Skip to end of banner
Go to start of banner

Coming Soon EP-4660 Phase 3 Assessment Milestones

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

In release 5.32.0

Overview

We have added various enhancements to the existing Milestones functionality within epaPRO including;

  • reject/revert options for file uploads

  • editing of completed dates against milestones

  • extensions to incomplete milestones

  • various screen tweaks

Changes to Functionality

The pre-existing milestones functionality has been enhanced to provide more administrative tools, mainly focusing around correction of data. These are details below:

Changes to element alerts

Assessment type milestones would show as alerts against an element if the result was not input at the time of the scheduled timestamp. Assessment type milestones should now no longer show as alerts, as these deadlines are already covered by the pre-existing warnings shown at component level, reminders, etc.

Label changes

The “Select version” button text has been changed to “Accept version”, as this is now a more accurate reflection of this button’s functionality. The label showing which file upload is selected has also been changed to say “Accepted”.

image-20250128-153533.pngimage-20250128-153659.png

New custom drop-downs

The following custom drop-downs have been introduced, for use within this new milestones development, these are available from the Entity Management → Custom Drop Downs screen:

  • Assessment Element Milestone Edit Completed Date Reason

  • Assessment Element Milestone Edit Due Date Extension Reason

  • Assessment Element Milestone Upload Rejection Reason

image-20250128-152352.png

Ability to reject/revert a file upload

It is now possible to reject and revert uploaded files against a milestone that has the type of “File Upload”.

image-20250128-152011.png

Rejection is available via the new “Reject Version” button, that will display against any non-accepted file. When rejecting, the user is asked to provide a reason via the side drawer (see custom drop-down Assessment Element Milestone Upload Rejection Reason).

image-20250128-152259.png

This will show the file as rejected, indicating that this file is not to be used.

Once a file is accepted, it can also be reverted - reverting a file upload works in a similar way to the rejection above, where a reason needs to be provided (the reason codes are the same as the rejection codes).

Note that reverting a file upload will cause the completed milestone to become incomplete, as there is now no accepted file against the milestone.

image-20250128-152930.png

image-20250128-153127.png

Note that the Accept button remains available against milestones, so that the currently Accepted file can be easily swapped to a new one - in this instance, the completed date is not updated (as a file is still accepted), and a default reason code is applied for the swap (this is configurable against the Assessment Element Milestone Upload Rejection Reason custom drop-downs).

image-20250129-131610.png

Editing the completed date for a completed milestone

It is now possible to edit the completed date for a completed milestone, providing the user has sufficient permission (see the new Assessment -> Edit Assessment Element Milestone Completed Date permission).

Please note that assessment type milestones cannot be edited, as this is managed by the result being added.

The edit can be performed using the pencil icon against the complete date within the milestone side drawer - clicking this button will allow for a new milestone complete date to be set (in the past), along with a reason (see custom drop-down Assessment Element Milestone Edit Completed Date Reason).

image-20250129-132040.png

image-20250129-132302.png

Note that editing a completed milestone date will recalculate the due date for all incomplete milestones, using the rules provided against the schema

Editing the due date extension for an incomplete milestone

It is now possible to provide an extension to an incomplete milestone, providing the user has sufficient permission (see the new Assessment -> Edit Assessment Element Milestone Due Date Extension permission).

Please note that assessment type milestones cannot be edited, as this is managed by the scheduled timestamp against the element.

image-20250128-151847.png

The edit can be performed using the pencil icon against the due date within the milestone side drawer - clicking this button will allow for a new milestone due date extension to be set (both positive and negative numbers are accepted, along with “0"), along with a reason (see custom drop-down Assessment Element Milestone Edit Due Date Extension Reason).

image-20250128-153943.png

Note that editing the due date for an incomplete milestone will recalculate the due date for all incomplete milestones, using the rules provided against the schema

Copying assessment element milestones

In the case of a reschedule/resit/retake, where the copy option is offered for existing milestones, the following rules apply.

If one or more milestones are completed and are copied, any due date extensions are also copied alongside these. Incomplete milestones will not have their due date extension copied.

Milestone audit log

Due to the number of manual changes that can now be made against a milestone, an audit log has been introduced to track any manual changes applied using the new functionality. This can be found within the milestones side drawer and clicking the audit log button near the milestone title.

image-20250128-152610.png

image-20250128-152629.png

This will show various changes to a milestone, such as file accept/reject/revert, editing of due date extensions, and editing of completed dates.

This activity will allow users to track changes to milestones.

Communications

The following new communications have been introduced to help track the changed detailed above:

  • Assessment → Assessment Element Milestone Upload Rejected

    • Enabled against the entity subject by default

  • Assessment → Assessment Element Milestone Upload Reverted

    • Enabled against the entity subject by default

  • Assessment → Assessment Element Milestone Upload Selected

    • Enabled against the entity subject by default

Reporting

The following changes have been made to reporting, to cater for the new functionality, including a new report for the audit changes:

  • Assessment → Assessment Element Milestones

    • Added column element_milestone_due_at_extension, which shows the currently applied due date extension

    • Added column element_milestone_completed_at_edited, which shows “Yes” or “No”, depending if the completed date has been edited

  • 🆕 Assessment → Assessment Element Milestones Audit

    • Controlled by new permission Reporting -> Assessment Element Milestones Audit

    • New report that shows the audit entries against each milestone

    • Can be filtered using all the normal filters, including Milestone Type, Milestone Component, and Audit Type

Impacted Areas

  • Assessment Plan

  • Milestones Side Drawer

  • Reporting

  • Communications

  • Assessment Profile

Permissions

  • Assessment → Edit Assessment Element Milestone Completed Date

    • Provided to owner and awardingorganisation system roles by default

  • Assessment → Edit Assessment Element Milestone Due Date Extension

    • Provided to owner system role by default

  • Reporting → Assessment Element Milestones Audit

    • Provided to owner and awardingorganisation system roles by default

  • No labels

0 Comments

You are not logged in. Any changes you make will be marked as anonymous. You may want to Log In if you already have an account.