Reduced Support Availability: 18th July 2024 from 12pm

Just to let you know, our team is attending the OneFile all company meeting on 18th July  2024 from 12pm, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

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Assign custom forms to Learners

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Assessor with permission


Manage learner accounts

 As a Centre Manager:  

  1. Click Centre in the navigation bar 
  2. Click the Forms icon 
  3. Click on the Learners button next to the form in question 
  4. There are two ways to assign the forms to the learner(s): Automatic or Manually.

For more information about these two functions, please click here.

As a User Manager or Assessor:  

  1. Access the Learner’s portfolio 
  2. Click the Episode tab at the top of the portfolio 
  3. Scroll down to the Assign forms to this learner heading 
  4. Click the Select an action box next to the form in question 
  5. Change to Assign 
  6. Scroll down and Save the page

Forms in Plans and Reviews

The form will only be available in Plans and Reviews generated after the form has been assigned. Any previous Plans and Reviews will not contain this form.


Please note that the terminology used in this article may be different depending on your Centre.

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