CONFIRMING UNIT COMPLETIONS

For assessors, candidates, IQAs and Quality Assurance Coordinators.

When a unit in a learning aim reaches 100%, it needs to be confirmed as complete, first by the assessor, then by the candidate, and then by the IQA. This guide explains each step, and how to undo a confirmation if you need to.

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• Confirming a unit as complete
• If the Confirm button isn't showing
• Undoing a unit confirmation
• Completing a unit early or recording prior learning
• Sending a declaration to someone else
• If the progress looks wrong

Confirming a unit as complete

When a unit reaches 100%, the unit assessor (set on the Individual Learning Plan) gets an Ecordia Message and a Unit Completion Declaration task.

The declaration then passes from person to person. To see who holds it, hover over the pen or tick icon next to the unit on the Portfolio Front Page.

Once the IQA has confirmed it, the unit shows as complete in the selected units on the Portfolio Front Page.

Units not being sampled: these still show as awaiting IQA confirmation, but the IQA doesn't need to confirm them. They're signed off automatically when Approve Final Verification is clicked. If no units in the portfolio are marked for sampling, the IQA gets a task for every unit instead. See Final IQA Workflow.

Note: Once the assessor confirms a unit, it's locked. No more evidence can be linked to it or unlinked from it, and it no longer appears on the Link Evidence screen.

If the Confirm button isn't showing

Whether you see Confirm depends on the workflow step and the status of the evidence linked to the unit. All linked evidence must have the status Assessment Complete. See Evidence Status.

If anything is blocking the unit, a table at the bottom of the declaration page lists the evidence that still needs attention.

Undoing a unit confirmation

You might need to do this to link more evidence to a confirmed unit, or to change a unit grade. What you do depends on who holds the declaration. Hover over the pen or tick icon to check.

Completing a unit early or recording prior learning

If a unit is complete before its progress reaches 100%, such as when there's already enough evidence, or for APEL, RPL or RPA, the assessor can override the progress calculation and mark it as 100%.

1. Optional: add evidence in the usual way, such as a certificate or a note explaining the prior learning. Link it to the unit and assess it as normal.
2. On the Portfolio Front Page, click Individual Learning Plan.
3. Click Manage Units.
4. Choose the unit, enter the Completion Date and add any comments.
5. Click Complete and Confirm.

The unit is locked, so no more evidence can be linked to it. The candidate is then asked to confirm the declaration, and the IQA is told the unit is ready for verification.

You can also click the unit on the Portfolio Front Page, then Manage Unit. See Manage Units (Override Unit Progress).

Sending a declaration to someone else

You can pass a unit declaration to another assessor or IQA.

1. On the Portfolio Front Page, click the pen icon for the unit.
2. In Send this Unit Completion to another person for Confirmation, choose the person and click Send.

If the progress looks wrong

Progress is updated each time the candidate accepts assessment feedback. At busy times, the update may run later the same day. To update it straight away, see Check Completeness.

Related articles

• Final IQA Workflow
• Check Completeness
• IQA Sampling Plan
• Evidence Status
• Manage Tasks