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  • Title - this is a short title for the appeal and can be used for any purpose. This title will be shown in various places and can be used to identify the appeal. For example, some of our customers have multiple states of appeals so this could indicate a “Stage 1” or “Stage 2” appeal against an element.

  • Summary - this is a summary of the appeal, it might include initial details about why it’s being raised and acts as a description. It has a character limit of 1000 characters.

  • Status - internal users are able to edit the status when creating or editing an appeal. The status indicates where the appeal is and who needs to perform an action on it. External users will only be able to trigger the status change when adding comments - see the release notes for Appeals - New appeal Appeal Details Screenfor details.

  • Requested By - this is an informational field to indicate who requested the appeal, this is to account for the appeal being created by a user that did not request it. For example, a provider creates it on the apprentice’s behalf.

  • Requested Date - this is the date the appeal was requested, again to account for it is different to when the appeal is created.

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A new “Appeals” widget has been added to the manage element side drawer. This widget provides a way to create an appeal for the element, providing the creation criteria has been met, and also see a history of past appeals linked to the same element.

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Image Added

Each appeal row in the side drawer will display the title and current status and then when clicked on will also show the following details:

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Assessment Component Changes

Note

This change requires the assessment components to be updated with the relevant appeal window.

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By default this value will be 0 days when deployed and so external users will not have the ability to raise an appeal against an element.

This change stamps a last appeal date against the result when the QA is published. This means existing results have not been retroactively updated to have a last appeal date. These results will be assumed to have passed the appeal window.

A new Appeals Window field has been added to the assessment components.

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This is the number of days after the QA has been published that an external user can raise an appeal. Once this date passes external users will lose access to the create appeal button. Internal users will still have access to this button.

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When selecting “Appeal” as the reason for a result adjustment a second dropdown will now be shown, allowing an appeal to be selected from the list. By default the result adjustment screen will automatically select the most relevant appeal, i.e. one that is linked to the element/certification being adjusted, however, the adjustment can be linked to any appeal if needed.

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The new dropdown will show all open (including awaiting response status) appeals for the apprentice and will show the title of the appeal, the component name or “Certification” it’s linked to and the current status of the appeal.

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The criteria around when a certification can be QAed has been updated to now take into account the new appeals system. A certification can not cannot be QAed if there is an open appeal.

Manage Certification Changes

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These notifications have some special conditions when a provider or employer triggered the notification. In this instance, the notification will not be sent to the other users of the provider or employer. The notification will also not be sent to the user that triggered the notification.

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  • Appeal Created - This is sent when an appeal has been created against a certification or element result.

  • Appeal Updated - This is sent when an appeal has been updated in any way. This includes:

    • A new comment has been added, edited or deleted

    • A file has been linked or unlinked

    • The appeal’s basic details have been changed

    • The appeal has been reopened

    • A result adjustment has been made against any element or certification and linked to the appeal

  • Appeal Closed - This is sent when the appeal has been closed.

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A new report has been added to a new “Appeals” category within reporting. The new report is called “Appeal Summary” and will provide summary details about an appeal. This report can also be filtered by the usual reporting filters, standard, provider, specialism, employer and via a new “Appeal Status” filter.

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Permissions

Info

A new permission has been added under the reporting heading called “Appeal Summary” this permission has been given to the “owner” and “awardingorganisation” roles by default

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