Bud Access for EQA Visit

Introduction

During an EQA Visit, the EQA will need to have access to Bud to allow them to view a sub-set of your learners to audit/review certain aspects of your IQA process.

User Roles

  • User Administrator

How to: Provide Access to Bud: 

Suggested Steps

To allow an EQA to have access to your learners, Bud suggests that you:

  • Create a user account for the auditor, with a known email address and password.
  • You should ensure you have access to the email account.
  • Raise your request via the help widget (using the 'EQA access' command or by selecting the service request option to start the work flow).
  • We will collect the details required during the workflow and our support team will apply bespoke settings.
  • Please allow 3 working days for this process. Support will confirm as soon as complete.

Once permissions have been applied to the account, to ensure the EQA can only see the learners they wish to see you will need to do the following:

  • Move the learners from their current trainer(s) to the ‘known account’ (Please note, the original trainer won’t have access to the re-assigned learners whilst they have been moved to the EQA user)
  • Once the audit has taken place – re-assign the learners back to their original trainer.
  • Disable the EQA user account.

For more information on how an EQA can best use Bud please click here. 

Bud Recommends

  • If the EQA has requested to see a learner who is on a break, withdrawn or completed, Bud recommends using a screen share session to enable the EQA to view that learner's data.
  • Name the user account something that is generic, whilst being obvious it is for the purpose of an EQA Visit.
  • Disable the account after the visit and request the account is re-enabled ahead of your next visit, remembering to allow 3 working days.