EP-2637

TASK

EPAPro Framework - File clean up

Following the upgrades to Bootstrap and jQuery we’ve taken the opportunity to clean a lot of the internal file structures and folders within the EPAPro framework. Much of this is historical and not in use anymore.

As part of this the mock test login area has also been redesigned with the new Bootstrap 5 upgrade. Furthermore we’ve taken the opportunity to remove the default signature guide line from all signature areas.

EP-2183

FEATURE

Reporting Filters - Update to use Bootstrap 5 popovers.

We have updated all of the reporting tooltips to be bootstrap 5 popovers. This allows us to use HTML in the content which helps to make them more readable.

https://share.vidyard.com/watch/BVrvMwW5KdoJcr8CNBGwrj?

EP-2293

FEATURE

Conflict of Interest - Extend user search

To aid in finding apprentices easier within the conflict of interest area we’ve extended the search functionality to allow an exact match with a ULN.

https://share.vidyard.com/watch/3VwPrtEfdG98nWhCDCk3Yk?

EP-2443

FEATURE

Added estimated/real distance calculations between old & new bookings.

The EPA availability widget has been updated to show the following, additional information:

• Estimated distance: this will show the estimated distance that an EPA will need to travel to the item being booked/allocated, based on the previous booking. If the booking is an online assessment, absence or event taken from the Microsoft integration, the location used is the EPA’s address, otherwise it is the apprentice’s workplace address.

• Remote event: this is shown on the hover over box for all items in the EPA availability calendar, and will show whether the event is deemed remote or not, based on the rules outlined above.

• Get directions button: a new button has been added to allow a user to real time/distance calculations from google maps, instead of using the estimated distance. This functionality is only available when the Google Maps API is enabled.

The changes outlined above are available in the following system locations:

• Assessment plan

• Assessment progress side bar, edit EPA widget

• Assign EPAs to elements

https://share.vidyard.com/watch/2mGrCUAGBNFHtqaMwhxaXw?

https://share.vidyard.com/watch/4uQNqqyqpPx7TC8fws3DSr?

https://share.vidyard.com/watch/bXnDas9sLS1NyUS24NqLzh?

EP-2499

FEATURE

Global - Essentials Edition Preparation

In preparation for our launch of a new Essentials pricing plan for smaller awarding organisations we’ve made changes throughout EPAPro to support the reduced functionality this plan will have. These changes should not affect any existing customers, who will remain on our Enterprise plan and retain all of the existing functionality they have. The changes include:

• Rewriting the roles screen and the permission tab (visible on entity / user screens):

  • The roles and permissions tab are now visually consistent

  • Custom and system roles are now grouped together to make it easier to distinguish between the two

  • Permissions that are available on Enterprise only are now locked for Essentials customers

• Internal refactoring of how permissions are stored and processed

• Adjustments to our permissions system to check the plan and prevent access to areas that are not valid for the given plan

• Added a new permission for the “Assign EPA To Elements” screen. All users with the Update Assessment permission will also be given the new permission, this should keep the access the same as it was before.

https://share.vidyard.com/watch/7pvzLvP3LLrBiWnigW9sdx?

EP-2561

FEATURE

Assign Apprentice - Search by ULN

The assign apprentice screens have been extended so that ULN can be used in the search box.

https://share.vidyard.com/watch/qNVDFMQWMKuZU2xUBKtETE?

EP-2582

FEATURE

Front End - Upgraded our front-end libraries

We’ve upgraded our front end libraries throughout EPAPro. With this upgrade the visual look of the application has changed, it’ll now have a much more modern look and feel throughout. This upgrade was necessary to fix security vulnerabilities found in the previous versions.

We have also taken this opportunity to improve the visual consistency of our screens. There should be no change in functionality, some of the changes include, but are not limited to:

• Official support for Internet Explorer 11 has been dropped. We recommend using Microsoft Edge, Google Chrome, Mozilla Firefox or Safari instead

• More modern look for the various elements throughout the application

• All icons have been adjusted to keep a consistent look throughout

• All buttons throughout have had their colour adjusted based on their priority or action on the screen. For example, most screens have a single primary action, this is highlighted in a blue. Secondary actions are grey. Any actions where we would advise caution before proceeding are highlighted as red.

• All checkboxes have been updated to have a much more consistent and modern look.

• All switches have been adjusted to keep with the new visual design throughout

• Listing screens have been adjusted:

  • Columns should now be clearer on which are sortable

  • The order of the columns should be much more consistent, with the actions all being grouped together, the primary action is first, followed by any secondary actions and then finally any red action.

  • The positioning of text within columns has been made more consistent

  • Bulk process buttons have been moved to the top

  • Filters now have a consistent look throughout the application.

