Yes, there is. The order needs to be:
- Commitment Statement
- Apprenticeship Agreement
- Training Plan
- Onboarding and others
Specifically, this is the order the compliance documents appear for the learner when they finish the Onboarding Wizard.
Also, in case the documents are generated manually by the tutor in the reverse order, the learner will receive Signature Required notification for each document created for them - but the corresponding document may not be available for signing yet, which is expected due to the order rule. To address this, the learner needs to sign the visible document first, and then the other document in the queue will be available for signing.
The example below demonstrates a scenario where the learner receives a notification for a Training Plan document, while only the Commitment Statement document is available for signing from the Signatures Required folder in the Documents page.
The same applies to employers: the Signature Required notification will be sent, but the document may have a greyed out ‘Sign’ button in the Signatures grid.
Please note, that this logic applies to learners and employers only. Tutors can sign the compliance documents in any order.