| Portfolio Status | Description | How to move forward to next status | How to move back to previous status | Allow
'Modify ILP'
| Allow
'Manage Learning Status' |
| Set-up | The portfolio is not set-up , the skills scan and unit selection is not yet complete | See Portfolio Set-up |
n/a - although candidate can be deleted if the user has not logged in
| n/a | n/a |
Live
Gateway, In EPA, Onboarding, On-programme (Users have the same access rights when in Gateway as with Live, and you can filter on this portfolio status on the Candidate Search page.)
| Units have been selected. Plans and evidence can now be added to the portfolio, and units can be confirmed complete when ready |
All units must be confirmed complete by assessor and candidate
| To move back a step:
See Return to Set-up | Yes | Yes |
| Finalising | All units have been confirmed complete by the assessor, and the portfolio is ready to submit for final verification
|
Click 'Submit for Final Verification' on portfolio front page.
Available to assessor, IQA and QAC
|
To move back a step:
Click 'Undo Finalising' on portfolio front page.
Available to LSA and QAC | Yes | Yes |
| Final Verification | Portfolio has been submitted for final verification
One or more of the folowing will prevent the Primary IQA from approving final verification:
1) Have all units reached 100% complete?
2) Have all Units Completion Declarations been confirmed complete by both assessor and candidate?
3) Has the IQA clicked 'Finish Verification' on all evidence being verified.
4) Is there any negative IQA feedback which has not been confirmed as complete with subsequent 'positive feedback'?
5) The IQA must be the holder of the portfolio. If not, then a QAC can move the status back a step, then forward again which will update the holder.
|
Click 'Approve Final Verification' on portfolio front page.
Available to assessor, IQA (if portfolio holder) and QAC |
To move back a step:
Click 'Not Yet Approved' on portfolio front page.
Available to IQA and QAC | No | No |
| Certification | Final Verification has been completed and approved, and all plans and evidence in the portfolio are now 'ready only' |
Click 'Portfolio Certified' on portfolio front page.
Available to IQA and QAC
|
To move back a step:
Click 'Undo Final Verification' on portfolio front page.
Note; the completion date will not be cleared, but will be over-written the next time Approve Final Verification is clicked.
Available to IQA and QAC | No | No |
| Complete | Certificate has been claimed. It is recommended candidate and centre export a copy of the portfolio to store on static media | See Manage Learning Status |
To move back a step: Click 'Undo Certification' on portfolio front page.
Available to Quality Assurers only | No | Yes |
Ended
(Achiever Status (pass, merit etc), withdrawn: Users have the same access rights when in Gateway as with Live, and you can filter on this portfolio status on the Candidate Search page.)
| Candidate is no longer actively working towards the course. The portfolio status will return to its previous step if the portfolio is recommenced by the centre. |
Click 'Archive' on portfolio front page.
Available to LSA and QAC | To move back a step:
See Manage Learning Status | No | Yes |
| Suspended | Candidate is no longer actively working towards the course, but intends to return. The portfolio status will return to its previous step if the portfolio is recommenced by the centre. |
Click 'Archive' on portfolio front page.
Available to LSA and QAC | To move back a step:
See Manage Learning Status | No | Yes |
| Archived | Candidate is no longer actively working towards the course, and the portfolio has been archived. | n/a |
To move back a step:
Click 'Undo Certification' on portfolio front page.
Available to LSA and QAC | No | No |