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Updating Employer on Review forms

  Centre Setting

Employer signature required (a Default Employer must be set for each learner)

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • IQA with permissions
  • Assessor with permissions

  Permissions

Can manage learner accounts

Please use the following steps to update the Employer on a learner portfolio:

  1. Click Users in the navigation menu (Assessors and IQA's can search for learners from their homepage)
  2. Click Learner Episodes
  3. Search learner name
  4. Click Account
  5. Click Access Accounts
  6. Click Assign Employers
  7. Select Placement 
  8. Select Employer
  9. Click Add
  10. Click Save
  11. Select Employer from drop down
  12. Click Save
  13. Scroll to the bottom of the page and click Save

Once the Employer has been changed, please use the following steps to change the Employer within a completed review:

  1. Click Portfolio 
  2. Click Review
  3. Click Open
  4. Click Padlock icon located in the top-right corner
  5. Pick the user to unlock the review to
  6. Add your reason for unlocking
  7. Click Unlock

For non-started reviews, this will automatically update the Employer once the review has been started.

You can also use Magic links to invite Employers to Reviews. More information can be found here.

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