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.


Help centre

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Build a form to go to Training Provider first

  User Roles

This feature can be used by the following user roles:

  • Training Provider

When building a form, you can select the training provider as a permission when adding field types, by following the steps below.

  1. Click Form Templates in the left Hand Navigation 
  2. Click New Form Template 
  3. Select Blank Form Type 
  4. Click Continue 
  5. Select Trainer Providers, Learners and Employers 
  6. Click Continue 
  7. Click a blank Input field
  8. Enter title and description 
  9. Click set permissions
  10. Select Training Provider
  11. Click Set permissions 
  12. Click Publish 
  13. Click Send Form 
  14. Select Learner 
  15. Click Send Form 
  16. Click Continue 
  17. Fill in details 
  18. Click Review Form 
  19. Click Submit Form 
  20. Select the information is correct 
  21. Click Submit 
  22. Click Send form 

After the form has been sent, the training provider will complete the first part, before it goes to the learner

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