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Version 4.16.0 - 14/09/2021

Version 4.16.0 - 14/09/2021

Release notes

 

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Release Notes Title

Release Notes Description

Video Link

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Release Notes Title

Release Notes Description

Video Link

EP-2455

TASK

PHP and Laravel Upgrade Preparation - Errors

In preparation for an upcoming PHP/Laravel upgrade we’ve fixed some minor internal errors, these should not have any effect on functionality. These changes have been made application wide.

 

EP-1497

FEATURE

Roles - Copy from option

The roles management area has been extended so that a user with permission, while creating or editing a role, can copy the permissions of another existing role onto it. This is designed to save time when duplicating roles or when extending the base system roles with some customisation.

https://share.vidyard.com/watch/YGvmrJQLrCGcS2N99h4923?

EP-1956

FEATURE

Actions - Add a new action for an apprentice assignment

We’ve added a new action that is triggered when an apprentice is assigned to an EPA, this action replaces the previous notification and will track the new Apprentice Assigned → EPA Decision SLA.

When the EPA chooses to accept or reject the apprentice the action will be completed and stored for SLA reporting. If the apprentice is reassigned before a decision can be made then the existing action will be deleted and a new one created for the new EPA.

Note: This action will not exist for apprentices that are currently pending a decision.

The changes we’ve made to incorporate this functionality are:

  • Added a new SLA to the SLA management screen Time from apprentice assignment to EPA decision .

  • Added a new action that tracks the new SLA above

  • Created a new SLA report for the newly added SLA

  • Removed the now obsolete Apprentice Allocated to EPA notification, this will no longer be on the communication management screen

  • Removed the now obsolete Apprentice Allocated to EPA email, this will no longer be on the emails screen.

https://share.vidyard.com/watch/teod9yJMBxnCa8DPr6LBdu?

EP-2093

FEATURE

Assessment Info - Copying documents over to a rebooked element

We’ve improved how assessment info uploads are handled when rescheduling, resitting or retaking an assessment. Any assessment info uploads present on the old element will be automatically copied over to the new rebooked element, these can then be edited afterwards.

The assessment info widget within the manage element sidebar has also been improved. When deleting an upload the user will be asked to confirm the action. If the upload has been copied from a previous element, and so is now linked to more than one, the user will be asked if they would like to just unlink the file from the current element or unlink the file from all elements and delete it.

We’ve also adjusted the restrictions around editing of assessment info uploads. The assessment info uploads can now be edited at any time for current results up until the apprentice’s status is completed. However, once a result has been added a warning will be shown.

https://share.vidyard.com/watch/Y5W9uzPKzP4RMxqJkyq9wS?

EP-2139

FEATURE

EPA calendar & create assessment plan exclude certified apprentices.

The dashboard calendar & create assessment plan screens now exclude assessment planning meetings for all apprentices except “On Programme” and “Completed”.

This matches the Outlook calendar export functionality.

https://share.vidyard.com/watch/Gi8AUXV8CxdBxHypGRM8jF?

EP-2240

FEATURE

File uploads - default to internal only

We have completed work to ensure that file uploads are set to internal only by default for certification files.

https://share.vidyard.com/watch/Uhj1JJqmEihS812S3Ys9b7?

EP-2270

FEATURE

Bulk processing buttons moved from the bottom of the screen to the top.

Bulk processing buttons have been moved from the bottom of the screen to the top, in the following screens:

  • Record of achievement (email & download buttons)

  • ESFA submission (review button)

This is to keep the layout of the screens in line with the other bulk processing screens.

https://share.vidyard.com/watch/KZ7MX7ibRUk46BhLyB4KzW?

EP-2333

FEATURE

Gateway - Make the standard and specialism visible within the gateway popup

We’ve added a new section to the top of the gateway popup where the apprentice’s standard and specialism, if they have one, are visible across all stages of the gateway.

https://share.vidyard.com/watch/Nnsw2GddnKupHQN4xYRLfP?