• Forms have been updated to keep a consistent visual look

• Font sizes have been increased, and in most places should now also take into account the browser’s font size setting

• File upload fields have been made consistent, with a much more usable and modern look

• Improved mobile/tablet compatibility

• Improved performance due to a clean-up of our front end assets

https://share.vidyard.com/watch/ab2ycUUcwqZoPeXoefNTtz?

EP-2622

FEATURE

Assign Apprentice - Allow QA users access

Change made to allow the QA user type to be able to assign apprentices to EPA/EPAMs if given permission. Due to the nature of the user their viewing rights are now the same in this area as the AO user type.

No changes have been made to the default QA user role.

EP-2627

FEATURE

Gateway - Sorting and date filters extension

The gateway area has been extended with several new filters and default sorting has been applied to the different sub pages.

Gateway Pending

• Sorted by Submitted date, oldest first.

• Added filter for submitted date

Gateway Rejected

• Sorted by Rejected date, oldest first

• Added filter for rejected date

Gateway Completed / Archived

• Sorted by Audit submitted date, newest first.

• Added filter for audit submitted date

https://share.vidyard.com/watch/EsP1QBDKsKuHh6fTG6n8ig?

EP-2629

FEATURE

Assessment Method - New option and sorting

A new assessment method “Simulation Assessment & Questioning” has been added as an option to assessment components.

The method of assessment dropdown is now sorted alphabetically.

https://share.vidyard.com/watch/jsw6DqxYY9dPGrxw79Ufot?

EP-2630

FEATURE

Employer Report - ESFA preference

The ESFA preferred address column has been added to the Employer report to bring it into parity with the Provider report.

https://share.vidyard.com/watch/1ubrXjD1YYV4qQwFWFPYES?

EP-2638

FEATURE

File Uploads - Add encrypted word files as an allowable upload

We’ve added encrypted Microsoft Word documents as a valid file type upload.

https://share.vidyard.com/watch/wPdNwj6L1xF4dBTRbvbAMs?

EP-2694

FEATURE

ESFA API - Specialism versions

Following changes made by the ESFA we’ve made changes to facilitate specialism versioning within EPAPro when submitting certificates to the ESFA. Within the Manage Standards area, under specialisms, where course options are selected; the dropdown has been extended to provide options per version supplied by the ESFA.

In some cases these options are the same and in some they differ. This may vary from standard to standard. Users are free to set up the different versions however you wish either by including all specialism versions under one standard or by splitting them out into different standard records. As long as each specialism is mapped to a valid course option then submission to the ESFA is possible and will be validated by them.

For Example:

• Standard : Level 2 Carpentry and Joinery

  • Version 1.0 has course options “Specific Architectural Joiner“ and “Specific Site Carpentry“

  • Version 1.1 has course options “Architectural Joiner“ and “Site Carpenter“

Two possible ways to set up this standard within EPAPro are as follows:

1. Create the standard for Level 2 Carpentry and Joinery. Create 4 specialisms within this standard named as per the course options above an assign the same named course options. You can then register apprentices under this standard and under any specialism for any version.

2. Create the standard for Level 2 Carpentry and Joinery. Extend the title of the standard to say v1.0. Create 2 specialisms and call them “Specific Architectural Joiner“ and “Specific Site Carpentry“ with matching course option selections. Repeat this process for Level 2 Carpentry and Joinery v1.1, adding specialisms named “Architectural Joiner“ and “Site Carpenter“ with matching course option selections.

   1. Please note that having multiple standards in this manner would result in requiring additional assessment schemas and gateway specifications for the extra standard.

https://share.vidyard.com/watch/TqWNf45vMEvSoSTn5SLR2f?

EP-1756

BUG

Mock Tests - Password inconsistencies

We've fixed a couple of bugs relating to the inconsistency of the mock test password settings:
– Mock tests can now have their password set during creation, previously this had to be done after creation
– Mock tests can now have no password set, previously this still set a password but was never known to the user

EP-2395

BUG

Prevent recalculation of apprentice expected dates on validation error

The apprentice screen has been amended to prevent the expected ready for EPA / completion dates from being recalculated on validation error. This prevents users from losing valid overwritten dates if another field has caused the error.

Note that if the user wishes to have these dates recalculated after a validation error, changing the start date will trigger the recalculation.

EP-2434

BUG

Hide archived support materials for AO users in View mode.

The View page for support materials has been changed to hide archived documents for AO users - previously AO users were exempt from this check.

Archived documents can still be viewed & reinstated by AO users by using the Manage page instead of View.

EP-2520

BUG

Awarding organisations can now update user permissions with a custom role.

