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How to lock a learners Delivery Plan

  User Roles

This feature can be used by the following user roles:

  • Centre Manager with permission
  • User Manager with permission
  • Assessor with permission
  • Trainee Assessor with permission

  Centre Setting

Enable Delivery Plans

  Permissions

Can manage learner's delivery plans

You can lock a Delivery Plan on a learners portfolio by following the steps below:

  1. Navigate to the learners portfolio
  2. Click Delivery Plan tab
  3. Click Actions
  4. Click Lock
  5. Click Lock Plan

Users with permission "Can update learner's episode from a delivery plan", will also be able to update the OTJ values when locking a plan on a learner portfolio.

Unable to edit the delivery plan?

Only Delivery Plans which are in draft can be edited. If the plan is locked, you'll need to create a new instance of the delivery plan by clicking on Create new Delivery Plan.

Terminology

Please note that the terminology used in this article may be different depending on your Centre.

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