Overview
This feature allows you to link pre-created Assessment Templates to an Assessment Plan or Plan Template, streamlining the planning process.
Who Can Use This Feature?
This feature can be used by the following user roles:
- Centre Manager
- Assessors
Centre Settings Required
- Use Assessment Plan Templates
- Allow Assessment Templates
Steps to Link an Assessment Template
Open the Assessment Plan or Plan Template.
Click Add Task.
Select the Assessment Method of the template you want to link.
From the Use Template drop-down list, select the Assessment Template.
Click Save.
Top Tip
Make sure you have created Assessment Templates before trying to link them to a Plan Template.
Troubleshooting
| Issue | Solution |
|---|---|
| Template not appearing | Ensure Assessment Templates have been created and Centre settings allow templates. |
| Cannot link template | Check permissions and confirm the correct Assessment Method is selected. |
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.