Send Individual Form in Enrol Onboarding

Overview

Users can send forms directly to learners without using a workflow. Sent forms are tracked within the Tasks tab on the learner record, providing clear visibility of form requests and responses.

User Roles

This feature can be used by:

• Admin
• Tutor

Steps to Send an Individual Form

1. Click Learners in the navigation menu.
2. Select the learner’s name.
3. Click the Tasks tab.
4. Click Send New Form.
5. Select the required form.
6. Click Send.

The form will now be sent to the learner and tracked in the Tasks tab.

Tips & Notes

• Forms sent this way do not require a workflow to be configured.
• All sent forms are recorded in the Tasks tab for tracking and follow‑up.
• Use clear naming conventions for forms so learners understand what action is required.
• Check the learner’s email address is correct before sending.

Terminology

The terminology used in this article may differ depending on your Centre’s configuration.

Need Help?

If you need assistance, please contact Onefile Support or your internal support team.