Assign an Assessment Plan Template to a Learner

Overview

Assessment Plan Templates allow Assessors to quickly assign pre‑built plans to individual learners or groups. This helps standardise planning, save time, and ensure consistent structure across classes and cohorts.

User Roles

This feature can be used by:

• Assessor
• Trainee Assessor

How to Assign an Assessment Plan Template

1. Scroll to Forms & Templates on your homepage.
2. Click Assessment Plan Templates.
3. Search for the Assessment Plan Template you want to assign.
4. Click Assign to Learner(s).
5. Select the Class.
6. Select the Learners.
7. Scroll to the bottom of the page and sign the template.
8. Click Assign.

Terminology

The terminology used in this article may differ depending on your Centre’s configuration.

Related Articles

• Creating Assessment Plan Templates
• Assigning Assessment Templates
• Creating an Assessment Plan
• Assessment Templates vs Plan Templates

Need Help?

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