EP-2575

FEATURE

Certification - rewrite management screen

A new screen has been added to replace the old certification management screen. This new screen is very similar in design to the assessment management screen.

The alert circles for each of the listings will now make it possible to see at a glance the stage of certification that an apprentice is at. We have used the following descriptions:

  • 'No result' is used to indicate that the certification record does not yet exist

  • 'Pending QA' is used to indicate that the certification record exists, but the QA process for that certification has not yet started

  • 'In QA' is used to indicate that the QA process has been started for this certification but has not yet been published

  • The grade displayed inside a circle outlined in green indicates that the apprentice is fully certified and that the QA has been published.

We have introduced filter options for each of the 'statuses' above, so it is easier to see just the apprentices at each of those stages. A second filter has also been introduced to allow filtering by element status: those with QA's pending and those where all QA's have been completed. This will enable filtering to find apprentices that are ready for certification immediately and those that still have outstanding actions on them.

https://share.vidyard.com/watch/4eoAJHaFM5FgK4LP44UDuU?

EP-2576

FEATURE

Certification - Rewrite add/edit/view and adjust screens

A new screen has been created to replace the add/edit/view and certification adjustment popup. This new screen contains all of the same functionality but with a much more user friendly design to improve the user experience.

A new permission has been introduced: update-certification (EP-2671) to allow specific control between creating and updating certifications.

As a part of this work we have changed the certification uploads section, so that this now allows multiple file uploads.

We have also continued with the theme of uniform downloads, and have ensured that the download name is the name that is specified when the file is uploaded, so this no longer defaults to the hashed filename. We have also made sure that the internal/external toggle for file uploads is set to internal only by default (EP-2240).

 

EP-2591

FEATURE

Certification - new certification management sidebar

A new sidebar has been added when clicking 'Management' on the certification row of the assessment profile screen. This sidebar acts as a central place where summary information can be found for the certification. It allows for:

  • Displaying of alerts that are specific to that certification

  • Displaying certification summary data, along with various actions relating to the certification such as Add Certification, Edit Certification, View Certification and Result Adjustment. These actions may not always be visible as it depends on the user's permissions and the status of the certification and/or the apprentice.

  • Displaying of QA summary data along with the various actions relating to the QA including Add QA, Edit QA, View QA and Update QA. The View QA button will open a subsection of the sidebar allowing for a quick viewing of the QA information, the user can then click the 'Back to Certification' button at the top to navigate to where they were.

  • One central location for the downloading of Record of Achievement files. The download links will be available where there is a template set up against the specific component/schema and the apprentice QA has been published for their result.

As was the case with the element sidebar when it was introduced, we have ensured that the result filename will be pre-filled based on the file name selected. This will only happen if the field is empty, and can be overridden.

 

EP-2596

FEATURE

Chrome - Add customisable help button

We’ve added a customisable help button to the top bar of EPAPro. If configured this will allows users to go to the Awarding Organisations help pages.

A new setting has been added that will configure this, on the configuration screen it is called Help Link and will show under the General tab.

https://share.vidyard.com/watch/fB7nnJmFqtQdPF2cbDSJq9?

EP-2600

FEATURE

Apprentice - Add "Other" to gender dropdown and rename "Unknown" to "Undisclosed"

We’ve updated the apprentice form to now included a new “Other” type for gender. We’ve also renamed the “Unknown” option to “Undisclosed”.

The API has also been updated with these changes, when creating and/or updating an apprentice the gender field will accept the new options, but will still accept “Unknown”, this will be internally mapped to “Undisclosed”.

When reading an apprentice via the API the gender field that was previously “Unknown” will now be shown as “Undisclosed”, if this is being used in an API integration then this will need to be accounted for.

https://share.vidyard.com/watch/9ziUmn4VQChZBBf4uvGopT?

