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Lisa Clancy

Lisa Clancy

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The standards or specialisms selected for a sub-user will change the visibility of apprentices within EPAPro and reporting. It will also adjust the notifications they receive, so that they will not get notifications for apprentices that are on standards they have not been assigned.

Noteinfo

Two new permissions have been added to support this:-

Assign Standards and Specialisms under Employer Sub Users

Assign Standards and Specialisms under Provider Sub Users.

These two permissions will allow the user to manage the standards and specialisms assigned, providing they also have update permission. Users will not be able to edit their own.

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If no apprentices have been assigned to a sub-user, they will continue to see all apprentices, as they do now.

Noteinfo

Two new permissions have been added to support this;

Assign Apprentices under Employer Sub Users

Assign Apprentices under provider Sub Users.

These two options will allow the user to manage the apprentices assigned, providing they also have update permission. Users will not be able to edit their own.

Both of these permissions have been given to the owner and awardingorganisation roles by default.

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We have extended the roles functionality by introducing two new flags “Assignable by Provider” and “Assignable by Employer”. These can be toggled on for both custom and system roles.

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Info

We have also added two new permissions to accommodate this;

Change Role under the "Provider Sub Users" section

Change Role under the "Employer Sub Users" section.

Both of these permissions have been given to the owner and awardingorganisation roles by default, although no change will be seen as awarding organisation user types have the ability to do this already.

Users with this role will be able to edit the roles/permissions for the relevant sub-users. If these permissions are given to a provider or employer sub user then the following will happen:

Note

We do not recommend giving the employer change role permission to providers, as this is intended for allowing the organisation to manage their own users based on a subset of roles the EPAO makes available to them. It will be better to give the permission to a designated employer sub-user instead.

  • If providers are given “Change Role” for provider sub-users then they will able to change the role against their organisation’s users. They will only see roles that have been flagged as “Assignable by Provider”. If the provider is given “Change Role” for employers then they see a similar functionality with employers except they will only see roles that are flagged as “Assignable by Employer”, this is to prevent the provider from assigning provider-level roles to an employer user.

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  • Employers will work in a similar way.

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To help with organising these new reports, we have created two new reporting categories; “Providers” and “Employers”.

The existing provider and employer reports, which were originally under “Miscellaneous” have been moved to the respective categories:

  • Provider Details and Provider Standards, have both been moved to the new Provider category

  • Employer Details has been moved to the Employer category

Bulk Upload

Warning

TODO

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Bulk upload standard to employer/provider sub-users

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We have added a number of new bulk upload imports for mass assigning apprentices and standards to provider/employer sub-users.

New Provider Import Tab

We have added a new “Import Providers” button to the provider listing screen and also a new “Provider” tab within the bulk upload screen. This is to accommodate the two new bulk upload imports for provider sub-users. The user requires the create permission for providers to see this button, along with the relevant permissions for each import.

Bulk Assign Standards

We have added two new imports for assigning standards to employer sub-users and provider sub-users. The new import is called “Assign Standards to Sub-Users” and can be found under the “Employer” and “Provider” imports. This import has the following columns:

Employer Sub-Users

This requires the Assign Standards and Specialisms permission for employers.

  • employer_id - This is the ID of the employer the sub-user belongs to and is required

  • user_id_username - This is the user ID or username of the employer sub-user, this must be a sub-user of the employer_id given and is required

  • external_standard_id - This is the external_standard_id of the standard you would like to assign to the sub-user and is required

  • specialism_ids - This is a comma-separated list of specialism IDs that should be assigned, these specialisms must be part of the given external_standard_id and should be left blank if no specialisms should be assigned or exist for the standard

Provider Sub-Users

This requires the Assign Standards and Specialisms permission for providers.

  • user_id_username - This is the user ID or username of the provider sub-user, this must be a sub-user of the provider selected on the screen or logged in and is required

  • external_standard_id - This is the external_standard_id of the standard you would like to assign to the sub-user and is required

  • specialism_ids - This is a comma-separated list of specialism IDs that should be assigned, these specialisms must be part of the given external_standard_id and should be left blank if no specialisms should be assigned or exist for the standard

Bulk Assign Apprentices

We have added two new imports for assigning apprentices to employer sub-users and provider sub-users. The new import is called “Assign Apprentices to Sub-Users” and can be found under the “Employer” and “Provider” imports. This import has the following columns:

Employer Sub-Users

This requires the Assign Apprentices permission for employers.

  • employer_id - This is the ID of the employer the sub-user belongs to and is required

    • user_id_username - This is the user ID or username of the employer sub-user, this must be a sub-user of the employer_id given and is required

    • apprentice_id - The ID of the apprentice to assign to the sub-user. Required if apprentice_uln is not provided

    • apprentice_uln - The ULN of the apprentice to assign to the sub-user. Required if apprentice_id is not provided

Provider Sub-Users

This requires the Assign Apprentices permission for providers.

  • user_id_username - This is the user ID or username of the provider sub-user, this must be a sub-user of the provider selected on the screen or logged in and is required

  • external_standard_id - This is the external standard ID of the standard you would like to assign to the sub-user and is required

  • apprentice_id - The ID of the apprentice to assign to the sub-user. Required if apprentice_uln is not provided

  • apprentice_uln - The ULN of the apprentice to assign to the sub-user. Required if apprentice_id is not provided