Note:- This work is being loaded to the Sandbox environment https://sandbox.epapro.co.uk/ to allow early testing prior to it being loaded to UAT.
There are a few sections still to load, so this document and the work, is currently In Progress
Validation Windows
We have introduced optional booking window settings, within which planning meetings are booked. These can be found in the System Management → Configuration screen, on the Availability tab.
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The new configuration options are as follow:
Booking Notice Additional Info - This is to define any extra information that you wish to provide relating to your bookings process, when users are booking planning meetings.
Booking Notice Period - This is the number of days notice needed to undertake the planning meeting. So, a planning meeting cannot be booked for a date before today, plus the number of days defined in this setting.
Estimated Gateway Processing Period - This is the estimated number of days required to completely process a gateway.
Booking Period Maximum - This is the maximum number of days after the apprentice’s EPA date, that a planning meeting can be booked.
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If these optional settings have been set, and there is no capacity available, the EPAO will need to book the planning meeting using the Manage Planning Meetings screen. |
We have also added a helper to the Planning Meeting Booking screen that provides details of where these configuration settings relate in regard to the availability that is displayed on the booking screen. This can be found on the Available Times section of the booking screen.
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Where these configuration options have not been set, the slots will be calculated based on the user group, or EPA's availability - no notice periods will be taken into account, however, a one year restriction will be placed on when a booking can be made. |
Booking Capacity Management
We have added a new screen to allow for a central place to manage planning meeting bookings (both provisional and approved) for the available resource.
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Default - This will cause this standard to behave as the system does currently. The system default group “Planning Meeting Bookings” will be used, and if that group has not been configured it will fallback to the apprentice’s assigned EPA if they have one
Apprentice’s EPA - This will force the calculations to always use the apprentice’s assigned EPA, if they have not had an EPA assigned then there will be no availability
Group - Currently only the system default “Planning Meeting Bookings” can be selected, this will force the calculations to always use the group selected. If the group has not been configured, then there will be no availability
Planning Meeting Booking Validation
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Generation of ICS attachments
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