Overview
This feature allows authorised users to assign Assessors, Internal Quality Assurers (IQAs), External Verifiers (EVs), Employers, and Observers to a learner’s portfolio. Assigning the correct users ensures the learner receives the appropriate support and monitoring throughout their programme.
Who Can Use This Feature?
- Centre Manager
- User Manager
- Internal Quality Assurer (with permission)
- Assessor (with permission)
Permissions
- Manage learner accounts
Centre Settings
No additional centre settings are required to assign users to a learner’s portfolio.
Steps to Assign Users to a Learner’s Portfolio
Step 1: Locate the Learner
- Search for or locate the learner whose portfolio you wish to update.
Step 2: Assign the Appropriate User Type
Assigning an Assessor
- Click the Assessors button.
Assigning an IV or EV
- Click the IVs / EVs button.
Assigning an Employer or Observer
- Click Account, then go to the Access Accounts tab.
Step 3: Select the User
- Choose the user you want to assign from the list.
- Click Save.
Important Notes
Assigned users will gain access to the learner’s portfolio based on their role and permissions.
✅ Tip: Regularly review assigned users to ensure learners always have the correct team supporting them.
Terminology
Please note that the terminology used in this article may vary depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact OneFile Support or your internal support channels.