OneFile Eportfolio Software Update: Thursday 8th May 2025

On Thursday, we're updating Engage, to introduce some enhancements and fixes.

There is no downtime for this update.

Release notes can be found here.


Download portfolio time

We’re currently aware of an issue where download portfolio's are taking longer than expected to become available to download.
At the current moment there’s no workaround.

The product is currently making its way through the backlog and the portfolio's will be available as soon as possible. 

Please reach out to our support team if you have any questions.

Help centre

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Assign a Sampling Policy

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • Lead Internal Quality Assurer 
  • Internal Quality Assurer

  Permissions

Can assign sampling policies

To assign a sampling policy, click on the Sampling Policies icon or link. If a sampling policy has already been created, you will automatically be taken to the Assign Sampling Policies page. 

On the Assign Sampling Policies page, you will see a list of Assessors that you are linked to. To assign a sampling policy, follow the steps below:

  1. Tick the boxes of the Assessor(s) you want to assign the policy to
  2. Select the sampling policy from the drop-down list
  3. Click Assign

Once the sampling policy has been assigned to the Assessor, you will be able to see if the policy is compliant.

If a sampling plan already exists, you will be able to see if the existing plan is compliant or not. The planned sampling can be manually edited by the IV and the Compliancy column will turn green once the required amount of sampling has been planned. 

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