Creating a Plan on the Eportfolio app

How to Create a Plan in the Eportfolio App

1. Log in to your account on the app.
2. Tap Plans from the main menu.
3. Click Create ➕
4. Tap Create blank plan or Create plan from template
5. Tap the name of your learner.
6. Complete all relevant sections:
   • Use the Next button to navigate through each part.
7. On the Sign page:
   • Sign as assessor and/or learner, or
   • Tap Finish and select Sync and Send Plan, Continue later or Finish Online, place in sync ready
8. Your plan will now appear under the Sync Ready tab with other Assessment Plans if Finish Online is selected.

❓Need Help?

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