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Managing your value lists (Settings → Lookups)

✨New feature alert

The Inclusion Module is available from Thursday, 30th July 2026.

Overview

Lookups let you manage the configurable value lists used throughout the module.

Quick Summary

  • Manage lists like characteristics, barriers, support needs, adjustments and evidence types.
  • Add new values with a title and description.
  • Values in use can be archived, but not deleted.

The lists you can manage are:

  • Additional Learner Characteristics
  • Learning Styles & Preferences
  • Barriers to Learning Types
  • Support Need Types
  • Support Adjustments
  • Person Responsible
  • Additional Support Types
  • Evidence Types

To manage a list

  1. Go to Settings → Lookups.
  2. Select a list from the dropdown, then search or tick Show archived to find a value.
  3. Select + Add Value to create a new one, giving it a Title (required) and a Description.

Tips & Notes

  • ⚠️ A value that's already assigned to a learner can't be deleted — you can only archive it.
  • A value that has never been assigned can be deleted outright (and isn't eligible for archiving).
  • Archived values stay visible on historic learner records but no longer appear as an option for new selections.

Terminology

The terminology used in this article may differ depending on your Centre's configuration.

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Need Help?

If you need assistance, please contact Onefile Support or your internal support team.

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