EP-1976

Assign Apprentice - Gateway date filter

We have added a filter to the assign apprentice screens to allow filtering by expected gateway date.

The options include:

• Filtering all apprentices with an expected gateway date that falls within a chosen start and end date

• Filtering all apprentices that have their expected gateway date fall within the next x number of days/weeks/months/years.

EP-1991

Gateway - Added a new confirm stage

We've updated the gateway process to include a new confirmation stage. This new stage will need to be completed by a provider prior to a gateway being processed and is an indication that the provider is agreeing that the EPA date is still correct and achievable.

At the moment EPAPro will notify a Provider 14 days before the Gateway is due to review and confirm the Expected EPA Date. The current plan is to make this reminder customisable at a later date. e.g. 30 days, 7 days, etc. to suit your particular requirements.

The enrolled gateway screen has been adjusted to now include this new 'Confirm' button along with an 'Edit EPA Date' button. The confirm button will log the date it was confirmed and move the apprentice into the 'Confirmed' screen. If the user does not have permission to update apprentices then they'll not be shown the Edit EPA Date button.

The confirm screen is where the process button is and also includes a column with the date that was confirmed. AO users will be able to reverse a confirmation if they have the new `Reverse Confirmation` permission, this permission is only given to AO Owners by default. Clicking this button will move the apprentice back to the enrolled screen and clear the confirmed date that was set, the provider will then need to make any adjustments and reconfirm. A notification will be sent to the provider users informing them that the gateway has been unconfirmed.

The enrolled and confirmed screens have a new EPA Date filter. This works similar to the reporting date filters and so it gives a lot of flexibility around the date or date range you would like to search for. The confirmed screen also includes a confirmed date filter allowing you to select a date where the gateway was confirmed.

We've also adjusted the filters and pagination on the gateway screens adjusting the filters to have a more consistent look, include some additional functionality such as searchable dropdowns for standards, specialisms, providers and employers as well as enhancing the pagination to make it much more smooth and seamless when changing pages.

We've adjusted the API's functionality for submitting a gateway, it doesn't require any additional data but will confirm and submit the gateway in the same request.

EP-2005

API - Allow creation and update of Providers

The API has been extended to allow the creation and update of Provider records. This does not allow management of provider users however the primary users' details are required upon creation and can be updated. The primary users' login method can be set to Password or all login methods removed via the can_user_login parameter - fine login method control is available within EPAPro.

The API documentation has also been changed to correctly show that the update apprentice endpoint returns a 204 no content response on a successful update.

All details can be found within the API documentation.

In addition to this extension to the API there has been a bug fix to the Apprentice endpoint. The validation was not flagging a field as required when passed as an empty string or Null during an update. These changes were not saved to the apprentice record however no user feedback was previously given.
Please note that as part of this fix changes to the shared validation between the API, Bulk Upload, and Create/Update apprentice/user screens have been made.

Furthermore any CSV files used to perform Bulk Updates should only ever include columns that need to be updated as EPAPro will validate any columns that as passed in. This also means that if there are multiple apprentices that require updates of different column values that these should be broken up into separate bulk updates to ensure that only the required columns are updated at the same time in order to avoid validation or data overwrite issues. If there is ever uncertainty then manual updates via the apprentice screen can be completed or perform bulk updates of singular columns at a time.

EP-2151

New Reporting Categories and Reports moved

The following new reporting categories have been added:

• Planning

• QA

• Certification

The following existing reports have been moved into the labelled category:

• Planning

  • Planning Meeting Details

• QA

  • Completed QA

  • Certification Pending QA

  • Results Pending QA

  • QA Audit

• Certification

  • Certification Overview

  • Ready for Certification

  • ESFA Submissions

  • EQAO

The reporting page has also been altered to be more mobile friendly and to use more of the available space.

EP-2177

Reporting - Precision for date comparison filters

We have extended the reporting date comparison filters to include a precision (defaults to day) to determine the point at which the count for each new day starts (day, hour, minute or second). For instance, if you have an event that occurred 16/10/2020 10:00:00, with

• the precision set to day, the new day count would increment at 17/10/2020 00:00:00, 18/10/2020 00:00:00 and so on

• the precision set to hour, the new day count would increment at 17/10/2020 11:00:00, 18/10/2020 11:00:00 and so on

• the precision set the minute, the new day count would increment at 17/10/2020 10:01:00, 18/10/2020 10:01:00 and so on

• the precision set to second, the new day count would increment at 17/10/2020 10:00:01, 18/10/2020 10:00:01 and so on

To give some example outcomes, where an apprentice record was created on the 16/10/2020 10:00:00 and was updated on the 17/10/2020 10:00:30:

• with the precision set to day, this would be counted as 1 day (the new day count increments at 17/10/2020 00:00:00)

• with the precision set to hour, this would be counted as 0 days (the new day count increments at 17/10/2020 11:00:00)

• with the precision set to minute, this would be counted as 0 days (the new day count increments at 17/10/2020 10:01:00)

• with the precision set to second, this would be counted as 1 day (the new day count increments at 17/10/2020 10:00:01)

EP-2198

Apprentice Notes - Internal / External

Apprentice notes have been extended to allow users to flag them as being Internal only notes. This internal flag behaves in the same manner as the 'internal only' option against certain file uploads.

