Overview
This guide explains how to create a sampling plan as the default IQA, including the available modes and key reminders to ensure effective planning and task management.
Who Can Use This Feature?
- Internal Quality Assurer (IQA)
Centre Settings
No additional centre settings are required to create sampling plans. However, the user must be assigned as the Default IQA for the learners they wish to sample.
Steps to Create a Sampling Plan
Step 1: Open Unit Sampling
- Click Unit Sampling from the main navigation menu.
Step 2: Filter Your View
- Filter by IQA or Learning Aim, depending on your preference.
- Click Submit.
Step 3: Choose a View
- Select either:
- Simple View
- Advanced View
- Use the radio button to include Planned Sample with Anticipated Completion Dates if required.
Sampling Modes
You can choose between two modes when creating your sampling plan:
Single-Mode
- Apply your sampling plan to one learner and one unit at a time.
Multi-Mode
- Apply your sampling plan to multiple learners and multiple units in a single action.
Important Notes
Task Reminders
- Planned sampling task reminders appear 7 days before the selected date.
Assessment Method Requirement
- Sampling tasks will only be generated if at least one assessment method has been selected for the unit.
Task Completion
- The IQA must manually click Hide on a task reminder once formative sampling has been completed.
✅ Tip: Use Multi-Mode when planning sampling for large cohorts to save time and ensure consistent processes.
Terminology
Please note that the terminology used in this article may vary depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.