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We are introducing new functionality soon, in the form of Assessment Milestones; we have extended schemas to provide a list of the required uploads needed as part of the assessment, along with a method of creating rules around when an upload needs to be received by e.g. max 3 days after Gateway.
Structured uploads to make it easier for users to provide the correct information
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The regular “Save” button has been replaced with two new buttons:
“Save & Continue” and “Save & Exit”
Save & Continue, saves the assessment schema and returns the user to the same edit screen, to allow further changes to be made.
Save & Exit, saves the assessment schema and returns the user to the main schema listing page.
Once an assessment schema has been saved, the new “Manage Milestones” button appears against each added component in the components table. (see below image)
Clicking this manage button will show the screen used for configuring milestones and rules, which has the following functionality:
Add component drop down (not available in restricted edit mode): allows the adding of any configured milestones against this assessment component.
Added milestones can be removed via the red bin icon (not available in restricted edit mode).
The Assessment type milestone is added to all new components by default, as this must take place.
Add rule button: adds a blank rule line to allow configuration of a new rule.
Added rules can be removed via the red minus icon.
Rules are added to the system using the dropdown options and input fields, to create sentence style rules. i.e.: Finish Max 5 Days After Gateway.
Rules can be configured to rely on other milestones being completed.
If in view mode, the manage button is replaced with a view button, which can be used for display purposes only.
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Once milestones are set up against a schema, booking a new element against a plan linked to that schema will show any configured milestones within the Programme Checklist, located within the Assessment Profile screen.
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Clicking the manage button against a booked element will display the new Element Milestones sidebar widget, which shows information about any configured milestones.
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Within this sidebar, any File Upload type milestones can have files uploaded against them.
Internal users are able to select a file as the “Selected Version”, completing the milestone.
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This will allow you to see some form of versioning history with the documents uploaded.
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Assessment type milestones are automatically completed by the system when a result is published.
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The outcome of these calculations is visible within the new Assessment → Assessment Element Milestones report (more details of this report can be found below).
Note: if no rules have been set the milestones will still appear on the Assessment Profile in the checklist.
Frontend enhancements/Restrictions
The following additional enhancements have been made to the assessment profile area, related to the new assessment milestones.
External users (i.e. Providers) can no longer select a file version & complete a file upload type milestone.
The programme checklist has been enhanced to show the milestones (along with their completed status) against each one.
These are displayed as sub items under each component, in the order specified.
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Added functionality to the new milestones development to store element milestones against each component – this is an internal change that will allow for reporting on milestone delivery success in a later ticket.
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