Software Update: Thursday 30th June 2022 - 07:00-07:30am

On Thursday morning, we're updating OneFile to release some new changes and improvements.
To find out more, our release notes are available 
here.

Help centre

Submit a ticket Log in

Learner Template Forms

Learner Template Forms can be used to record multiple instances of the same form for your learners. They also allow signatures to be captured every time a new instance of the form is completed. For more information about Learner Template Forms, please click here.

To complete a Learner Template Form on a portfolio, an instance will need to be created.

Follow the steps below but create the Form instance:

  1. Navigate to the learner’s portfolio
  2. Click the Forms tab in the "Information & Options" section
  3. Click the form Title
  4. Click Create New Instance
  5. Change the name (optional)
  6. Click Create

Completing the Form

Please be aware that the form can only be created/completed by the first signature required on the form. If the option to create a new instance isn't visible, it's likely that the form has been set up to be completed by a different user role - contact a Centre Manager to confirm this.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.