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04. Create an assessment plan

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A new assessment plan can be created within the Candidates tab. Click “create plan” for the candidate you would like to set up the assessment plan for. Give the plan a title and a start and end date for when you would like the candidate to focus on the requirements. Select "save" to make the plan active.

Click “add competence” to start selecting the competence elements that should be captured within the plan, and then click "save". You can expand the requirements within the plan to see more information.

Select “edit suggested evidence” to highlight to the candidate the specific pieces of evidence that you are looking for. Select the evidence types and then click "save" to complete.

You can print a copy of the plan by clicking on the "print" icon.

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