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DRAFT Coming Soon - ESFA Improvements

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Overview

The ESFA Submission screen has received a moderate update to help improve usability and add some tracking functionality for errors or failures.

Screen Improvements and Submission Tracking

Changes To Functionality

  • The main ESFA submission screen has been updated to a two-step process and the modal has been removed for greater usability with other epaPRO functionality.

  • The apprentice name can be clicked to view their profile and record information within the side drawer.

  • A submission history option is available under the Actions ellipsis, detailing what data was sent to the ESFA for either a “Submission” or a “Check for Certificate” attempt. Past data has been updated with the system user, but any requests going forward will detail the user who performs the action.

  • A certificate reference may be entered manually by selecting the ellipsis under Actions and the Add Manual Reference option.

This reference is not sent to the ESFA in anyway and is purely for internal records and to record in epaPRO that this apprentice has been processed. This reference is editable at any time.

  • Within the address details for submission, the apprentice name is used if there is no mentor name set against the apprentice record.

  • New filter for “Show Completed” and “Show Rejected”

  • The checklist within the Assessment Profile screen has been updated to show if the ESFA submission has failed.

Impacted Areas

  • ESFA Submission screen

  • Assessment Profile

Permissions

  • No additional

ESFA Report Tracking

A new ESFA Attempts report has been added to the system.

Changes To Functionality

  • This report logs any attempt to submit an apprentice’s certificate to the ESFA or retrieve the certificate reference from the ESFA. Any data sent to fulfil the request is logged within the report so that a detailed history can be shown.

  • The “Certification Overview” report has been extended with a “esfa_submission_type” field to distinguish Manual from API references.

Impacted Areas

  • Reporting

Permissions

  • ESFA Attempts report

Apprentice - Town Mandatory Field

The apprentice validation has been updated to make “Town” a required field in accordance with ESFA submission requirements.

This will affect the create/edit apprentice screen, bulk upload, and the API.

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