Log changes to Anticipated Completion Dates

Overview

This feature records a log of any changes made to the anticipated completion date of a learning aim. Each change must be assigned a reason, helping Centres maintain accurate audit trails and support funding and quality requirements.

Permissions

Centre Setting

• Record a log of changes to the anticipated completion date must be enabled.

Who Can Use This Feature?

This feature can be used by the following user roles:

• Centre Manager
• User Manager
• Assessor

Steps

1. Set Up Anticipated Completion Date Change Reasons

Before using this feature, the Centre Manager must set up the list of reasons in Look‑up Tables.

1. Log in as a Centre Manager.
2. Click Centre.
3. Click Look‑up Tables.
4. Select Anticipated End Date Change Reasons.
5. Click Create Reason.

Reasons can be edited and deleted if they are not in use, or archived if they are currently in use.

2. Change the Anticipated Completion Date

1. Log in as a Centre Manager or Assessor.
2. Open the learner’s Portfolio.
3. Click Learning Aims.
4. Click Edit for the learning aim that requires a date change.
5. Select the new Anticipated Completion Date.
6. Select the Reason for Change from the drop‑down list.
7. Click Update.
8. Click Save on the main page to confirm the changes.

Tips & Notes

• Reasons must be created before anticipated completion dates can be changed.
• Archiving reasons prevents future use while retaining historical accuracy.
• All changes and selected reasons are stored in the system for audit and reporting.

Reporting

A full log of all anticipated completion date changes—including dates, users, and reasons—can be exported as part of the Data Exports suite for audit and quality reporting.

Terminology

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

Related Articles

• Look‑up Tables

Need Help?

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