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Master Admin (Admin Tab)

Main Provider Details

Selecting the Main Provider Details menu item will take you to a new page where you can enter these details. The Company Name field is the only mandatory field. These details will populate the Main P…

Updated by Shivang Shah

Audit Trails

OVERVIEW . This guide will show Master Administrators what information can be seen in the Audit Trails. PREPARATION . User must be logged in with access to the Admin menu. USER RESTRICTIONS . Users w…

Updated by Ben Brownlee

Qualifications - Exclude from Overall Progress

OVERVIEW. Smart Assessor provides the opportunity to exclude courses from overall progress calculations, such as induction, bespoke training courses or bespoke courses created via course builder. PRE…

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Client Configuration

OVERVIEW. Client Configuration is an area where settings can be applied to effectively manage the way the system operates. PREPARATION. Alterations applied to setting impact the whole site and are ac…

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Commitment to Programme

Selecting the Commitment to Programme menu item will take you to a new page where you can see Commitment to Programme Statements for the Employer, Learner and Provider. These have been pre-populated…

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Creating and Editing a User Account (Staff)

OVERVIEW. Within Smart Assessor, keeping staff records up to date is crucial to ensure emails are going out to the correct addresses. Using the Maintain Users page, there is the ability to add new, a…

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Roles, Responsibilities and Permissions

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 w…

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How to update non learner's User ID in smart assessor

Logged in as a Master Administrator, select the Admin Tab and then click on the Maintain user. Update the non-learner’s User ID. Then click on the Update. Note: if the new chosen username already exi…

Updated by Shivang Shah

Add/ Edit Wellbeing Resources

Wellbeing resources can only be created by a Master Admin and are available to ALL learners via the Wellbeing Resources tile. To add or edit a Wellbeing Resource: Select the Admin navigation tab. Cli…

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Turnitin Configuration

OVERVIEW. This guide will show how the user can enable Turnitin integration on their site. PREPARATION. The user must have a Turnitin account and have generated the unique API key within Turnitin for…

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EPAO Details

When you select the EPAO Details menu item, you will be redirected to the EPAO Details page. Here you can enter details of any EPAOs that are involved in the End Point Assessment for an Apprentice. I…

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Subcontractor Details

When you select the Subcontractor Details menu item, you will be redirected to the Subcontractor Details page. Here you can enter details of any Subcontractors that are involved in the delivery of th…

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bksb configuration

OVERVIEW. This guide will show how to configure the Master Admin settings to enable the bksb link on the Learner Dashboard. PREPARATION. Users must have the bksb URL for their bksb client site. USER…

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