EP-2614

FEATURE

Dashboard - Organisational Targets widget

Following feedback from our users we've adjusted the apprentice on programme widget to now be "Apprentices in EPA". This new widget will show a count of apprentices that have an approved gateway and have not yet been certified. It counts equivalent to the apprentice details report with the apprentice status filter set to “On Programme and Completed” and the audit status filter set to “Approved”.

We've also added a new "Organisation Performance" widget. This new widget will show similar counts to the main dashboard widgets except they'll be organisation wide and have no user based filtering. These will also be shown as compared to targets for the current month. The targets can be configured via the new settings within the System Management -> Configuration screen.

These targets will follow over to the next month unless a user edits the settings, like the main dashboard counts these will also reset their counter when a new month starts.

https://share.vidyard.com/watch/nhZW6zE6g6gAzpss6P4Hg1?

EP-2618

FEATURE

Gateway - Make the apprentice's ULN visible within the gateway popup

We’ve added a new section to the top of the gateway popup where the apprentice’s ULN is visible across all stages of the gateway.

https://share.vidyard.com/watch/cdZz8ecT1JtLrxqmk1UcYq?

EP-2671

FEATURE

Certification - new update certification permission

We have created a new permission specifically for the purpose of giving users specific ability to update a certification (previously this was covered under the create certification permission). We have automatically given this permission to anyone that already had the create certification permission, so this will not affect any existing functionality.

 

EP-2699

FEATURE

Assign apprentices reject decision now requires a reason.

When rejecting an assigned apprentice, the EPA(M) must now provide a rejection reason - previously it was possible to leave this field blank.

https://share.vidyard.com/watch/UCaiSxShdJYRif9UpNwK2U?

EP-2708

FEATURE

QA - Restrict 100 assessments to time period of 3 months

The QA engine has been changed to only look at the last 3 months of results when trying to determine if an assessment result needs to be QA’d. This allows for older assessments, that may be outdated, to be discounted and for only recent data to be used.

 

EP-2730

FEATURE

Assessment Profile - show result date against components if available.

The assessment profile screen has been updated to show different dates against components, depending on the information available - if a result has been added, the actual result date is shown, otherwise the scheduled date from the element is used.

The column header has been changed from “Date” to “Assessment Date” to reflect this change in logic.

https://share.vidyard.com/watch/5o7KbzqEfPhDHk24aGo9Zd?

EP-2739

FEATURE

Record of achievement - cater for past programmes.

The RoA downloads offered within the assessment profile have been updated to work with past programmes.

https://share.vidyard.com/watch/9gmwvHGsexn1qo86hkma3X?

EP-2175

BUG

Assessment - Unable to edit result once a certification has been created but not QAed

We’ve fixed a bug where an element’s result was restricted from being edited once the certification record has been created. This has been adjusted and is possible until the element/certification has been QAed.

 

EP-2348

BUG

Reporting Dashboard - Meeting sections of the apprentice by stage inaccurate

We’ve fixed a bug with the apprentice by stage graph on the reporting dashboard which was causing incorrect figures to be shown for the “Planning Meeting Scheduled” and “Planning Meeting In Progress” stages. We’ve also refactored this calculation which should slightly increase the performance of this graph.

 

EP-2366

BUG

Assessment Schema - Schemas not editable due to an apprentice's gateway date

We’ve fix a bug where assessment schemas were not editable in some instances due to an apprentice’s gateway overlapping with the start/end date. This has been resolved and will only be blocked should one or more assessment plan be linked to the schema.

To help add clarity to why a schema is not editable, the number of apprentices on the schema has been added to the listing screen.

 

EP-2551

BUG

Bulk upload create/update employer now accepts ESFA preferred address.

The create/update employer bulk upload functionality has been expanded to accept the esfa_preferred_address field. This is an optional field that can be set to one of the following values:

  • 1 (Apprentice)

  • 2 (Employer)

  • 3 (Provider)

A new helper has been added to the bulk upload screen to show these available options.

