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Create an Assessment Plan task from the Gap Analysis


  User Roles

This feature can be used by the following user roles:

  • Assessor
  • Trainee Assessor

To create an assessment plan tasks from the Gap Analysis, follow the steps below:

  1. Scroll to Learner Dashboard
  2. Click Gap Analysis next to learner
  3. Select Filters
  4. Click Apply 
  5. Select Criteria
  6. Click Create Assessment Plan Task

You'll now be able to create the assessment plan task for your learner which links to the selected criteria.

Once the Assessment Plan has been generated, you can simply continue to add more tasks if required, set the Next Planned Visit, add further attachments, leave Feedback/ Comments and finally assign to you learner by signing the Assessment Plan.

Guidance on creating Assessment Plans can be found here.

Terminology

Please note that the terminology used in this article may be different depending on your Centre.


T
Tracy is the author of this solution article.

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