Overview
Review reminders allow Assessors and Centre Managers to prompt Learners or Employers to sign their section of a review. Reminders can be sent manually, and if enabled, automatic reminders can also be issued by the system.
User Roles
This feature can be used by:
- Centre Manager
- Assessor
- Trainee Assessor (with permissions)
Permissions
- Manage learner portfolio
Centre Setting
- Allow automatic reminders for learner and employer review signatures
Steps to Send a Review Reminder
- Navigate to the Learner’s Portfolio.
- Click Review.
- Click Open next to the review.
- Scroll down to the Declarations section.
- Click Send Reminder.
- Click Send Reminder again to confirm.
Important: You can only send a reminder to the individual who is currently required to sign the review.
Sending Reminders to Employers (Magic Link Enabled)
If your Centre allows Employers to receive magic link reminders:
- Open the review and navigate to Declarations.
- Click the Actions dropdown next to the Employer’s name.
- Select Send Reminder.
Automatic Reminders
Automatic reminders are sent only to users who have enabled ad‑hoc alerts in their profile.
Guidance on enabling or changing alert settings can be found here.
Tips & Notes
- Reminders help speed up signature completion and prevent delays in progress.
- If the reminder button does not appear, verify that the correct person is required to sign next.
- If users report not receiving reminders, check their email alert settings.
Terminology
The terminology used in this article may vary depending on your Centre’s configuration.
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Need Help?
If you need assistance, please contact Onefile Support or your internal support team.