Overview
Delivery Plans can be unlocked on a learner’s portfolio if changes are required. Unlocking a Delivery Plan allows authorised users to make edits to Modules, Components, and Off‑The‑Job (OTJ) details in Onefile Eportfolio.
User Roles
This feature can be used by the following roles (with permission):
- Centre Manager
- User Manager
- Assessor
- Trainee Assessor
Centre Setting
- Enable Delivery Plans must be enabled.
Permissions
- Can unlock a locked delivery plan
Steps
How to Unlock a Learner’s Delivery Plan
- Navigate to the learner’s Portfolio.
- Click the Delivery Plan tab.
- Click Actions.
- Click Unlock.
- Click Unlock Delivery Plan to confirm.
Tips & Notes
- Only users with the unlock permission will see the Unlock option.
- Once unlocked, the plan returns to Draft status and can be edited.
- After changes are made, the plan must be Locked again to make it visible on the learner’s portfolio.
Terminology
Please note that the terminology used in this article may be different depending on your Centre.
Related Articles
- How to Lock a Learner’s Delivery Plan
- How to Customise a Learner’s Delivery Plan
- Delivery Plan Permissions
Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support team.