Creating an Assessment Plan

Overview

An Assessment Plan helps structure planned activities, assessments, and visits for a learner. Using plans ensures a clear roadmap for learner progress and keeps both assessors and learners aligned.

User Roles

This feature can be used by:

• Assessor
• Trainee Assessor

✔️ Tip: Use Assessment Plans to keep learners informed and ensure structured, consistent progression.

Steps to Create an Assessment Plan

1. Create the Plan

1. Open the learner’s portfolio.
2. Click Plans from the Information and Options section.
3. Click Create Assessment Plan.
4. Update:
   • Title
   • Date of the Plan
   • Visit Type (if applicable)
5. If enabled in Centre Settings, update the Learner’s Status.

2. Set the Next Planned Visit (Optional)

Scheduling the next visit helps you plan when the learner will next be contacted. The visit will appear in the learner’s calendar.

• Tick Set Next Planned Visit.
• Set the Start/End Date and Time.
• Choose whether the visit is Remote or Face‑to‑Face.
• If Face‑to‑Face, specify the location.

3. Add Tasks

You can add two types of tasks: Activity Tasks and Assessment Tasks.

Activity Tasks

Used to create a journal entry for reflection on learning activity.

1. Click Add Task.
2. Select the Activity tab.
3. Choose who will write the journal entry from the Start By dropdown.
4. Edit the Start Date and Due Date.
5. Add instructions or guidance for the learner.
6. Upload learning resources (optional).
7. Click Save.

Assessment Tasks

Used to set criteria, evidence, feedback, and signatures.

1. Click Add Task.
2. Set the Assessment Method.
3. Select who will provide evidence from the Start By dropdown.
4. Edit the Start Date and Due Date.
5. Choose Evidence Mapping preferences.
6. Add task instructions or guidance.
7. Click Select Outcomesto select:
   • Units
   • Outcomes
   • Specific Criteria
8. Upload learning resources (optional).
9. Click Save.

4. Complete the Plan

• Click the Attachment icon to upload files.
• Add feedback for the learner.
• Complete any required Custom Fields.
• Tick the checkbox next to your name in the Signatures section.
• Click Save.

Tips & Notes

• Assessment Plans help learners prepare for upcoming work and understand expectations.
• Visit scheduling syncs to the calendar, improving communication and organisation.
• Ensure due dates are realistic and clearly communicated.

Terminology

Terminology in this article may differ depending on your Centre’s configuration.

Related Articles

• Creating a Plan on the Eportfolio App
• Creating Assessment Plan Template
• The Difference Between Assessment Templates and Plan Templates

Need Help?

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