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Module 12 / 18

Staff

The staff evidence an awarding body asks for, already assembled.

CVs, CPD records and qualifications per assessor, plus who is carrying how many learners — so you spot the over-committed assessor before they tell you.

Workload view1 over capacity
Staff evidence

The CVs and CPD the audit will ask for, already filed.

CVs, qualifications, DBS, CPD records — one page per staff member, with expiries and renewal reminders built in. When the EQA asks, you're ready.

  • CV · quals · DBS · CPD, in one record
  • Renewal reminders on the expiring items
  • Awarding-body specific evidence templates
  • Exports as a signed staff pack
Learner recordONE PAGE
AB
Aisha Bello
NVQ L2 · Assessor: K. Morley
ACTIVE
ProfileEvidenceProgressSign-offsComms
Email
[email protected]
DOB
12 Mar 1994
Course
NVQ Level 2 — Bricklaying
Employer
Northrise Construction
Role-based access

Each staff member sees what they should.

Role-based access controls what each user sees — assessors see their learners, IQA sees their sample, admins see all. No accidental over-sharing.

  • Role-based access on every route
  • Row-level scoping · assessor only sees their learners
  • Custom roles for specialist users
  • Audit log of every permission change
Compliance checks0/4
Consent captured with timestamp
Data Protection Act 2018 · Art. 7
Data stored in UK region
AWS eu-west-2 · encrypted at rest
Learner can export their record
One-click JSON + PDF export
Learner can request deletion
Right to erasure · 30-day workflow
One directory

Who's doing what, at a glance.

A single team directory shows role, scope, current load and next CPD renewal. Bring a new assessor on board, or spin one down, without spreadsheet gymnastics.

  • Directory searchable by role, qualification, location
  • Onboarding checklist per new hire
  • Offboarding revokes every scope in one click
  • Handover tools when a learner moves assessor
RoutingNamed owner · SLA clock
Unassigned
1 waiting
Owners
Priya
Karim
Sasha
Deepak
Unassigned · Awaiting routing rule
Everything in Staff

The full list, included on every paid plan.

No feature caps, no upgrade prompts. Pick a tier by team size — the product doesn’t change between plans.

Staff features10 items

  • Staff directoryYes
  • CV records per staff memberYes
  • CPD records + hours trackingYes
  • Qualifications + DBS on recordYes
  • Workload view per assessorYes
  • Renewal reminders on expiring itemsYes
  • Reassign caseload in one dragYes
  • Signed staff-pack exportYes
  • Search by role / qualification / locationYes
  • Multi-site + multi-tenant staff supportYes

Security5 items

  • Role-based access on every routeYes
  • Row-level scoping · assessor sees own learnersYes
  • GDPR-safe HR data handlingYes
  • Audit log of every permission changeYes
  • Offboarding revokes every scope in one clickYes

Advanced features4 items

  • Onboarding checklist per new hireYes
  • Handover tools when a learner moves assessorYes
  • Custom-role definitions for specialist usersYes
  • Consistent-overload flagging in reportsYes
Explore other modules

All 18 hang together. Pick where the next thread runs.

See all 18 →
FAQ

The five things that actually stop people signing up.

Still something open? Ask it on the walkthrough — we’ll use your own qualifications in the demo workspace.

  • We've got eight years of records in spreadsheets.
    CSV import is supported for learners, qualifications, certifications and invoices. Your onboarding includes a 30-minute call where we map your actual exports — including the messy ones with merged cells and a header row three rows down. You don't have to tidy them up first.
  • Our qualification isn't a standard one.
    29 common UK qualifications ship as seeds and 15+ awarding bodies are pre-loaded, but you can add bespoke qualifications under any awarding body — including your own internal awarding body for in-house programmes that nobody else accredits.
  • Will assessors see learners they shouldn't?
    No. An assessor sees only the learners they're assigned to. Six roles ship out of the box — Admin, Programme Manager, Admissions Officer, Assessor, Finance and Viewer — each with 40+ granular permissions you can edit, or you can build custom roles from scratch.
  • What happens to our data if we leave?
    You get a full export on cancellation and a 30-day grace window, then permanent deletion on request as GDPR requires. No contract, no notice period — cancel from billing settings and the account runs to the end of the cycle you've paid for.
  • How long until we're actually running on it?
    A guided setup wizard, a sample-data workspace to learn on before you touch live records, then your CSV mapping call. Most centres are running their real cohorts within a week.
See it with your own qualifications in it

Manage with confidence.

Set the workspace up in an afternoon, import your learners from CSV, and watch the first renewal reminder go out on its own.

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