Learning Plan – Assessments: How to Add an Assessment

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 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 is available to users with the following Bud rules:

• 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.
• Your Learners and their Employers have visibility of the Assessments in their plan.  

How to: Add manual Assessments to a Learners Plan

1. Open the learner's Learning Plan. 
2. Scroll down to the content section of the plan.
3. Click the 'Add assessment' button.
4. Enter all of the details of the assessment 
   • All fields marked with an asterisk (*) are mandatory and must be completed.
5. Enter the schedule information to set when the assessment should take place and the current state.
6. Click '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. See this article for information on updated the assessments and recording results.