ecordia - Powered By HelpConsole 2012

Contents

Ecordia Help
- Contacting Ecordia Support
- Known Issues
- Frequently Asked Questions (FAQ)
  - Technical and Data FAQ
- Trouble-shooting
  - Connection Problems/empty browser cache
  - General Problems
  - Not Receiving Email Notifications
  - Page Validation Messages
  - Removing Attachments and/or Feedback
  - Script Error
  - Security Error
  - SSL Certificate Issues
  - Principal not found or wrong type
All Users
- How Ecordia Works
- What You Need - System Requirements
- Logging In
- SMS Messages
- Copy and Paste Text
- Split Screen / Windows
- Task Notifications
- Using the Text Editor
  - Hyperlinks
- iPad Users
  - iPad - Taking a Screenshot
  - iPad - How to find your iOS Version
Candidate Guides
- Getting Started
- Welcome To Your Online Portfolio
- Your Portfolio Front Page
- Accepting Plans
- Upload & Submit Evidence
- Link Evidence
- Accepting Feedback
- Sharing Evidence with a Mentor
- Blue Portfolio Tab
- Pro Subscription
- Quick Guide
Other Role Specific Guides
- Assessor
  - Quick Guide - Assessor
  - Assessing
    - Assessment Workflow Diagram
    - Assessment Decisions
    - Permission Request
    - ASSESSING EVIDENCE
  - PLANNING
    - Modify a Plan
    - Reviewing a Plan
    - Deleting a Plan
  - Adding Online Tests To a Portfolio
  - Media Manager Tools
- Second-Line Assessor
  - Second-Line Assessment of Evidence
  - Second-Line Assessment of Unit Confirmation
- Expert Witness
- External Verification/External Examiner
  - EQA SQA Video Guide
  - Moderator – Sampling a Unit
- Independent Assessor/End Point Assessor
- Internal Verifiers / IQA
  - IQA
  - Final IQA Workflow
  - Formative Internal Quality Assurance
  - Summative Internal Quality Assurance
- QAC / LSA
  - Change an Assessor for IQA or a candidate
  - Ecordia Security Notification
  - Re-activate A Candidate
  - SMS Account Set-up
  - User Preferences
  - Using Snippets
EcordiApp - Mobile Application
- EcordiApp (Android)
  - ECORDIAPP
  - Candidate User Guide
  - Assessor User Guide
  - Other Users Guide
  - Offline and Sync
  - Offline Working
  - Witness Signatures
- EcordiApp (Apple/iOS)
  - ECORDIAPP
  - Candidate User Guide
  - Assessor User Guide
  - Other Users Guide
  - Offline and Sync
  - Offline Working
- EcordiApp FAQ
Dashboard/Start
EPAS
Connect
- Online Meeting
  - Join a Meeting
- Ecordia Message
- SMS
Candidates
- Add Candidate
- Bulk Candidate Update
- Record OTJ Logs
- View Candidate
  - Assign Additional Users
  - Candidate Registration Data
  - Change Primary Assessor or IQA/IV
  - Delete Candidate
  - Modify
  - Password Reset - for a candidate
- View Portfolio
  - Set Up Portfolio
  - Portfolio Status
  - Show Standards
  - Skills Scan & ILP
  - The Portfolio Tabs
    - Front Page
      - Archive Portfolio
      - Check Completeness
      - Contact Log (Add/Modify)
      - Online Document
      - End Portfolio / End Learning
      - Export Portfolio
      - Manage Events
      - OTJ Logs
      - Portfolio Comments
      - Re-activate a Portfolio
      - Recording Off Job Training
      - Offline/Online Candidates
        
        Workflow Diagram
        Quick Guide - Offline Candidates
        Recording Completed Units Only
      - Selected Units
        
        Unit Checklist Feature
        Unit Comments
      - CONFIRMING UNIT COMPLETIONS
      - Time Taken
    - Plans
      - The Plans Tab
      - Add Evidence Types / Requirements
      - Submit a Plan
      - Add / Edit Attachments
    - Evidence
      - The Evidence Page
      - Evidence Status
      - Setting Written Questioning
      - UPLOAD EVIDENCE
      - Removing Attachments
      - Change Evidence Properties After Assessment
      - PLAGIARISM CHECKER
      - Plagiarism Checker through Turnitin
    - Feedback
    - History
    - Blue Tab/Portfolio of Evidence
- Register on EPAS
Users
- Add User
- Delete User
- External Verifier Role
  - Ofsted access
- Mentor Role
- Training Manager Role
- Tutor Role
- Workplace Manager Role
- Assessor or IV has left your centre
- Disable a User Account
- Password Reset - manually
- Teams
- Candidate SV Links
QA
- Manage Tasks
- Workflow - Moving Items
- IQA Sampling Plan
- IQA Evidence Sampling
- Portfolio Bulk Export
Reports
- Candidate Evidence Assessment Data
- Evidence Sampling
- Gap Report
- INTERACTIVE PROGRESS REPORT
- IQA Activity
- IQA Assessor Candidate Data
- IQA Dates with Feedback
- IQA Sampling of Assessors
My Centre
- Manage
  - Centre Settings
    - Colour Code Results on Candidate Search Page
    - Plagiarism Checking Service
  - Creation Permissions
  - Manage Checklists
  - Access to Candidates
- Lookups
  - Contact Log Types (Add/Edit)
- Workplaces
- Online Documents
- Snippets
- ENQUIRIES
- Custom fields
Course Admin
- Learning aims
  - Credit Values and Rules of Combinations
  - UCAS Points
  - Create Online Tests
  - Create Online Workbooks
  - Suggested Links
- PE Components
Resources
- Adding Resources
- Resource Notifications
My Account
- Preferences
- WORK TEMPLATES
- Change Password
VLE / Course Management System
- Add/Create Course Sessions
- Create A User
- Add Delegates
- Search/Add A New Employer
- Adding New Course Profiles
- Search/Add Or Modify Resources
- Adding A Venue
- Adding A Candidate Call Log
- Adding A Dispute Flag
- Raising An Invoice
- Linking Delegates To An Invoice Already Raised
- How To Add/Modify A New Product To Appear On Invoices
- Adding A Sales Receipt
- Adding New Or Editing VAT Codes
- Adding New Payment Terms To Invoices
- Trainer Hub
- Adding Course Cost In The Trainer Hub
- Delete Course Session
- FAQ (CMS)

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