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.
- Open the Assessment Plan or Plan Template
- Click Add Task
- Select the Assessment Method of the assessment template you wish to link
- Select the assessment template from Use Template drop-down list
- Click Save
Top Tip
Make sure you've created Assessment Templates before trying to link to a Plan Template
Terminology
Please note that the terminology used in this article may be different depending on your Centre.