We have introduced a new Planning Meeting Capacity Screen called Manage Planning Capacity, from here you can select the week, and the Start and End time of the day as well as the users you want to view the capacity for; your Users group if added, or the availability of your EPA/EPAMs assigned to the Standard.
Once your selections are made the capacity will load for those users - with a max of 10 you can select to view at any one time.
We have added a new dropdown to the standard screen, allowing for the source the planning meeting booking screen will use for availability calculations. There are three options:
Default - This will cause this standard to behave as the system does currently. The system default group “Planning Meeting Bookings” will be used, and if that group has not been configured it will fallback to the apprentice’s assigned EPA if they have one
Apprentice’s EPA - This will force the calculations to always use the apprentice’s assigned EPA, if they have not had an EPA assigned then there will be no availability
Group - Currently only the system default “Planning Meeting Bookings” can be selected, this will force the calculations to always use the group selected. If the group has not been configured, then there will be no availability
To follow |
To Follow |
We have introduced a new notification for provisional bookings of planning meetings, found on the Planning tab of the Notification Management Screen (the Configuration menu item). This will be dispatched when a planning meeting is provisionally booked for the first time, and will contain the date and time of the meeting as well as the duration.
This notification is enabled by default and will be sent to the following user types:
Apprentice (disabled by default)
Awarding Organisation (enabled by default)
Employer (enabled by default)
EPA (enabled by default)
EPA Manager (enabled by default)
Provider (enabled by default)
Guest (enabled by default)
The notification has been set to dispatch an email by default, but can also be set to send In-App Notifications or SMS (where configured).
We have extended the Schedule Planning Meeting screen’s Add Other Attendees popup to include shortcut entries for adding the “Workplace Mentor” and/or “On Programme Assessor” as a guest user.
This is just a shortcut and adds them as a guest attendee, as these are not system users.
The phone number will not currently be carried over, as planning meeting guests do not currently support phone numbers.
The popup, when first adding the Workplace Mentor and/or On Programme Assessor will move them from the popup. However, once saved, or when editing an existing planning meeting, the shortcuts will be reshown, due to them just being entered as a guest.