Final IQA Workflow

This guide explains how a portfolio moves from completed units to final IQA sign-off, and what the Assessor, Candidate and IQA each need to do.

At a glance

1. Assessor confirms each completed unit.
2. Candidate confirms each unit.
3. IQA verifies and confirms the units.
4. Assessor submits the portfolio for final verification.
5. IQA approves final verification.

Step 1: Assessor confirms the units

For the Assessor.

1. On the Unit Declaration page, click the completed unit.
2. Click Confirm. Ecordia adds your name and the date, and the unit is ready for the Candidate to confirm.

Repeat for each remaining unit.

If the Confirm button isn't showing

You'll see a list of evidence items that are linked to the unit and are still being assessed. For each one, do one of the following:

• finish the assessment and make sure the feedback has been accepted, or
• open the evidence and remove its link to the unit, or
• open the evidence and click Abandon.

When the list is clear, the Confirm button will appear.

Note: Once a unit has been confirmed, no more evidence can be linked to it.

Step 2: Candidate confirms the units

For the Candidate.

The Candidate can confirm a unit only after the Assessor has confirmed it. They confirm it in the same way, by clicking the unit and then Confirm.

If the unit is marked for sampling on the IQA Sampling Plan, the IQA is notified once the Candidate has confirmed it.

Step 3: IQA verifies and confirms the units

For the IQA.

1. Carry out your verification.
2. On the Unit Declaration page, click the completed unit.
3. Click Confirm. Ecordia adds your name and the date.

If action is needed

Click Actions Required on the Unit Declaration page. This unlocks the unit and returns it to Step 1. Use it together with your IQA feedback so the Assessor knows what to do.

Step 4: Assessor submits for final verification

For the Assessor.

1. Accept any IQA feedback.
2. On the portfolio front page, click Submit For Final Verification.

Step 5: IQA approves final verification

For the IQA.

1. On the portfolio front page, click Approve Final Verification. This also signs off any units that haven't been confirmed yet.
2. When prompted, add a comment for the portfolio, or click Cancel if you don't need one.

When the course has been certificated, the Portfolio Certified button becomes available.

What the ticks mean

• Green tick: the IQA confirmed the unit as part of summative verification.
• Grey tick: the unit was confirmed automatically when the IQA clicked Approve Final Verification.

Related articles

• Internal Verifiers / IQA
• IQA Sampling Plan
• Portfolio Status