Use Fund Manager to log assessments for learners.
Log assessments as follows:
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On ebs: ontrack Hub, go to Fund Manager > Assessments and then select .
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Select the Funding year, such as 32 (2025 - 2026) and the Fund type, such as Bursary.
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Complete the Assessment details section as defined in the table Assessment details.
Assessment details Field Notes Assessment type
The type of assessment such as Initial, Physical, and so on.
Assessment status
The status of the assessment such as Pending, External, and so on.
Assessment date
The date of the assessment such as 30/3/2025.
Assessment coordinator
The staff member coordinating the assessment for the learner.
Assessment cost
The cost of the assessment such as £375.00.
Reclaimable
Whether the assessment cost can be reclaimed.
Review date
The date that the assessment must be reviewed, such as 30/3/2026.
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Search for the learners using the search options. For example, to find learners by First name, Surname, or Person code. Note that you can also select Show filter options to use additional criteria, such as Date of birth, Age, Course code, and so on. After applying the relevant search options, select .
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You can then Select all the learners found or select individual learners. Then, select .
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Select to review the selections and if necessary, update the selections. Then, you can the learners to the fund.
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After logging the assessment you can then manage the assessment by selecting the vertical ellipses and take the following actions:
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View or edit assessment
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Delete assessment
You can manage multiple assessments on the grid by selecting Enable editable grid. For example, to change the assessment coordinator for multiple learners.
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