User Roles
This feature can be used by the following user roles:
- Centre Manager
- User Manager
- Assessor with permission
Permissions
Can manage placement documents
The Placements Attachments feature can be used to attach documents such as health and safety files and insurance documents.
To add a Placement Attachment as a Centre Manager or User Manager, please follow the below steps:
- Click Centre in the navigation menu
- Click Placements
- Click on the Placement you want to add an attachment to
- Under Placement Documents click Select Files and choose the file
- Select a Document Category (optional)
- Enter Expiry Date (optional)
- Click Update
To add a Placement Attachment as an Assessor, follow the below steps:
- Navigate to the Learner's Portfolio of that placement you want to upload attachments to
- Click Placement in the Information & Options section
- Under Placement Documents click Select Files and choose the file
- Select Document Category (optional)
- Enter Expiry Date (optional)
- Click Update
Terminology
Please note that the terminology used in this article may be different depending on your Centre.