Overview
Delivery Plans can be customised on an individual learner’s portfolio to reflect personalised learning needs, unique delivery requirements, or adjustments agreed with the employer. Customisation allows you to modify Modules, Components, and Off‑The‑Job (OTJ) information directly within Onefile Eportfolio.
User Roles
This feature can be used by the following user roles (with permission):
- Centre Manager
- User Manager
- Assessor
- Trainee Assessor
Centre Setting
- Enable Delivery Plans must be turned on.
Permissions
- Can manage learner's delivery plans must be granted.
Steps
How to Customise a Delivery Plan
- Navigate to the learner’s Portfolio.
- Click the Delivery Plan tab.
- Click Actions.
- Click Edit.
- You can now update the:
- Modules
- Components
- Off‑The‑Job (OTJ) information
Tips & Notes
- Only Delivery Plans that are in draft status can be edited.
- If the Delivery Plan is locked, you will need to create a new instance of the plan.
- Always check that Centre settings and permissions are correctly applied if you cannot access the Edit option.
Terminology
Please note that the terminology used in this article may vary depending on your Centre.
Related Articles
- How to Create a Delivery Plan for an Individual Learner
- Delivery Plan Look‑up Tables
- How to Create a Delivery Plan Template
Need Help?
If you have any issues or questions, please contact Onefile Support or your internal support team.