Overview
Assessment Templates allow Centres and Assessors to create reusable assessment structures that can be assigned to individual learners or across multiple plans. Follow the steps below to create a new template.
Who Can Use This Feature?
This feature can be used by the following user roles:
- Centre Manager
- Assessor and Trainee Assessor
Centre Settings
Allow assessment templates must be enabled.
How to Create an Assessment Template
1. Accessing Assessment Templates
- Centre Managers:
Click Quality in the navigation menu. - Assessors:
Go to Forms & Templates on your homepage and select Assessment Templates.
2. Create a New Template
- Click Assessment Templates
- Then click:
- Create New Centre Template (Centre Managers), or
- Create New Assessment Template (Assessors)
3. Enter Template Details
- Template Name – the internal name for the template
- Assessment Title – this will appear on the learner’s portfolio once assigned
- Task Details – these instructions will be visible to the user when completing the assessment
- Select the Primary Assessment Method
4. Add Criteria
- Click Set Criteria
- Select the learning aim and unit you want to link
- Click Add Selected
- To view all criteria, click Expand/Collapse All
- Select the criteria you wish to include
- Click Save
5. Add Evidence and Feedback (Optional)
- Add any required evidence guidance or feedback fields
- Click Save
How Assessors Can Use Assessment Templates
Assessment Templates can be used in the following ways:
- Assign to a single learner or multiple learners
- Link as a task within an individual learner’s plan
- Link as a task within a Plan Template
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.