Creating an Assessment Plan

Overview

An Assessment Plan helps structure planned activities, assessments, and visits for a learner.

Steps to Create an Assessment Plan

1. Create the Plan

• Open the learner’s portfolio.
• Click Plans in the Information and Options section.
• Click Create Assessment Plan.
• Update the Title, Date of the Plan, and Visit Type (if needed).
• Change the Learner’s Status (if enabled in centre settings).

2. Set the Next Planned Visit (Optional)

Scheduling the next visit allows you to plan when you’ll next contact the learner. This will appear in the learner’s calendar.

• Tick Set Next Planned Visit.
• Set Start/End Date & Time in the Information and Options section.
• Choose whether the visit is Remote or Face-to-Face.
• Specify the location (if face-to-face).

3. Add Tasks

You can add two types of tasks: Activity Tasks and Assessment Tasks.

Activity Tasks

Creates a journal entry for reflection on learning activity.

• Click Add Task.
• Select the Activity tab.
• Choose who will write the journal entry in the Start By dropdown.
• Edit Start Date and Due Date.
• Provide task instructions or guidance.
• Upload learning resources (if appropriate).
• Click Save.

Assessment Tasks

Allows setting criteria, providing evidence, sharing feedback, and signing.

• Click Add Task.
• Set the Assessment Method.
• Select who will provide evidence in the Start By dropdown.
• Edit Start Date and Due Date.
• Choose how evidence should be mapped.
• Provide task instructions or guidance.
• Click Select Outcomes to choose units/outcomes or specific criteria.
• Upload learning resources (if appropriate).
• Click Save.

4. Complete the Plan

• Click the Attachment icon to attach files.
• Add feedback for the learner.
• Complete any required Custom Fields.
• Tick the checkbox next to your name in the Signatures section.
• Click Save.

❓Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.