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This work will be coming soon, this article is a Preview of what it will contain. More info to follow; including imageswas loaded to your Production environment in release |
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.
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We have introduced a number of new permissions as part of this functionality. See the details below. |
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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Two new permissions have been added to support this:- 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. |
Apprentice assignments to provider and employer sub-users
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Please be aware that this change has required tweaks to security throughout epaPRO and reporting, so please do ensure that your business processes are still supported following these changes. |
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Two new permissions have been added to support this; 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 |
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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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
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:
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The new permissions have been given to the following roles by default, this is based on the current access and functionality these roles already have:
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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 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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