Software Update: Wednesday 9th October 2024 7am to 7:30am

On Wednesday, we're updating OneFile Eportfolio, to introduce a new enhancement.  

Please ensure all data is saved and your Eportfolio account is logged out before 7am to avoid any data loss.

Release notes can be found here.


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How to Reschedule and Cancel Visits

  User Roles

This feature can be used by the following user roles:

  • Assessors
  • Trainee Assessor

There may be times when either you or your learners are unable to attend a Visit and this will need to be either rescheduled or cancelled from your Calendar. 


Reschedule a visit

To re-schedule a Visit please follow the below steps:

  1. Access the Learners portfolio
  2. Click Visits icon
  3. Click  Visits tab
  4. Click Reschedule
  5. Amend date and times
  6. Enter the reason
  7. Click Accept
Cancel a visit
To cancel a Visit please follow the below steps:
  1. Access the Learners portfolio
  2. Click Visits icon
  3. Click Visits tab
  4. Click Cancellation
  5. Enter the reason
  6. Click Accept

Terminology

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

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