Start a project Assessment handoff tool
A received pack is not automatically an accepted case. Create a clear exchange record without entering apprentice data or confidential evidence.
Free working tool
Separate a sent pack, a received pack, an accepted case and an authorised result.
A practical output
Capture the evidence, owner and unresolved decisions behind the work.
Applicable plan/version, versioned minimum inventory, approved recipient and sharing/access boundary.
Receipt acknowledgement plus a distinct intake decision, reason and query/return route.
Review record, allocated responsibilities, exceptions and the decision on unresolved findings.
Authorised release role, recorded release decision and route for correcting or challenging the record.
Your original entries, a separate owner for each handoff, open questions, the observable outcome and a review point.
Download JSON or spreadsheet-safe CSV, or print the completed record. The tool does not inspect evidence or give a readiness score.
Explore the Journey to Meritura handoffUse this when a provider and assessment organisation need to agree what moves between them, what confirms receipt and who decides the next state. It is useful for a process review or a Journey-to-Meritura evaluation, and works as a standalone preparation record.
Record the occupational standard, assessment plan and version that govern the case. Confirm the relevant requirements and transition arrangements with the assessment organisation. Avoid assuming that every apprenticeship uses the same timing, evidence or gateway process.
Describe the evidence categories the recipient needs, the pack version and the sending owner. Identify what stays in the broader learner record. Agree the authorised recipient and sharing route; a handoff should not mean unrestricted access to every source-system record.
Specify what confirms receipt and where its reference is recorded. Then identify the separate intake decision: accepted, queried, returned or not yet decided. A technically successful send cannot answer whether the receiving organisation has accepted the case.
Name the role that receives a query, where the reason is recorded and how a corrected pack is versioned. Explain how the sender learns that a fresh decision has been made. Keep the original acknowledgement and the later decision distinguishable.
Agree the applicable allocation and quality-review checks with the assessment organisation. Record the responsible role, the evidence reference and unresolved findings. An assessment record, an intake query and a quality finding may need different people and different decisions.
Identify the authorised release role, the decision route and the treatment of unresolved exceptions. Completion of an activity or checklist does not itself release a result. Record who may authorise the state change and how a correction or challenge is handled.
The fictional pack has receipt R-DEMO but an unresolved evidence-index query. Intake acceptance is not recorded. The tool keeps that distinction visible and assigns the intake action to the receiving coordinator. An unknown quality-review owner remains unassigned; a draft release map is not treated as confirmed authority.
The record organises four handoffs: the authorised pack, receipt and intake, quality review, and human release. It preserves the plan reference, evidence inventory, original answers, owner roles, open questions and observable outcome. JSON and CSV include the full input record; printing provides a readable review copy.
A useful test is that the sending coordinator can tell whether a pack was received, whether intake has accepted it and who owns a query. Another is that a quality finding cannot be mistaken for a released result. Describe a process observation rather than promising assessment success.
Select Not known yet where a check is unresolved. Leave a role blank if ownership has not been agreed. The tool carries these gaps into the action record instead of assigning an imaginary decision-maker or producing an approval percentage. Even recorded evidence still needs inspection by the accountable team.
Assessment arrangements and plan versions can change. This guide was reviewed on 7 November 2026, but the applicable published plan and assessment organisation’s procedures control the real process. The planner does not determine eligibility, interpret a plan or replace the organisation’s assessment and quality systems.
For [case type] under [standard/plan/version], [sending role] will send pack [version] containing [minimum evidence categories] to [receiving role] for [purpose]. [Excluded categories] remain outside this exchange.
[Acknowledgement/reference] confirms receipt only. [Role] records the separate intake decision, its reason and any query at [record location]. The sender sees the decision through [route].
If [query/exception] is raised, [role] supplies [correction] in pack [new version]. [Receiving role] records a fresh decision and preserves the relationship to the earlier pack.
[Quality role] reviews [evidence/categories] and records unresolved findings. Only [authorised role] may record [release decision] through [agreed procedure].
