Archive Portfolio

For LSAs and Quality Assurance Coordinators.

When a candidate has finished their learning, you can archive their portfolio. You can archive a portfolio whose portfolio status is Ended or Suspended. If it's still live, you first need to end the learning. The Archive Portfolio button then appears.

Ending the learning and archiving the portfolio

1. Click the Candidates tab and find the candidate.
2. Click View Portfolio.
3. Click Individual Learning Plan.
4. Click Manage Learning Status.
5. In the Add New Status Change section, fill in the details to end the learning.
6. Click Change Status. The status on the Portfolio Front Page is updated.
7. Click Archive Portfolio, near the bottom of the Portfolio Front Page.

If the portfolio is already Ended or Suspended, go straight to step 7.

For more about ending learning, see End Portfolio / End Learning / Break in Learning.

Candidate logins: once a portfolio has been ended or archived, the candidate can't log in. To let them log in again, go to their View Candidate page, click Modify, tick Enabled in Account Settings, and click Save.

Tip: Before archiving, it's a good idea to export the portfolio so the centre and candidate have a copy to keep.

To bring an archived portfolio back, see Re-activate a Candidate.

Related articles

• Portfolio Status
• End Portfolio / End Learning / Break in Learning
• Re-activate a Candidate
• Export Portfolio