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Roles, Responsibilities and Permissions

Updated by Shivang Shah

OVERVIEW

 This guide will explain the different roles and responsibilities within Smart Assessor and how a user can toggle between them.

Note: When a user is created, even if they have several roles within the system, they will only require one username and password. Their main role view can be made default via “Maintain Users” so this will be the first screen they see when they log on)

 

PREPARATION

 Users will need to be created and managed via the “Maintain User” section within Master Admin (see Maintain Users guide for more detail.

 

USER RESTRICTIONS

Only Master Administrators can create and maintain users.

 

DETAILS

 Once a user logs on they can toggle between their roles using the bubbles at the top of the page:

 

Smart Assessor Roles selection

 

ROLES, RESPONSIBILITIES AND PERMISSIONS

Master Admin

  • Set up and Maintenance of overall platform
  • Create and update User Accounts
  • Create Learner Records
  • Create Employer Records
  • Create and bespoke courses via course builder
  • Course planner
  • Create and update Forms
  • Manage Pop up disclaimer for Learners
  • Set review Frequency
  • Insert gateways to courses
  •  Import Data and Qualifications
  • Run Reports
  • Management Dashboard
  • Create Activities
  • Upload Resources
  • View all IQA sampling Plans
  • View IQA Reports per Learner
  • Access all Learners
  • Access completed Forms Email the Learner
  • Site configuration
  • Smart Coach (Against all active learners)
  • Enter Main Provider Details
  • Enter Subcontrators
  • Enter EPAO Details
  • Create a Commitment to Programme
  • Configure Turnitin
  • Override Smart Assessors OTJ Calculation to use Specified Off The Job Hours

Basic Admin

  • Create Learner Records
  • Create Employer
  • Records Run Reports
  • Access all Learners
  • Access completed Forms
  • Email the Learner View IQA Reports

Assessor

  • Home Page and Dashboard to monitor case load effectively
  • Create Learner Record (this permission can be removed by MA)
  • Create Employer and view Record (this permission can be removed by MA)
  • Create Activities
  • Upload Resources
  • Run Reports for their Case load
  • Access Learner Portfolios
  • Complete Skill Scan with Learners
  • Choose Optional units
  • Upload Evidence
  • Give Feedback on evidence
  • Ask the Learner to Resubmit evidence
  • Map/Reference evidence to criteria
  • Sign Criteria off as completed
  • Sign Units off as Completed
  • Request Electronic Signatures
  • Book Sessions with Learners: 1-1,group and smart room
  • Record session Planning and Feedback
  • Access offline Assessor App
  • Log attendance status for the sessions
  • Set Learner Actions
  • Record Teaching and Learning within Sessions
  • Attach Files to sessions
  • Complete Formal Review Sessions
  • Complete electronic Forms
  • View Learner Profile
  • Update Learner Contact Diary
  • Record Additional Learning Support
  • Update Learner Time log
  • View and export Progress Map per Learner
  • Email the Learner
  • View IQA Reports per Learner
  • Update own CPD log
  • Session Calendar
  • Smart Coach (Against Assessor Caseload)

IQA

  • Create Learner Record (this permission can be removed by MA)
  • Create Employer and view Record (this permission can be removed by MA)
  • Risk Rate Assessors per qualification
  • Add and Remove IQAs/Learners in Sampling Plans
  • Plan Samples
  • Sample Learner Portfolios
  • Set Assessor Actions
  • Leave Feedback for the Assessor
  • Attach files to the Sample and IQA Report
  • View all Learners on IQA Dashboard
  • Filter IQA Dashboard to access required Learners
  • IQA Approve Completed Learners
  • Email the Learner
  • View and export Progress Map per Learner
  • View Assessors CPD log
  • Run Reports
  • Set Items for Assessor Sampling
  • Conduct Assessor Sampling
  • Update own CPD log

EQA

  • Can only view Learners Linked to them
  • View Sampling Plan
  • View IQA Report per Learner
  • Access Learner Portfolio
  • Sign Unit Declaration

  Curriculum Manager -has individual Assessors linked to them

  • Management Dashboard
  • Create Learner Records
  • Create and view Employer Records
  • Run Reports
  • Access all Learners of linked Assessors
  • Access completed Forms
  • Email the Learner
  • View and export Progress Map per Learner
  • View IQA Reports per Learner
  • Smart Coach (Against Learners under their selected Assessors)

Custom Manager -has individual learners linked to them

  • Create Learner Records
  • Create and view Employer Records
  • Run Reports
  • Access all linked Learners 
  • Access completed Forms
  • Email the Learner
  • View and export Progress Map per Learner
  • View IQA Reports

Employer Overview

  • View Overall Progress of all Learners within the Organisation

Employer Manager

  • View Overall Progress of individual Learners that are linked to them
  • View Unit Progress
  • View evidence mapped/referenced to units
  • Sign documents electronically
  • Upload evidence directly to a Learners Portfolio
  • Email the Learner View
  • Export Progress Map per Learner

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