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Completing Reviews

Overview

Reviews help track learner progress and provide a structured way for assessors, learners, and employers to discuss performance and next steps.

Who Can Use This Feature?

This feature can be used by the following user roles:

  • Assessor and Trainee
  • Learner
  • Employer

What You’ll See in a Review

At the top of the review, you’ll find fields showing how the learner has progressed since the last review. These include:

  • Off-the-job changes
  • Unit progress changes
  • Completed assessments
  • Signed-off unit summaries

These fields can guide your discussion with the learner about their performance.


Additional Sections

Depending on your Centre’s configuration, you may see extra sections such as Custom Form fields.

  • Custom forms are designed by a Centre Manager and published inside the review.
  • They can be assigned to Assessor, Learner, or Employer.

Steps to Complete and Sign a Review

  1. Review all progress fields and complete any required sections.
  2. Tick the checkbox next to your name to sign the review.
  3. Click Save.

Once saved:

  • A task is sent to the learner to sign the review.
  • Other participants will be notified as per your Centre’s workflow.

Guidance

For instructions on starting reviews, refer to the related article: Starting Reviews.


Troubleshooting

IssueSolution
Cannot see custom form fieldsCheck if your Centre Manager has published forms for your role.
Review not savingEnsure all mandatory fields are completed before clicking Save.
Learner cannot signConfirm the Assessor has signed first; signing order matters.

Terminology

Please note that the terminology used in this article may be different depending on your Centre.

Need Help?

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

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