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Table of Contents

The Assessments


 tab in


the Learner Qualification Summary


 shows any assessments that have been recorded or scheduled for the qualification. A list of all assessments for the learner can be found in the Assessments tab in the Learner Delivery Plan. For each assessment in the list, the following details are shown:

  • Title

  • Due date

  • Done date


  • Status


Filtering the Assessment List

The options to Search the  the assessment list and filter by by Number of Records are available  are available from above the list. Once you have entered the necessary details, press press Enter or select  or select the Image RemovedSearch icon to run the search and apply your filters.

Exporting the Assessment List

Selecting Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.


Selecting Add Assessment will open a window where you can create a new assessment record to add to the qualification. In this window, you can enter the Title and  and Due Date for  for the assessment.Image Removed


Once you have finished, select Save to  to add the assessment or Cancel to  to discard it. After saving, you will be taken to the Edit Assessment window, where you can add further details as explained below. You will need to specify the Type in this window before you can return to the assessments tab.

Editing Assessments

Selecting ... > Edit by  by an assessment in the list will open a window where you can edit the following details:

  • Title

  • Due date – Selecting this field will open a calendar date selector.

  • Done date – Selecting this field will open a calendar date selector.

  • Type

  • Stage

  • Status

  • Methods

  • Assessor – Here you can search the drop-down menu to add


    an Officer


     as the assessor.

  • Notes


Assessment Actions

The following actions are available from the Assessments tab:

  • Summary – Selecting ... > Summary by an assessment in the list will open the assessment summary, where you can view and edit assessment details.

  • Edit – Selecting ... > Edit

  •  by
  •  by an assessment in the list will open the Edit Assessment window, as explained above

  • Delete – Selecting ... > Delete

  •  by
  •  by an assessment in the list will delete it from the qualification. You will be prompted to confirm before the record is deleted.

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