Overview
Delivery Plan permissions determine which users can create, edit, and manage learner Delivery Plans within Onefile Eportfolio. Centre Managers can grant this permission to individual users or apply updates to entire user groups.
Permissions
Who Can Use This Feature?
This permission can be granted to the following user groups:
- Centre Manager
- User Manager
- Assessor
- Trainee Assessor
Required Permission
- Assign permissions to other users (Centre Manager only)
- Can manage learner's delivery plans
Steps
How to Enable Delivery Plan Permission for a User
- Click Users on the left-hand navigation bar.
- Search for and select the user.
- Click the Account tab.
- Click Permissions.
- Locate Can manage learner's delivery plans.
- Change the setting to Grant.
- Click Save.
The user will now be able to create, edit, and manage Delivery Plans for learners assigned to them.
Updating Permissions for a Whole User Group
Delivery Plan permissions can also be enabled at group level. More information on updating permissions for user groups can be found #here.
Tips & Notes
- Only Centre Managers can assign or update Delivery Plan permissions.
- The permission applies instantly once saved.
- Users must have Delivery Plan access before they can create or edit learner-specific plans.
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
Related Articles
- How to Create a Delivery Plan Template
- How to Create a Delivery Plan for an Individual Learner
- Delivery Plan Look‑up Tables
Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support team.