Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: Eportfolio

On Wednesday 22nd October 2025, we’ll be rolling out a series of enhancements to Eportfolio.

Full details of the changes can be found in the Release Notes

Downtime: Please ensure your work is saved and you are logged out between 7am and 7:30am.

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Creating a Plan on the Eportfolio app

Becky Hackman
Modified on: Fri, 28 Aug, 2020 at 11:58 AM

The Eportfolio app has the ability for the assessor to create Plans on-the-go, by following the steps below:

  1. Log into your account on the app
  2. Tap Plans
  3. Tap the menu button
  4. Tap Create Plan
  5. Tap the name of your learner
  6. Complete all relevant sections by tapping the next section heading at the top of the page
  7. On the Sign tab, tap Awaiting Signature or tap the menu button to finish online

Your plan will now appear within the Sync Ready tab with Assessment Plans on the app.

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