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Linking Assessment Templates to a Plan or Plan Template

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • Assessors

  Centre Settings

  • Use Assessment Plan templates
  • Allow assessment templates

To link an Assessment Template to a  Plan or a Plan Template, follow the steps below.

  1. Open the Assessment Plan or Plan Template
  2. Click Add Task
  3. Select the Assessment Method of the assessment template you wish to link 
  4. Select the assessment template from Use Template drop-down list
  5. Click Save

  Top Tip

Make sure you've created Assessment Templates before trying to link to a Plan Template


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

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