Note:- This work has been loaded to the Sandbox environment https://sandbox.epapro.co.uk/ for those of you set up to review this. This is to allow early testing prior to it being loaded to UAT.
🧩 There is 1 item still to complete and load, so this document and the work, is currently In Progress This work will be loaded to UAT as part of Release 4.28.0 on
There is one outstanding part - the work for the generation of .ics attachments, this will be released in a later release - most likely 4.29.0
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If you are testing this on the Sandbox environment prior to UAT and you find an issue please log this via the UAT Feedback form - when logging it, please prefix the title in the Summary field with [SANDBOX PMB] that way we can identify it easily. 📝 Please feel free to add general comments and feedback on this work at the bottom of the page in the Comments section. There is also a Microsoft form for Sandbox feedback here: - Phase 2 Planning Meeting Booking Feedback Form 🆕 If you are testing this once it is loaded to UAT as part of release 4.28.0, then please send feedback via the usual UAT feedback form. |
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New permissions have been introduced for this functionality. Details can be found below under the “Permissions” heading. |
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Booking Period Maximum - This is the maximum number of days after the apprentice’s EPA date, gateway submitted date or audit submitted date, depending on the status of the apprentice, that a planning meeting can be booked. The EPA date is included in this calculation.
The last available booking date is calculated from the booking period maximum.
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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. |
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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
Generation of ICS attachments
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Notification for Provisional Bookings
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