Schedule a Scorecard for a Learner in Onefile Eportfolio

Overview

The Scorecard feature lets Assessors schedule learner progress reviews. When a Scorecard is scheduled, the learner receives a task that directs them to their Scorecard to complete it.

User Roles

This feature can be used by:

• Assessor
• Trainee Assessor

Steps to Schedule a Scorecard

1. Navigate to the learner's portfolio.
2. Click the Progress tab.
3. Click Scorecard.
4. Click Schedule Scorecard.
5. Select the date for the Scorecard.
6. Add any comments (these will appear on the Scorecard for the learner).
7. Click Schedule.

Steps to Edit or Delete a Scheduled Scorecard

1. Follow steps 1–4 above to reach the learner's Scorecards.
2. Click the three dots next to the scheduled Scorecard.
3. Select Edit or Delete.

Tips & Notes

• When you schedule a Scorecard, the learner receives a task prompting them to complete it.
• If a learner has already started scoring when you schedule a Scorecard, their draft scoring becomes the scheduled Scorecard with the date you chose.
• Use the comments field to give clear instructions or context before scheduling.

Terminology

The terminology used in this article may differ depending on your Centre's configuration.

Related Articles

• How to Create a New Scorecard
• Amend a Completed Scorecard
• Copy Scores from a Previous Scorecard

Need Help?

If you need assistance, please contact Onefile Support or your internal support team.