We have made some significant changes to the Assessment Plan screen, it has had a full redesign in order to demonstrate a clearer flow throughout the whole process.
This work has been loaded to the Sandbox environment, predominantly to allow you time to test this before it is loaded to UAT, but also to allow you to plan ahead for any training.
https://sandbox.epapro.co.uk/login
If you are having issues accessing the sandbox or need access to it please log a support ticket. 
Summary of changes
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Summary of changes
Plan Details:
The apprentices’ name has been put in the header for convenience
The apprentices name is also a link, clicking on it will open the side drawer
The apprentices’ details are listed on the left hand side of the section.
The Epas name is a link which will open the side drawer, allowing you to check their availability, epa & user details, and their address.
The Schema details for the plan have been listed on the right hand side of the section.
To update the schema of the plan press the “Change Schema“ button if available and select the new schema in the following pop up window.
We have added a convenient button to view an apprentices reasonable adjustments. Clicking the “View” button will open up the information in a new pop up window.
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Clicking either the apprentice name or the Epa name on this section, will open their details in the side drawer, making it easier then ever to get more information from the assessment plan screen. |
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Components:
New actions on the top right hand side of the section allowing (when available) to view the assessment profile, submit a plan and cancel a plan.
New list of components for the plan with key information displayed;
including the current status of the element,
the location type of the element,
which Epa is assigned
the current date scheduled for the meeting.
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We have also improved our Surpass integration, so that if we try and delete a test that doesn’t exist, for example, if it’s already been deleted via the Surpass dashboard, it will continue without any issues.
Please Note: When an invigilator has been requested on the component, the invigilator details can be entered in either the “ProctorU“ or “Other“ options under invigilation.
Scheduling an assessment/ Epa availability
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The booking date and time that you have selected. If the booking conflicts with anything else on the Epa’s time table it will appear in a bright red colour to let you know at a glance.
The timetable will also show all the Epa’s other events for the week. This is to allow you to look for a more suitable time if one exists.
Using the right and left arrows above the timetable, you can also change the week that you are looking at. This will show all the events for the Epa on that week.
Using the Day/ Week buttons above the timetable, will allow you to change the timetable into a day or week view. Using the day view will allow you to more easily see the detail of what events are scheduled on that day and the week view will give you a detailed overview of all the events for that week.
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Please note: For ease of use, the assessment plan screen will not prevent you from booking an assessment if the booking is shown as conflicted on the timetable. The timetable is there to give awareness of the availability of the selected Epa, and to make scheduling decisions
Permissions
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Permissions for the assessment plan screen have been reconfigured to be more straight forward. The permission changes are as follows: |
Assessment Plan
In order to create an assessment plan, a user must have the
create-assessmentpermission.In order to manage an assessment plan, a user must have the
create-assessmentorupdate-assessmentpermissions.In order to view an assessment plan, the user must have the
read-assessmentpermission.In order to submit or cancel an assessment plan, the user must have the
update-assessmentpermission.In order to change the assessment schema, the user must have the
update-assessment-plan-schemapermission.
Elements/ Components
In order to see the details of an element, the user must at least one of the
create-assessment,update-assessmentorread-assessmentpermissions.In order to save an element, the user must have either the
create-assessmentorupdate-assessmentpermissions.In order to rebook/ reschedule any assessment type, the user must have the
update-assessmentpermission.