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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

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. Onl…

Updated by Shivang Shah

How to Manage Wellbeing Resources for Apprentices

Overview. This guide will help you understand how to add and manage wellbeing resources, such as internal policies and procedures, ensuring all learners can access the information they need during th…

Updated by Shivang Shah

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…

Updated

How to Add, Edit, and Archive Users (Staff)

Overview. In Smart Assessor, it’s important to keep staff records up to date to ensure emails are sent to the correct people. On the Maintain Users page, you can add new users or edit existing ones.…

Updated by Shivang Shah

How to Add Safeguarding Contact Details in Smart Assessor

What Is This For?. Smart Assessor lets you display your Safeguarding Officer's contact details directly on the Learner Dashboard. This ensures learners can easily access support if needed. Who Can Do…

Updated by Shivang Shah

How to Use the Audit Trails in Smart Assessor

What’s This For?. This guide helps Master Administrators understand how to view and use the Audit Trails to track activities and changes in the system. Who Can Access This?. Only Master Administrator…

Updated by Shivang Shah

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…

Updated by Shivang Shah

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

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…

Updated

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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How to Make All Courses Mandatory for Induction and Formal Reviews in Smart Assessor

What’s This For?. This feature ensures that all courses are automatically included in learner inductions and formal reviews. It removes the option for assessors to exclude any course, helping you sta…

Updated by Shivang Shah

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…

Updated

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