Overview
We have made some changes to how notes function,
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added some key extensions to the functionality of apprentice notes across epaPRO. The primary changes that have taken place to extend the apprentice notes are the following:
Ability to flag apprentice notes against a any number of specific areas of epaPRO when adding or editing an apprentice note. For example a note can be flagged against the planning areas if it is relevant to any of these sections.
Shortcuts to view apprentice notes via the side drawer from any of the available areas that the notes can be flagged against. For example clicking an “Open apprentice notes“ button from an assign apprentice screen will show notes flagged against the assign apprentice area.
Ability to filter apprentice notes in the side drawer to see notes that are relevant to any specific areas.
A small notification style count of notes is displayed on the various “Open apprentice notes” buttons letting you know that the apprentice has notes that should be checked for the specific area of epaPRO that you are currently on, allowing for better and more accurate decision making.
Changes In Functionality
Apprentice Profile - Add/Edit apprentice notes:
A new area field has been added to the apprentice notes when creating or editing one. This field will allow you to specify one or more areas that the apprentice note is relevant to. It is an optional field and when an area is selected it will allow the note to be shown when looking at the apprentice notes for a relevant screen. The note will also be added to the count that appears for apprentice notes on relevant screens.
Currently the following areas are supported:
Assign Apprentice
Certification
Gateway
QA
Assessment
Planning
Appeals
ESFA
Apprentice Profile - Viewing Notes
The apprentice notes, that appear under the notes tab of the apprentice profile screen, can now be filtered by the area field. You can select any number of areas and all notes for those specific areas will be displayed.
Apprentice Side Drawer - Notes Changes
From the apprentice side drawer, we have added a new field that allows you to filter the displayed set of notes by the area in the same way as the apprentice profile screen.
In addition to filtering there is also a new button titled “New Note“ that is a shortcut to take you to the notes tab of the the apprentice profile screen meaning that you can easily get to the the apprentice notes section, for adding and editing notes, from anywhere in epaPRO.
Image Added Please Note: Clicking this button will open the apprentice profile in a new tab in your browser. This means that you will not lose any work by clicking this button and you can navigate back to the previous page by looking at your web browsers tab menu. |
Apprentice Note Shortcuts Across epaPRO: