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Creating Providers and linking to Learners

Only Centre and User Managers can create Providers in OneFile.

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.

T
Tracy is the author of this solution article.

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