Eportfolio Mobile App Update - iOS

Our newest mobile app update is now available, grab your free download now!

Apple App Store ➡️ OneFile Eportfolio App on the App Store (apple.com)  version 2.0.4

Android coming soon!

Submit a ticket Log in

How to review and sign a form (Enrol)

Overview

Training Providers can review and approve forms submitted by learners (and employers if required). This process ensures that all information is correct before marking the form as complete.

Who Can Use This Feature?

This feature can be used by the following user roles:

  • Training Provider

Steps to Review and Sign a Form

  1. Click Review Forms in the left-hand navigation menu.

  2. Locate the form you want to review.

  3. Click Review and Approve.

  4. Click Approve Learner.

  5. Select You confirm the information is correct.

  6. Click Mark as Complete.

Result: The form status will now show as Complete.


Learner and Employer Forms

  • If the form requires Learner and Employer completion:
    • After you review the learner submission, the form is sent to the employer.
    • Once the employer signs, the form returns to the Training Provider for a final review and signature.

Troubleshooting

IssueSolution
Cannot mark as completeEnsure all required fields are reviewed and confirmation is ticked.
Form not appearingCheck permissions and confirm the form is assigned to your role.

Terminology

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

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.