Reduced Support Availability: 22nd - 23rd April 2024

Just to let you know, our team is attending the OneFile all company meeting on 22nd and 23rd April 2024, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

Feature change alert - New OneFile Login May 2024

From Wednesday 1st May 2024, we're we are updating the login process for all products. . More information on this change can be found here.

Help centre

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Create a new Learner portfolio

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Internal Quality Assurer with permission
  • Assessor with permission

  Permissions

Manage learner accounts


Cenre Manager/User Manager Assessor
  1. Click Users in the navigation menu
  2. Click the Learner tab
  3. Click Create Learner
  4. Enter the details of the Learner
    • First Name and Last Name are mandatory, but we strongly recommend you enter an Email Address 
  5. Pick the Default Assessor, Placement, Class and Framework Template (if appropriate)
  6. Click Create

Centre Setting

If the centre setting below is enabled, the user will automatically be emailed a link to create a password for their new Keychain, or confirmation that the account has been linked to an existing Keychain

  Centre Setting

When creating new accounts, automatically create a new Keychain or attach to an existing Keychain when an email is supplied

Terminology

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

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