Summative Internal Quality Assurance

For IQAs.

Summative IQA is when you quality-assure a completed unit before confirming it. This guide explains how to find units ready for IQA, sample the evidence, give feedback to the assessor, and confirm the unit.

• 1. Find units ready for IQA
• 2. Review the evidence
• 3. Give feedback on evidence
• 4. Confirm the unit, or send it back

1. Find units ready for IQA

You can find units that are ready for IQA in two places:

• Your task list: look for Unit Completion Declaration tasks (if you're the Primary IQA).
• The candidate's Portfolio Front Page: click a completed unit marked "Not confirmed, Internal Verifier Confirmation held by…". To see this status, hover over the pen icon next to the unit number.

Note: Both the assessor and the candidate must confirm the Unit Declaration before you can confirm it. The Confirm button stays unavailable if any evidence linked to the unit still has actions outstanding from an earlier IQA. That evidence appears on your Start page as a Last IQA Feedback was disagreement task, and must be verified again with a positive outcome first.

2. Review the evidence

1. On the unit's Unit Declaration page, click Evidence Summary at the bottom of the page. All the elements and unit-level knowledge in the unit are listed.
2. Click an element or knowledge item. The evidence linked to it is listed, and ticks show the standards each piece has been judged against. Use Next and Previous at the top right to move between elements.
3. Click the evidence you want to view. You'll see the evidence along with the Primary Assessor's feedback and any second-line assessment or earlier IQA feedback.
4. To see the plan, click Show Plan at the bottom of the page, or Go to Plan to open it on a new page.

To go back to the Evidence Summary, click Evidence Summary under the Start tab at the top of the page. This link stays available until you click one of the portfolio tabs on the right.

3. Give feedback on evidence

To give the assessor feedback on a specific piece of evidence:

1. Click Verify. The evidence status changes to Verifying, and you become the holder.
2. Click Prepare Feedback.
3. Choose your IQA decision and write your feedback.
4. Below the feedback box, tick the standards you sampled, if you need to.
5. Click Save Feedback and Close.
6. Click Finish Verification to send your feedback to the assessor.

The assessor is asked to accept your feedback. If you disagreed with their decision, the evidence returns to Assessing so they can act on it.

For feedback on evidence in units that aren't complete yet, see Formative Internal Quality Assurance.

4. Confirm the unit, or send it back

When you're satisfied the unit is complete:

1. On the Portfolio Front Page, click the pen icon next to the unit to open its Unit Declaration page.
2. Click Confirm.

The unit is shown in green on the IQA Sampling Plan automatically.

If the assessor needs to change the unit's links

Once the assessor has confirmed a unit, its evidence links are locked, and no more evidence can be linked to it. If the assessor needs to make changes, click Actions Required on the Unit Declaration page. This sends the unit back to the assessor, who confirms it again once they've made the changes.

Related articles

• Final IQA Workflow
• Formative Internal Quality Assurance
• IQA Evidence Sampling
• Internal Verifiers / IQA