Assessments - Adding Assessments to a Learning Plan

Introduction

Assessments in the learning plan give you a single, structured place to plan and track the formal assessments a learner needs to complete, sitting alongside their activities so the full picture of their progress lives in one plan. Rather than tracking assessment dates and outcomes in spreadsheets or separate systems, you can now add an assessment directly to a learner's plan, schedule it, and keep everything visible to the learner, their trainer and your wider team.

This article shows you how to add an assessment to a learner's learning plan, enter its details, and set its schedule. Once added, you can record attempts, results and completion against it — covered in the companion article, How to Add Attempts, Record Results and Complete Assessments.

Users

This article is for:

  • Trainers
  • Operations Managers
  • General Admins

Bud Recommends

  • Add the assessment as soon as it's confirmed, not retrospectively. Capturing it early means the learner can see what's coming and the scheduled dates can do their job.
  • Use a clear, consistent naming convention so assessments are easy to find on the plan and easy to report on across your caseload.
  • Schedule realistically against the learner's wider plan — including gateway, end-point assessment windows and any awarding-body constraints — so the dates you set reflect what the learner is actually working towards.

How to: Add the Assessment

  1. Open a learner's Learning Plan. 
  2. Scroll down to the content section of the plan, and click Add assessment.
  3. Enter the details of the assessment details.
    • Fields marked with an asterisk are mandatory.
  4. Enter the schedule information to set when the assessment should take place, and the current status.
  5. Select 'Create' to add the assessment to the learning plan.

The assessment will now appear in the learner's plan, ready for you to record attempts and results against it. You can use the filters to easily locate Assessments: 

Please note: the learner can view their assessments in their own learning plan.

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