External Verifier Role

Modified on Wed, 25 Feb at 9:46 AM

The External Verifier account can be used for External Verification, SQA and EQA activities, and auditors such as EFSA, Ofsted, or other contractors.

1. Creating an External Verifier User account

1.1   From your "Dashboard", select the "Users" tab. Select the ’Add User’ button, left of the screen. You will now be able to enter in your User’s details:

1.2   User Information - Enter the User's personal details. Please note: All fields in bold are mandatory.

1.3   Contact Emails and Contact Phone Numbers: Click the 'More' button then enter in the contact details. The description field enables you to state the type of email or phone number i.e. Work or Home.

1.4   Roles: Select ExternalVerifier

1.5   Role Information:
  1.5.1   Select User's Centre (only necessary if you have sub-centres)
  1.5.2   Select Awarding Body (see note below) N.B: if this is changed you will need to click 'Update SV Links' on the Candidate SV Links screen for this   EQA.

Note: An External Verifier will be able to access the 'View Candidate' button for all candidates who are on a course where any of the learning aims on the Course are linked to the same Awarding Body as the External Verifier.

Access to the 'View Portfolio' button for users with the External Verifier role is based on the Linked Candidates on the 'Users/Candidate SV Links' page.

If you want your External Verifier to only have access to the Linked Candidates on the 'Users/Candidate SV Links' page, we recommend linking the EV to an Awarding Body which is not linked to any Learning aims. You might need to add an Awarding Body for this, which can be done by adding a Lookup .

1.6   Username: You must enter your User's username here. The username must be unique, but is NOT case sensitive. On saving you will be warned if you have chosen a username which is already in use, you will need to change it before you can save. For added security we recommend you include the name of the Training Centre when creating a username i.e. joe.bloggs@abc

1.7   Password: You must enter a password for your User here. Passwords ARE case sensitive, but on first login the User will be asked to change the password to something of their own choice.

1.8   Enabled: Ensure this box is ticked or the User will not be able to access their account even with the correct details.

1.9      User must change password: Ensure this is ticked so that the User is prompted to change their password when they login for the first time.

1.10      User cannot be messaged: Only tick this box if you do not want the User to be able to receive messages through Ecordia. If ticked no other Users will be able to message the User.

1.11      User work item forward to: Do not change this field, leave this set as ‘No forwarding’.

1.12   Save: Click ‘Save’. You can now modify or delete the record, or return to step 1.1 to add another User.

1.13   Upload files (Optional): Click on this button to browser, select and add one or more files to this User. The User can then access these by going to "My Account" / "Downloads".

2. Link Candidates for the EV/SV to access:

2.1 Go to the "Users" tab then "Candidate SV Links"

2.2 Select the relevant EV from the drop-down menu

2.3 Enter Search criteria if required

2.4 Click 'Search'

2.5 The search results will be displayed by means of a list of Candidates in the "Unlinked Candidates" section on the
left of the screen.

2.6 To move them to the right to the "Linked Candidates" section, highlight the Candidate on the left by clicking on the
name and, using the arrow in the middle of the screen, move them to the right. You can use the double arrow to
move all Candidates.

2.7 Click 'Update EV Links' at the bottom of the screen

Please note: At the end of the visit you can unlink all Candidates here and/or disable the EV account by removing the tick in the Enabled field, located next to the Account Username.

To avoid confusion for future EV visits, instead of creating a new account we would recommend that you re-enable the EV's existing account. Only add a new EV account if the EV changes.

WHEN DISABLING AN ACCOUNT, PLEASE REMEMBER TO ALSO DISABLE THE SYSTEM MESSAGE FEATURE. THIS CAN BE FOUND IN THE PERSONAL DETAILS SECTION UNDER EMAIL CONTACT AND TELEPHONE CONTACT. THE OPTION OF 'SYSTEM MESSAGES ALLOWED' SHOULD BE SET TO 'NO'.

Key words: Create EV, EV access, Lead EV, awarding body representative, EV account, EV visit, link Candidates to EV