User types that are considered internal are EPA, EPA Manager, QA, and Awarding Organisation.
All others are considered external and will not see apprentice notes that are flagged as internal.

At the time of release all existing apprentice notes will be flagged as 'not internal' and therefore will be viewable by any user with permission. This means that all existing notes will behave in the same manner following this release. Furthermore any new notes will default to 'not internal' unless selected otherwise.

EP-2220

Bulk Upload - Identifying Mandatory Fields

A new "Documentation" submenu has been added to the "Helper" menu within the Bulk Upload import screen. This new submenu provides access to downloadable pdf documents that detail which fields are available for use when performing the following imports:

• Apprentice

• Employer

• Start new programme

• Change of circumstance

Note the documents are only offers to users that have the permission to perform that type of import.

EP-2258

Gateway - Add the apprentice's employer to the apprentice details tab

The employer name has been added to the Apprenticeship Details tab within the process Gateway popup. The "Edit Apprentice Details" link has also been given a button look to make the availability more obvious.

EP-1326

Surpass - Unable to book a test when an apprentice has started a new programme

We've fixed a bug where it was not possible to book a new surpass test for an apprentice if they've started a new programme onto a new standard/specialism.

This has now been resolved, when booking an element if required the Surpass profile for the apprentice will be updated to include any new standards/specialisms that apprentice is on or has been on, allowing Surpass to recognise the new programme and new bookings.

EP-1795

Chrome - Menu items wrap on lower resolutions

We've tweaked the menu's width on different screen sizes to help reduce how often some menu items will fall onto multiple lines.

EP-2078

ESFA Submission - Town validation error didn't match the field name

We've fixed a bug where the error message given when the town field was empty mentioned 'city' it will now specify 'town'.

The other validation errors have been adjusted to be easier to read.

EP-2107

Users - Remember login method on validation error

Fixed a bug where selected login methods (i.e. password) were not remembered when validation failed and the screen reloaded.

EP-2173

Assessment Centre - Manage button inconsistent with other styles

We've resolved an issue where the 'Manage Assessment Centres' button on the assessment centre edit screen was showing in italics, which is inconsistent with other screens.

EP-2182

Assessment Plan - Rescheduled element sometimes shows old schedule date

We've fixed a display bug where sometimes reopening the popup for a rescheduled element would show the old date in the schedule field. This should now only show the current date.

EP-2205

Assessment Plan - Rescheduled elements being shown twice

We've fixed a display issue where a rescheduled element would continue to show the old booking after an element has been rescheduled. This has now been corrected and the assessment plan will only show the new rescheduled booking.

EP-2212

Bulk Upload - 'TRUE' and 'FALSE' not accepted

We've adjusted the bulk upload validation to accept 'TRUE' and 'FALSE' on the relevant fields, this would previously not accept the uppercase version.

EP-2213

Menu - Visual highlight fix

Fixed a visual bug where menu items within the Gateway Components and Gateway Specification areas were not being highlighted on certain pages and sub-pages in the respective areas.

This also highlighted that the Gateway Specification and Gateway Component areas were on the same URL root. This has now been changed so that they differentiate and appropriate redirects have been put in place.

EP-2216

Permission Options Missing

Fixed a bug where the permissions for granting access to the Late Registration report and the Result Outcome Actions report were missing from the permissions list against users.

EP-2217

Permission names mismatch

Changed the following permission names to match the report that they relate to:

• Assessment QA Completed is now Completed QA

• Certification QA Pending is now Certification Pending QA

• Result QA Pending is now Results Pending Qa

• EQAO Report is now EQAO

• QA Reasons is now QA Audit

EP-2227

UI - Making heading size consistent within user permissions

The sizes of the headings in the permissions tab for AO and QA users were not consistent with the other types. This has now been corrected.

EP-2236

EPA Managers unable to run reports

Fixed a bug where EPA and EPAM users were unable to access a range of reports (excluding User Details and Support Materials) outside of their default role even if permission was granted.

EP-2251

Bug Fixes for Provider and Employer sub users

Fixed a bug where an employer/provider user tries to access their profile and if this fails the system tries to redirect them. The redirect now works correctly.

Fixed a bug where the view link for provider sub users was not opening in a modal window.

Fixed a bug where a provider user is given 'Read Provider' permission but is unable to click the 'user' icon on the provider listing screen.

EP-2203

[UAT] Assign Apprentice - Unable to reject an apprentice

We’ve fixed a bug introduced in the 4.07 UAT release that prevented EPAs from rejecting an assigned apprentice. This also fixes a similar issue where the ‘View’ button on the assign apprentice rejected screen did not function.