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Feature - EP-3779 Planning Meeting Booking changes -Setting for the earliest date a provider could book

Feature - EP-3779 Planning Meeting Booking changes -Setting for the earliest date a provider could book

This work has been loaded live Jun 20, 2023 with 5.10.0

 

Note that by default the new setting for this is off by default, so may not affect most customers.

Do also note that this work is not factoring in the working days work in https://covalenttech.atlassian.net/browse/EP-3780 that is also in this release.

Overview

We have added a new setting to the Availability Configuration screen, called Epa Date Booking Period this new field is the maximum number of calendar days allowed, before a provider can booking a planning meeting (relative to the EPA date).

If attempting to book earlier than this amount of days, the system will then block it.

 

Note :- This does not affect the available booking days (availability), it only validates if a user is allowed to attempt a booking.

New setting on Availability tab

In instances where the apprentices EPA date falls outside of this period, an alert will be shown on the Book Planning Meeting screen, detailing that there is a problem with the apprentices EPA Date.

Example of the warning on the Book Planning Meeting screen

 

An example configuration use case:

Apprentices EPA Date is 12th July 2023

The Epa Date Booking Period is set to 30 days.

The earliest that the provider could book for would be 12th June 2023

If the provider was trying to book this on May 23rd, which is 50 days in advance of the EPA Date of 12th July, they would be prevented and shown the message in the screenshot above.

Permissions

The setting applies to Provider users that have the following permissions set:-

Book Planning Meeting Pre Gateway Submission

or

Book Planning Meeting Post Gateway Submission

For all other users, the functionality of the Book Planning Meeting screen will not change.

 

The following may help as an indicator when testing this functionality

For provider users, with the Epa Date Booking Period enabled. AO user functionality remains the same

 

Post-approval permission

Post-submission permission

Pre-submission permission

EPA date within booking Period

Post-approval apprentice

Post-Submission Apprentice

Pre-Submission Apprentice

Post-approval permission

Post-submission permission

Pre-submission permission

EPA date within booking Period

Post-approval apprentice

Post-Submission Apprentice

Pre-Submission Apprentice

Y

N

N

Y

Can book

Not visible

Not visible

Y

N

N

N

Can book

Not visible

Not visible

N

Y

N

Y

Not visible

Can book

Not visible

N

Y

N

N

Not visible

Can’t book

Not visible

N

N

Y

Y

Not visible

Not visible

Can book

N

N

Y

N

Not visible

Not visible

Can’t book

Y

Y

N

Y

Can book

Can book

Not visible

Y

Y

N

N

Can book

Can’t book

Not visible

N

Y

Y

Y

Not visible

Can book

Can book

N

Y

Y

N

Not visible

Can’t book

Can’t book

Y

N

Y

Y

Can book

Not visible

Can book

Y

N

Y

N

Can book

Not visible

Can’t book

Y

Y

Y

Y

Can book

Can book

Can book

Y

Y

Y

N

Can book

Can’t book

Can’t book