Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Upcoming System Update: Eportfolio

On Wednesday 22nd October 2025, we’ll be rolling out a series of enhancements to Eportfolio.

Full details of the changes can be found in the Release Notes

Downtime: Please ensure your work is saved and you are logged out between 7am and 7:30am.

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Add PMR records

  User Roles

This feature can be used by the following user roles:

  • Provider Admin
  • Financial Admin
  • Assessor

You can add your learners PMR record by following the steps below:

  1. Click Learners
  2. Click Learners name
  3. Click Learning Delivery
  4. Click Edit detail on the Programme aim
  5. Click Financial Records
  6. Click Add financial record

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