Learner Template Forms can be used to record multiple instances of the same form for your learners. They also allow signatures to be captured every time a new instance of the form is completed. For more information about Learner Template Forms, please click here.
To complete a Learner Template Form on a portfolio, an instance will need to be created.
Follow the steps below but create the Form instance:
- Navigate to the learner’s portfolio
- Click the Forms tab in the "Information & Options" section
- Click the form Title
- Click Create New Instance
- Change the name (optional)
- Click Create
Completing the Form
Please be aware that the form can only be created/completed by the first signature required on the form. If the option to create a new instance isn't visible, it's likely that the form has been set up to be completed by a different user role - contact a Centre Manager to confirm this.