This feature can be used by the following user roles:
• Centre Managers
Unit Rules can be created to prevent a unit from being signed-off without the correct number of assessments or
types of methods from being used. A Unit Rule is a final check that takes place when then unit gets to 100%, before a
task is sent to the Assessor to sign off the unit.
To locate the Unit Rules page, please follow the steps below:
1. Click Quality in the navigation menu located on the left
2. Click the Unit Rules icon
Once you have followed the steps above, select the Learning aim that you want to apply the Unit Rules towards using the dropdown box next to Select Learning Aim: (You can only apply Unit Rules to active Learning aims. Selecting an archived Learning aim will only allow you to Manage existing Unit Rules set against that Learning aim)
The page will then be split up into two different sections:
Unit Rules for (Title of Learning aim) - This is where existing Unit Rules will be visible if any have been set up against this Learning Aim
Create New Unit Rule - This is where the unit rule is entered along with a list of all the Assessment Methods and references on the right (If you are unable to see a specific Assessment method, please refer to our Create Assessment Method guide)
Before creating any Unit Rules, it is advised to open up the tutorial window by clicking on the Click here to open a tutorial link within the Create New Unit Rule section.
This will then open up a window with a few examples on how to create a Unit Rule.
Clicking on one of the examples will display the Unit Rule at the bottom of the window, which then clicking the Unit Rule at the very bottom will transfer that rule to the main window
Once you have selected the Unit Rule, click the X at the top right to close the tutorial window and be taken back to the Unit Rules page.
You will then need to replace the ? or * within that rule with the relevant Assessment method abbreviation(s).
Once finished, select the specific units you would like to apply this Rule too or apply this rule to all of them using the options below and click on the Check Unit Rule Syntax link.
If the Unit Rule was successful, you will receive the following message:
If not successful, you will receive the following
You can check the validation of the Unit Rule at any stage when setting them up.
Once you have set up the rule, is successful and have also chosen the unit(s) it's going to be referenced against, click the Save button at the bottom.
This rule will then appear at the top of the page, which you can edit or delete using the button to the far right of that rule.