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Knowledge base
Getting Started Guides
Employer
1
Employer - Getting Started Guide
Administrator
1
Master Administrator - Getting Started Guide
Assessor
1
Assessor - Getting Started Guide
Internal Quality Assurance (IQA)
1
IQA - Getting Started Guide
Learner
1
Learner - Getting Started Guide
Assessors
Assessor Overview
17
Assessor Homepage
Assessor Dashboard & Forms/files
Choosing Units
Add a Timelog Entries
Progress Map (Gap Analysis)
See all 17 articles
Learning Plan
11
Booking a Session
Booking a Group Session
Book Repeat Sessions
Add Activity to Session
Add Action to a Learner
See all 11 articles
Evidence Library
12
Uploading Evidence and Add Feedback
Mapping Evidence to a Qualification
Signing Off Criteria
How to View Evidence
How to Request a Resubmit of Evidence
See all 12 articles
Resource and Activity Library
5
Adding Resources to the Resource Library
Add Resource to a Session
Create an Activity
Adding Activity to Session
Complete an Activity
Reports
2
How to Create a Custom Report
ASSESSOR REPORTS
Sessions Calendar
1
Sessions Calendar User Guide
Learner Profile
7
Viewing a Learner's Profile
Viewing a Learner's Profile - Action
Viewing a Learner's Profile - Contact Diary
Viewing a Learner's Profile - Contracted Working Hours
Viewing a Learner's Profile - Course
See all 7 articles
Timelog
2
Add a Timelog Entry
Timelog 20% Off the Job - Episodes
Smart Annotator
2
Smart Annotator - Access and Features
Smart Annotator - Supported Files Types
Blocks Sessions
3
BLOCKS -MASTER ADMIN
BOOKING BLOCKS- ASSESSOR
CREATING BLOCKS- ASSESSOR
Smart room
7
Audio settings
Claim Host
Chat Feature
How mute in zoom room
Sharing a screen
See all 7 articles
Internal Quality Assurance (IQA)
IQA Guides
7
Applying Samples to a Sampling Plan
Carrying Out Sampling and Editing Samples
Using Searches & Filters inside the Sample Plan and Exporting Plans to Excel
IQA Plan Management
User Defined Lists- Assessment Processes
See all 7 articles
Master Admin
3
Sample Plan Allocation
Master Admin Sample Plan Access
IQA Learner Allocation
Gateway Checklist
Gateway Checklist Creation
1
How to Create a Gateway Checklist
Assigning a Gateway Checklist
1
How to Assign a Gateway Checklist
Completing a Gateway Checklist
1
How to Complete a Gateway Checklist
Gateway Reporting
1
Gateway Reporting
Learners
Learner Overview
13
How to Download Resources
How to View the Progress Map
How to Change Your Password
Learner - Using the Learner Homepage
Learner - How to Give Feedback on a Session
See all 13 articles
Uploading Evidence
1
Learner - How to Upload Evidence
Employers
Employer Overview
4
Overview to the Employer Account
EMPLOYER GUIDE - DASHBOARD
EMPLOYER GUIDE - SIGNING DOCUMENTS
EILP Employer Homepage
Administrators
Administrator Overview
22
How to Create an Employer
Creating Users within Maintain Users
ROLES, RESPONSIBILITIES / PERMISSIONS
Creating an EQA Account
Creating a New Password
See all 22 articles
Administrator Advanced Features
10
Allowing IQAs/Assessors to Create New Learners
How to Add Custom Fields
Disabling Tabs in Learner Portfolio
How to Set the Review Frequency
How to Alter SMS Session Reminders Settings
See all 10 articles
Reports
2
Creating a Custom Report
Audit Trails
Qualifications
4
Importing a Qualification
How to Add a Course to a Learner
How to Add a Secondary Assessor to an Aim
How to set Maintain Assessment Criteria
Forms
8
Create a New Form
How to Edit an Existing Form
Review From - Create New from Template or from New
Enrolment Form - Create New or From Template
CSV Manager - Enrolment Forms
See all 8 articles
Management Dashboard
25
% Cancelled Sessions
Assessor Case Load
Assessor Skill Scan
Average GLH Per Planner
Average Learner Off the Job Training
See all 25 articles
Data
Smart Integrator
1
Smart Integrator - Data Transfer
Web API (Bridge Tool)
1
Data Transfer from MIS > Smart Assessor using API Data Bridge Tool
SSRS Reporting
6
Accessing Report Builder & Choosing Data Source
Choosing Data Set to Report on
Building your SSRS Report
SSRS Report Permissions
SSRS Report Subscriptions
See all 6 articles
Offline App
Offline Laptop App
4
How to Download Offline Laptop App
Offline Laptop App - How to Upload Evidence
Offline Laptop App - How to Complete Forms
Offline Laptop App - How to Edit and View Sessions
Mobile App
8
SA Mobile App - Learning Plan Screen (Android
Assessor Offline App - Assessor Dashboard and Progress
Offline App uploading Evidence
Android App Overview Guide - Assessor
Android App Overview Guide - Learner
See all 8 articles
SmartVLE User Guides
SmartVLE User Guides
15
How to reset a user's password.
User Management
Creating Bespoke Courses
Creating questions for an assessment
Creating Assessments
See all 15 articles
Participant Guides
3
Using your Learning Profile
SmartVLE Guide for Participants
Forcing a Merge of your Accounts
EQA Guides
Overview
2
How to create and EQA Login and attach Learners
Overview Guide
Ofsted
Ofsted
1
Supporting Ofsted Inspection
Course Builder 2019
Course Builder
4
Course Builder - Create New Course
Course Builder - Edit Existing Course
Course Builder - How to Import A Qualifcation
Course Builder - New Course Based on Exsiting Course
Site Configuration
Site Configuration
16
Custom Branding
Employer Renewal Reminders
Manage SMS Settings
Pop-up Message Configuration
Restrict Menu Access
See all 16 articles
Time log / Off the Job Training
Time log / Off the Job Training
4
Excluding Courses at Course and Learner level from the Off the Job training calculation
Contracted Work Hours & Yearly Holiday Entitlement
Timelog 20% Off The Job (Episodes Enabled)
Timelog 20% Off The Job (Episodes Disabled)
Reports 2019
Reports 2019
2
Create & Run A Custom Report
Run Set Reports - Form Report
IQA Administration
IQA Administration
3
View IQA Sample Plan - Master Administrator
Sample Plan Allocation - Master Administrator
Sample Plan Access and Export
Curriculum Manager
Curriculum Manager
7
RUN A REPORT - CURRICULUM MANAGER
SESSIONS TAB- CURRICULUM MANAGER
DASHBOARD- CURRICULUM MANAGER
DELIVERY PERFORMANCE REPORT
LEARNER TAB - CURRICULUM MANAGER
See all 7 articles