Software Update: Wednesday 18th May 2022 - 07:00-07:30am

On Wednesday morning, we're updating OneFile to release some new changes and improvements.
To find out more, our release notes are available 
here.
Please ensure you have saved any work and have logged out prior to 7:00am to avoid any potential loss of data.

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How to Plan a Visit

  User Roles

This feature can be used by the following user roles:

  • Assessor
  • Trainee Assessor

There are two different ways to plan a Visit for your learners in OneFile:

  • Assessment Plans
  • Reviews

Assessment Plan Visits

When you create an Assessment Plan there is a section titled Set Next Planned Visit here you will be able to fill in the required fields for the next time you are going to visit your learner.

Reviews

Once a Review has been scheduled in for your learner, this will automatically create a Visit which will pull through to your OneFile Calendar:



Terminology

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

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