 

EP-2597

BUG

Prevent the edit/delete of report schedules for other users.

Security changes have been made to prevent a user from accessing report schedules by guessing edit/delete urls.

 

EP-2599

BUG

QA User - Unable to save their profile

We’ve fixed a bug where a QA user viewing their profile would be unable to save.

 

EP-2672

BUG

Prevent EPA name showing within assessment profile when deleted

The EPA name allocated against an assessment element will no longer show within the assessment profile screen / side bar when the EPA has been deleted.

 

EP-2673

BUG

Assessment Progress - EPAs able to see apprentice's current programmes if they were previously assigned to a previous programme

We’ve fixed a bug where EPAs assigned to an apprentice’s previous programme were still about to see the apprentice’s current programme within assessment progress, even if they were not assigned to them on the current programme.

 

EP-2677

BUG

Provider/employer specific support materials now hide correctly once deleted.

Provider/employer specific support materials are now correctly hidden from the main primary support material page once they have been deleted.

 

EP-2678

BUG

Deleting contract terms files now delete from the server as well as the database.

Deleting a terms file from the contract screen now deletes the file from server storage, instead of just removing the link in the database.

 

EP-2684

BUG

Bulk Upload - Successful import is not clear enough

We’ve fixed a bug where the bulk upload screen was not clear enough when an upload had successfully imported. The screen will show a success message on successful import, and if there are no errors / pending imports the import button will be hidden.

 

EP-2685

BUG

QA - EPA unable to see pending QAs for an apprentice's current programme if they were assigned on a previous programme

We’ve fixed a bug with the QA screen where an EPA with QA permissions were unable to see the pending QAs for an apprentice if they were assigned as part of a previous programme. This is now the case, and the EPA will be able to QA the elements/certification of the current programme, providing they’re not assigned to any element/the apprentice.

 

EP-2687

BUG

Components can no longer be edited via the view mode of the assessment plan screen.

The assessment plan screen has been updated to prevent changes to component bookings when accessing the screen via view mode. This is to keep consistency with other screens.

 

EP-2690

BUG

Actions - Improved handling in certain situations

We’ve adjusted the actions logic to better handle certain situations when an entity does not have an action. This doesn’t affect any functionality but reduces the number of entries in our logs.

 

EP-2703

BUG

Assessment schema standards dropdown now sorts by standard level/title.

The standards dropdown in the assessment schema screen has been amended to sort standards in standard level/title order.

Previously the dropdown sorted by the order the standards were created on the system.

 

EP-2706

BUG

EPA(M) users can now view QA attachments with Read All or Read Details QA permissions

EPA(M) users can now view QA attachments if they have either “Read All” or “Read Details” QA permissions to prevent security inconsistencies.

 

EP-2716

BUG

Scheduled Reports - Email subject change

Emails sent out via the scheduled reports have had their subject changed to better reflect the content within. The format of the subject is now “EPA Report - <report name> - <saved report name>”.

This allows users to identify the report immediately from the email client list without having to open or download the report.

The prefix also allows searching within a client for any and all “EPA Report” based subjects.

 

EP-2720

BUG

Assessment booking - bookings can now be rejected if an attendee has ever been added against one of the plan elements.

A bug has been fixed which prevented the rejection of an assessment booking, if attendees had ever been added to any of the plan elements. Previously, this resulted in an error occurring during processing.

 

EP-2721

BUG

Record of Achievement - Showing cancelled assessment plans

Fixed a bug on the Record of Achievement screen where it was possible for RoA’s to show that were linked to cancelled assessment plans. In some cases this resulted in seemingly duplicate entries.

 

EP-2733

BUG

Provider - QA minimum percentage no longer flagged as mandatory.

The asterisk has been removed from the QA minimum percentage field label within the edit provider screen, as this field is not mandatory.

 















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