Select the option that best describes each factor. The system calculates a risk score, determines the required sample size, and generates a full audit rationale.
📊 Risk Assessment Factors
Assessor Experience
×2 weight
Past Performance
×2 weight
Qualification Complexity
Cohort Size
Stage of Course
EQA / External Risk
Assessment Type
Risk Score
0
Low Riskmax 25
25%
Moderate Risk — Standard Sample
⚠ Manual Override Active
%
The override reason will appear in the audit rationale. Clear the % field to revert to the calculated rate.
Use only when EQA or centre policy requires a specific rate
📅 Key Dates & Assessor Details
Assessors
IQAs
Scheduled Dates (email reminders sent to both IQA and Assessor 7 days before and on the morning of each date)
—Satisfactory
—Error Rate
—Flagged
—Complete
Planned
Satisfactory
Action Required
Pending Review
Mandatory Check
Feedback (to do)
Feedback (done)
Not Sampled
Not saved
⚠️Another user is currently editing this plan. Changes may conflict — last save wins.
0 Planned
0 Satisfactory
0 Action Required
Completion: 0%
⚠️ High error rate detected. Consider increasing sample size or scheduling an additional assessor observation.
Building sampling grid...
📈 Group Health
✅ Action To-Do List
🔍 Pattern Analysis▼ Show
👤 Learner Error Rates▲ Hide
👁️ Assessor Performance▲ Hide
📅 QA Records▲ Hide
🧠 Adaptive Strategy Summary
📅 QA Records
Scheduled visits, standardisation meetings, staff qualification documents, and the assessor observation.
✅Email reminders are active. Both IQA and Assessor will receive notifications 7 days before and on the morning of each date.
⚠️Add the IQA email address in the Risk Profile to enable email reminders.
📁 Staff Qualification Documents
👤
Assessor Documents
CV, qualification & specialist evidence
Primary Assessor
Select an assessor in the Risk Profile to upload their documents here.
🎓
IQA Documents
CV, qualification & specialist evidence
Primary IQA
Set the IQA name in the Risk Profile, then upload documents here.
🔍 EQA Records
👁️ IQA Observation of Assessment Practice
Complete the form digitally, or download a blank PDF to fill in on-site and upload when done.
Upload Completed PDF (if filled in on paper)
📎Upload completed observation form (PDF or photo)
1. Pre-Assessment Check
CriteriaStatusIQA Comments
PreparationDid the assessor have the right tools / drawings / RAMS?
BriefingWere the learner's instructions clear and safe?
EnvironmentWas the work area checked for hazards (Health & Safety)?
2. The Assessment Process
CriteriaStatusIQA Comments
ObservationDid the assessor stay focused on the learner's technique?
QuestioningWere questions mapped to the criteria? (No leading questions)
FairnessWas the assessment conducted without bias or interference?
3. Post-Assessment & Feedback
CriteriaStatusIQA Comments
FeedbackWas it constructive, timely, and recorded accurately?
ResultWas the Pass / Fail decision correct based on evidence?
Next StepsDid the assessor agree on the next task with the learner?
4. IQA Summary & Action Plan
✅ Action Lists
IQA and assessor to-do lists — track actions, set target dates, and send reminders.
📄 Reports & EQA Audit
Plan summary, audit pack download, and EQA access management.
📊 Sampling Progress ▼ Show
📋 Compliance Checks ▼ Show
📅 Key Dates ▼ Show
👁️ Assessor Observation ▼ Show
🖨 IQA Folder Sheets▼ Show
Generate a printable IQA feedback sheet to go in each learner's portfolio folder — or hand directly to the assessor.
Shows every sampled unit, its outcome, any actions required, compliance status, and IQA sign-off.
or select an individual:
🔍 External Quality Assurer (EQA) Access
Add your EQA's email address to grant them read-only access to all IQA plans at this college.
They will receive a link to a live dashboard showing every group, the sampling progress, risk levels, and observation outcomes.
The EQA must have a PlumbMate account with the email above. They will see a read-only view of all groups at .
✅EQA access granted to
📝 IQA Notes for EQA
Add any narrative or context you want the EQA to see alongside the data — strategy, risks, areas of focus, etc.
🧠 Adaptive IQA Strategy (shareable with EQA)▼ Show
The adaptive strategy below is auto-generated from your risk profile and QA dates. It can be shared with the EQA as evidence of a responsive, proportionate IQA approach.
—
Unit Check
Learner · Group
—
⚡ Import Transferred Learner
Bring a learner from another group — their IQA data moves with them
Current Learners
To edit a name, use the ✏ button on the sampling grid.
⚡ Import Transferred Learner
Bring a learner from another group into this plan — their existing IQA data moves with them.
👥 Standardisation Meeting
Meeting date
📋 Compliance Checks
Learner name
📋Compliance Checks — recorded at the start of the sampling plan. Mandatory for every learner.
✅ Portfolio Sign-Off
Learner name
✅Portfolio Sign-Off — completed at the end of the sampling process. Both signatures required before sign-off.
📝 Feedback Check
Learner · Module
—
ℹ️ Check the assessor's written feedback record for this module. This is mandatory for every sampled learner.
Learner—
Module—
Feedback Record Checks
⚠️ Adaptive IQA Alert
High error rate detected
C&G Guidance: When error rates are high, increase sampling for affected learners and consider whether assessor practice needs reviewing.
Flagged Learners
👁️
Assessor Observation Recommended
✅ Action Resolved — Consider Resampling
Unit resolved
C&G Guidance: When an action is resolved, sampling adjacent units confirms whether the assessor has genuinely corrected their practice across all units, not just the flagged one.
Suggested Adjacent Units
Click a unit to open it in the sampling plan, or dismiss and add units manually via the grid.