Version 5.13.0 - 12/09/2023

Production Release Date: Sep 12, 2023

Version: 5.13.0

UAT Release Date: Aug 15, 2023

PENDING PLANNING MEETING OPTIONS

EP-3296

screen_changes

Planning Meeting Booking - Add attendees

Overview

We have added the ability to assign attendees to planning meetings via the slot-based planning meeting booking screen. These attendees will receive the provisional booking communication if enabled. This also allows providers to specify attendees for the meeting, however, they will only be able to specify guests and/or any external system users; Employers, Providers, and Apprentice’s On Programme Assessor/Workplace Mentor.

Changes to Functionality

Please note that now it’s possible to update a pending slot based booking without changed the time or date, to just add attendees for example, epaPRO will not recalculate availability if the time or date remains the same and will keep the meeting assigned to the same user that was selected when the booking was first made.

If the date or time is changed then the availability will be recalculated.

The planning meeting booking screen’s layout has been adjusted to provide additional space for the new attendees' section. The screen has been split into three stages; Select Week, Select Time, and Attendees. The Select Week and Select Time stages function the same as their respective layouts before the adjustment.

The new Attendees stage works similarly to the attendees section on the Edit Planning Meeting screen. Clicking the “Add Attendee” button will open a popup with a list of users that can be added to the meeting. Similar to the Edit Planning Meeting screen this also includes shortcuts for the apprentice’s On Programme Assessor and Workplace Mentor, both of which will be added as guests.

If an external user, Provider, uses this functionality they will only see results for Provider, Employer and the two shortcut guests for the apprentice. Internal users, such as an Awarding Organisation User, will see the full list as if they were viewing the Edit Planning Meeting screen.

If an internal user has added internal attendees, such as EPA or EPAMs, external users will not see them within the attendees list and as the provider edits the provisional booking those EPA/EPAMs will remain as attendees.

As the screen did before, the availability engine will decide a suitable user, either from the availability group, or the apprentice’s EPA when the booking is saved. As before, this is also subject to change until the meeting has been approved, so further edits of the booking may also change the assigned user for availability purposes. For this reason, this user is not shown on this list. However, they will show, as they did before, on the Edit/View Planning Meeting screen. This user is still an attendee and so will still receive communications if they are enabled.

The “Add Guest” button will provide a way to add a guest to the meeting as an attendee and allow for an email and/or telephone to be provided.

All attendees will receive the Meeting Provisional Booking communication if it’s enabled.

Impacted Areas

• Planning Meeting Booking

Permissions

No new permissions have been added. However, the planning meeting booking permissions will now grant the user the ability to load the popup for adding the attendees to the meeting.

EP-4076

Dashboard - Query Performance

Both of the calculations for Apprentices in EPA and Completed gateways have been improved on the dashboard within the performance widgets.

EP-4034

API Documentation - Small fixes and updates

Fixed typos in the API documentation.

EP-4056

Permissions - Make additional permissions the owner has available to be assigned to other users

Overview

We have updated a few more permissions that the owner user previously solely had, to now be available for the owner to assign to other users and/or roles. These permissions are:

• “Roles” → “Bulk Assign Roles”

• “Communication” → “Global Reset Notifications”

• “Communication” → “Reset Notifications”

• “Communication” → “Clear User Overrides”

These are no new permissions but are just now visible to owner users to reassign.

We have also updated the Bulk Assign Roles backend routes to use the same permission as the button, this was previously not the case. The button and screens for this functionality are consistent and both require the “Roles” → “Bulk Assign Roles” permission.

EP-3995

Employer and employer user listings - new compact menu

Overview

 We have updated the employer listing screen and the employer user listing tab to use the more compact 3 dot menu that has been added to other areas in epaPRO. All of the original actions that were shown within the table on the employer and employer user listings have now been moved to the appropriate new 3 dot menu.

 Impacted Areas

 Employer listing screen, employer user listing tab.

Permissions

No new permissions

EP-3993

Apprentice listing screen - new compact menu

Overview

 We have updated the apprentice listing screen to use the more compact 3 dot menu that has been added to other areas in epaPRO. All of the original actions that were shown within the table on the apprentice listing has now been moved to the appropriate new 3 dot menu.

 Impacted Areas

Apprentice listing screen

Permissions

No new permissions

EP-3992

QA user listing screen - new compact menu

Overview

 We have updated the QA user listing screen to use the more compact 3 dot menu that has been added to other areas in epaPRO. All of the original actions that were shown within the table on the QA user listing has now been moved to the appropriate new 3 dot menu.

