Software Update: Wednesday 9th October 2024 7am to 7:30am

On Wednesday, we're updating OneFile Eportfolio, to introduce a new enhancement.  

Please ensure all data is saved and your Eportfolio account is logged out before 7am to avoid any data loss.

Release notes can be found here.


Help centre

Submit a ticket Log in

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.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.