Reduced Support Availability: 18th July 2024 from 12pm

Just to let you know, our team is attending the OneFile all company meeting on 18th July  2024 from 12pm, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

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How to Plan a Visit

  User Roles

This feature can be used by the following user roles:

  • Assessor
  • Trainee Assessor

There are two different ways to plan a Visit for your learners in OneFile:

  • Assessment Plans
  • Reviews

Assessment Plan Visits

When you create an Assessment Plan there is a section titled Set Next Planned Visit here you will be able to fill in the required fields for the next time you are going to visit your learner.

Reviews

Once a Review has been scheduled in for your learner, this will automatically create a Visit which will pull through to your OneFile Calendar:



Terminology

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

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