Eportfolio Mobile App Update - Version 1.0.13

Our newest mobile app update is now available, Grab your free download now!

Apple App Store ➡️ OneFile Eportfolio App on the App Store (apple.com) 

Google Play Store ➡️ OneFile Eportfolio – Apps on Google Play 

Scheduled Maintenance - Saturday, 9th November 2024 7am - 11am

We will be migrating and upgrading our primary database server on Saturday, 9th November 2024. This will require a maintenance window, during which services will be temporarily unavailable.

Click here for more information.

Please ensure your data is saved and you are logged out before 7am on 9th November. 


Help centre

Submit a ticket Log in

Create an Assessment Plan

  User Roles

This feature can be used by the following user roles:

  • Assessor

To create an Assessment Plan follow the steps below:

1 - Create the Plan
  1. Open the learner's portfolio
  2. Click Plans in the Information and Options section
  3. Click Create Assessment Plan
  4. Change the title, date of the plan and the visit type, if needed
  5. Change the Learners Status, if enabled in the centre settings
2 - Set the Next Planned Visit (Optional)
Setting the next planned visit lets you schedule the date and time you're next going to contact the learner. This will appear in the learner's calendar.
  1. Tick the Set Next Planned Visit checkbox
  2. Set the Start/End Date & time in the Information and Options section
  3. Set whether the next visit is planned to be Remote or Face-to-face
  4. Specify the location, if face-to-face
3 - Add Tasks
Activity Tasks Assessment Task

Assessment Tasks

Set criteria, provide evidence, share feedback and sign.

  1. Click Add Task
  2. Set the Assessment Method
  3. Select the user that will be providing evidence in the Start By drop down list
  4. Edit the Start Date and Due Date
  5. Select how the evidence should be mapped
  6. Provide task instructions, guidance or information
  7. Click Select Outcomes to select the units/outcomes or the specific critera to be populated on the assessment
  8. Upload learning resources, if appropriate
  9. Click Save
4 - Complete the Plan
  1. Click the Attachment icon to attach files to the plan
  2. Type feedback to the learner
  3. Complete any Custom Fields that are required
  4. Tick the checkbox next to your name in the Signatures section
  5. Click Save

Terminology

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


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.