Software Update: Wednesday 26th January 2022 - 07:00-07:30

On Wednesday morning, we're updating OneFile to release some new changes and improvements.

To find out more, our release notes are available 
here.

Please ensure you have saved any work and have logged out prior to 7:00am to avoid any potential loss of data.

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Creating Providers and linking to Learners

  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

Follow the steps below to create a new Provider:

  1.  Click Centre
  2.  Click Look-up Tables
  3.  Click  Provider
  4.  Click Create Provider
  5.  Enter Provider name
  6.  Click Save

Once a Provider has been created, they can be linked to new learners at the time the account is created or at a later date by following the steps below:

  1. Click Users 
  2. Click Learner Episodes tab 
  3. Locate the learner
  4. Click Episode button 
  5. Scroll to Provider 
  6. Select Provider from the drop-down list 
  7. Click Save 


  Top Tip

If you're unable to see the correct Provider within the Provider drop-down list within the Episode tab, you can simply create a new one by clicking Manage Providers. Assessors with permission to manage their learners accounts, will also be able to see the option to Manage Providers.

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