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Create Assessment Methods

Overview

Assessment Methods determine how evidence is collected, assessed, and recorded within Onefile Eportfolio. Centre Managers can create custom Assessment Methods to match internal practices, awarding‑organisation guidance, or programme requirements.

User Roles

This feature can be used by:

  • Centre Manager

Steps to Create a New Assessment Method

  1. Click Quality in the navigation menu.
  2. Select Assessment Methods.
  3. Click Create new method.
  4. Enter an Assessment Method Reference (short abbreviations work best).
  5. Enter the Method Description.
  6. Configure the settings using the table below.
  7. Click Save.

Assessment Method Settings

Assessment Method SettingDescription
Assessment Answer TypeNormal: Evidence can be holistic or per‑criteria.
Written Questions: Assessor selects question bank from a Plan.
Typed Oral Questions: Assessor types both the question and the learner’s response.
Support Method Only (non‑Assessment)Displays at the top of an assessment to show how the learner was supported. Does not count as an assessment.
Learner Can StartAllows learners to start assessments using this method and upload evidence. Leave unticked if only Assessors should start it.
New Class InheritsAutomatically selects this method for all newly created classes.
Override CriteriaAllows criteria to reach 100% without meeting the Consistency Rule requirement. Useful for methods such as professional discussion or holistic assessment.
Expert / WitnessAdds an Expert/Witness dropdown at the top of the assessment. Experts and witnesses can be created within the learner’s Manage tab.
Employer Must Sign Before AssessorSends a signing task to the learner's Default Employer before the Assessor signs. Not applicable to assessor‑started assessments.
Is Off‑The‑JobAutomatically flags assessments as Off‑The‑Job. Applies to assessments created after the setting is enabled, including API and mobile app assessments.
IV Sampling ColourUsed to visually distinguish methods on the IV Sampling Table.

New Methods

Newly created Assessment Methods must be assigned to the Class before they can be used. This ensures they appear as options when creating assessments.

Tips & Notes

  • Use consistent naming conventions so methods are easy to identify.
  • Review which methods are inherited by new classes to streamline delivery.
  • Only enable Override Criteria where appropriate for your Centre’s quality policy.

Terminology

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

Related Articles

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.

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