Set Up Portfolio

For assessors, LSAs and Quality Assurance Coordinators.

When a new candidate has been added, their portfolio needs setting up before it goes live. This guide explains the set-up step, and how to change a candidate's course if it's wrong or needs changing later.

• Setting up a new portfolio
• Changing a candidate's course

Setting up a new portfolio

Once you've added the candidate, their portfolio status is Set Up.

To make the portfolio Live, complete these screens:

1. Skills Scan, if it's enabled for the course
2. Unit Selections

When they're done, the status changes to Live automatically.

Changing a candidate's course

If the wrong course was chosen, or the candidate needs to move to a different course, even partway through, you can change it by returning the portfolio to Set Up status. No portfolio content is deleted.

Note: Depending on your centre settings, only a QAC or LSA may be able to do steps 2 to 4. If you're an assessor and can't see Return to Setup, ask a QAC or LSA at your centre.

Step 1: Return the portfolio to Set Up

1. Optional, but recommended if the candidate has made progress and is moving to a similar course: keep a record of their evidence links. Open the Evidence tab, select the table (Ctrl+A), copy it (Ctrl+C) and paste it into Word or Excel.
2. On the Portfolio Front Page, click Individual Learning Plan.
3. Click Return to Setup.
4. Click OK.

You can now choose the new course.

Step 2: Re-link evidence if needed

When the course changes, some links to criteria may be lost, but all evidence and plans stay in the portfolio. For each piece of evidence that needs re-linking, the assessor should:

1. Open the evidence and click Assess.
2. Click Link Evidence, tick the right criteria and click Done.
3. Click Cancel Assessment.

Step 3: Update the progress

1. On the Portfolio Front Page, click Check Completeness. See Check Completeness for more.
2. Click Check, wait for the screen to refresh, then click OK.
3. Go back to the Portfolio Front Page. The progress should now be up to date.

Related articles

• Add Candidate
• Skills Scan & ILP
• Portfolio Status
• Link Evidence