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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.


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


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

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