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How do I create a new Learner portfolio?

Centre Manager, User Managers and Assessors (with the allocated permissions) can create Learner portfolios within OneFile.

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

Please note – 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

Natasha is the author of this solution article.

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