The following screens have been updated to allow AO users to update user permissions, regardless of their assigned role:

• Apprentice

• EPA

• EPA Manager

• Quality Manager

Previously, custom roles for awarding organisations prevented the user permissions from displaying.

EP-2593

BUG

Change of circumstance bulk upload to show cancel meeting warnings for on programme.

The change of circumstances bulk upload screen has been updated to show the cancel meetings warning, regardless of what status the apprentice is changing to and regardless of the what cancel_meeting is set to.

EP-2595

BUG

Assessment Profile - QA Button takes into account middle name

We’ve fixed a bug where the shortcut QA button would not show the apprentice if they have a middle name.

EP-2598

BUG

Layout - Hidden username

Fixed a bug where a user’s username would be hidden on specific resolution and screen size combinations.

EP-2610

BUG

Prevent apprentices from unexpectedly changing back to on programme

The receipt of a Surpass result for a non on programme apprentice (i.e. Back Into Learning, Suspended etc.) should no longer change the apprentice back to on programme.

EP-2615

BUG

Menu - Opening issue for Assessment Profile and Result

Fixed an issue where the menu was not showing as open when viewing the Assessment Profile or Assessment Result areas.

EP-2616

BUG

Reporting - QA users unable to load EPA Allocation report

We’ve fixed a bug where QA users were unable to load the EPA Allocation report even if they had permission to do so.

EP-2632

BUG

Reporting - Tooltip typo

Fixed a typo on the date filters for the Completed Gateway Billing report.

EP-2633

BUG

Reporting - Tooltip typo

Fixed a typo on the date tooltips for the Result Action Outcome report

EP-2634

BUG

Reporting - Tooltip correction

Fixed a typo on the date tooltip for the Further Action gateway report

EP-2635

BUG

Reporting - Missing tooltip

Added a missing tooltip on the date filters for the Ready for Certification report.

EP-2636

BUG

Reporting - Tooltip correction

Fixed a typo on the date tooltips for the SLA report Time from result being added to the QA being published.

EP-2661

BUG

Updating menu to highlight when accessing user management & apprentice profile.

The menu has been updated to highlight the relevant user management section when managing/viewing/editing the Awarding Organisation, EPA managers, EPA & QA users.

The menu has also been updated to highlight the Apprentice menu item whilst viewing an apprentice profile.

EP-2662

BUG

EPA users can now view their own CPD files.

Security has been amended to allow an EPA to download a copy of their own CPD files when viewing their own profile. Previously this was not possible without read-epa / read-epamanager permissions.

EP-2663

BUG

Planning Meeting - Remote URL and Location text fields missing on 'View' screen

Fixed a bug when viewing a planning meeting that would not show the Remote URL and Location associated text fields.

EP-2665

BUG

Planning Meeting - Attendee confirmed switch always active

We’ve fixed a display bug where the attendee confirmed switch on the planning meeting screen would, in some instances, incorrectly show as enabled.

EP-2670

BUG

Employer ESFA preferred address changes persist on save.

Fixed a bug whereby the employer ESFA preferred address could not be updated after employer creation.

EP-2676

BUG

Standards - Read/Update permission not working as expected

We’ve fixed a bug with the standard screen’s permissions. A user with only Read standards will now be able to view a single standard. A user with Update standards will be able to save a standard after editing.

EP-2686

BUG

Apprentice Profile - Upload button does not load properly

We’ve fixed a bug that was introduced as part of the assessment profile redesign that preventing an apprentice from uploading assessment info via their profile, providing they had the relevant permissions.

This has been fixed as the following changes have been made to accommodate this:

• Two new permissions have been added Read Element Alerts and Read Element Previous Results these are within the Assessment group and control the visibility of their respective widgets within the manage element sidebar. As part of this release these two permissions will be given to any users/roles that have the Read Assessment permission.

• The element sidebar has been added to the apprentice profile screen, allowing an apprentice to upload relevant documents to the assessment element.

• The same restrictions as before apply:

  • They’re unable to see other assessment info uploads that they did not upload

  • They’re unable to delete, unless they have the relevant permission

  • They’re unable to see the other details about the element, unless they have the relevant permissions

EP-2688

BUG

Apprentice - Unable to start a new programme if the gateway had questions

Fixed an issue where it’s not possible to start a new programme if a component from the apprentice’s gateway had questions associated with it.

EP-2689

BUG

Mock Test - Improved handling of deleted mock tests

We’ve improved the handling of a deleted mock test being accessed via it’s URL, previously this would show a 500 server error, it’ll now correctly 404 indicating the mock test no longer exists.

EP-2704

BUG

Surpass integration no longer sends standards without an external subject reference

The Surpass integration code has been updated to prevent standards with no External Subject Reference from being sent to Surpass, as this was causing an error in the Surpass API.