Extensions to the user rights for Providers /Employers

We have made changes to allow the Provider Primary User to be able to assign other roles to other provider users, or employers and to restrict them to read only access.

General tweaks to provider/employer screens

We have tweaked these screens to improve the user experience. The tweaks include:

• Added a confirmation box when navigating away or refreshing if you have unsaved changes

• Added loading icons to the delete and primary user buttons within the user list

• Added a new “Bulk Import” button to the employer and provider user lists. This is shown if the user has permission, further details on this below, and provides a way for sub-users to import apprentice assignments and/or standard assignments

Sub user creation/editing improvements

To accommodate the changes and additions we’re making to sub-users the create, edit and view functions for providers and employers will now be controlled via a new screen, rather than in a small popup. This provides more space for these new features and also improves user flow and performance. On this new screen, we have also added indicators under the page title so you know the user’s current status and the provider or employer name. This way you can always see the organisation’s name you’re managing the sub-users for.

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Standards and specialisms against providers and employers

We have added the ability to assign standards and specialisms against provider and employer sub-users. The primary user can adjust these for other sub-users, however, an AO user will need to adjust them for a primary user. Sub users are unable to adjust their own standards and specialisms.

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The standards or specialisms selected for a sub-user will change the visibility of apprentices and other standard based entities within EPAPro 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.

Apprentice assignments to provider and employer sub-users

We have added the ability to assign apprentices to provider and employer sub-users. Once an apprentice has been assigned to them, their visibility within EPAPro epaPRO and reporting will be restricted to just that apprentice. They will also only receive notifications for that apprentice.

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Roles that can be assigned by provider/employer users

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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The permissions that the role has granted will be shown to the user, any permissions that have not been granted will not be shown.

Technical expert toggle for provider and employer sub-users

We have added a new toggle for provider and employer users to flag them as being a “Technical Expert”. This new toggle is available on a new “Sub-user details” tab when creating or editing a provider/employer sub-user.

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The assessment plan has been updated to show a “Technical Expert” badge under user’s names when adding attendees, thereby clearly highlighting which provider and/or employer sub-users have this new flag toggled.

Reporting

We have added five new reports to accommodate this additional functionality. These reports will only return sub-users that have been specifically assigned something.

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Bulk Upload

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

New Permissions

To accommodate sub-users being able to bulk assign apprentices/standards to other sub-users, when they have permission to do so, we have introduced two new permissions that controls the bulk upload/import for providers and employers:

• Employers > Bulk Import

• Providers > Bulk Import

If a user is granted these new permissions, they will be given visibility of the “Import Employers” and/or “Import Provider” buttons along with the relevant tabs on the bulk upload screen.

For example, following these changes if you wanted to allow a provider sub-user to bulk import apprentice assignments for other provider sub-users they should be granted the following permissions:

• Providers -> Bulk Import - So that they can see and interact with the provider import screen

• Provider Sub Users -> Assign Apprentices - So that they can assign apprentices to other provider sub users

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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 Providers -> Bulk Import permission 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:

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