 Impacted Areas

QA user listing screen

Permissions

No new permissions

EP-3991

Awarding Organisation listing screen - new compact menu

Overview

 We have updated the Awarding Organisation listing screen to use the more compact 3 dot menu that has been added to other areas in epaPRO. All of the original actions that were shown within the table on the Awarding Organisation listing has now been moved to the appropriate new 3 dot menu.

 Impacted Areas

Awarding Organisation listing screen

Permissions

No new permissions

EP-3990

Roles listing screen - new compact menu

Overview

 We have updated the roles listing screen to use the more compact 3 dot menu that has been added to other areas in epaPRO. All of the original actions that were shown within the table on the roles listing has now been moved to the appropriate new 3 dot menu.

 Impacted Areas

Roles listing screen

Permissions

No new permissions

EP-3984

screen_changes

EPA - Move the Calendar Token Id field from the EPA details tab to the Availability tab.

Overview

The “Calendar Integrations” section of the EPA(M) entity screen has been relocated to group availability together.

Changes to Functionality

The “Calendar Integrations” section of the EPA(M) entity screen has been moved from the “EPA Details” tab to the “Availability” tab - this is to keep the calendar/availability functionality grouped together.

As part of this change users will now always see the “Availability” tab, regardless of whether they have the “EPAs → View EPA Availability” permission. Note that, without this permission, the other fields will still not be visible to the user (i.e. Availability Notes, EPA Hours, and EPA Absences) and thus no changes to functionality should be noticed.

Impacted Areas

• EPA → Entity screen

Permissions

None

EP-3971

Reporting - Added Assessment Centre column/filter to Assessment Elements report

Overview

The Assessment → Assessment Elements report has been extended to contain the name of the assessment centre. An assessment centre filter has also been added.

Changes to Functionality

The Assessment → Assessment Elements report has been extended to contain the name of the assessment centre (assessment_centre). In addition to this, an assessment centre filter has also been added to limit results, based on this new column.

Impacted Areas

• Reporting → Assessment → Assessment Elements

Permissions

None

EP-3970

screen_changes

recommend_Training

Appeals - element/certification QA name

Overview

We have added the name of the EPA/EPAM user that undertook the QA relating to the entity that the appeal applies to (element or certification). As part of this work, we have also made this name link up to the side drawer so their details can be viewed whilst on the appeal management screen.

Impacted Areas

 Appeal management screen.

Permissions

No new permissions

EP-3969

screen_changes

recommend_Training

Appeals - assigned user

Overview

 We have added functionality to allow an appeal to be assigned to a user in the system with the appropriate appeal permission.

Changes to Functionality

 When creating a new appeal or editing an existing appeal it is now possible to assign a user to manage that appeal. The assigned user will need to have the Update Appeals permission. By default the appeal will be assigned to the person that owns it, as long as they are not an external user.

We have added the assigned person to the appeals screens, appeal report, side drawer information (under Appeal details for both element and certification appeals).

We have also added a filter to the appeals listing screen to allow filtering by person assigned to the appeal.

Impacted Areas

 Appeals listing and management screen, side drawer and reporting

Permissions

No new permissions

EP-3968

screen_changes

recommend_Training

Appeals - outcome

Overview

 We have added functionality for an outcome to be attached to an appeal.

Changes to Functionality

 We have added visibility of this outcome field to the Appeal listing screen, the Appeal management screen (in the resolution details box), the Appeals widget in the the Element/Certification side drawer and the Appeal Summary report. We have also added a filter to the reports and the appeal listing screen to allow filtering on the appeal outcome.

Impacted Areas

 Reporting, Appeals listing and management screens, side drawer

Permissions

No new permissions

EP-3967

screen_changes

recommend_Training

Appeals - type field

Overview

 We have added functionality for a custom type to be attached to an appeal, via the use of custom dropdown values, which can be configured via the Appeal Types category on the Custom Dropdowns management screen.

Changes to Functionality

 We have added visibility of this type field to the Appeal listing screen, the Appeal management screen, the Appeals widget in the the Element/Certification side drawer and the Appeal Summary report. We have also added a filter to the reports and the appeal listing screen to allow filtering on the appeal type.

As a part of this work, the old Appeal Type filter has been renamed Appeal Link. The new Appeal Type filter references the values from the Appeal Types custom drop down.

The old Type column on the Appeal Summary report has been renamed Appeal Link, and the Type column now references the value from the Appeal Types custom drop down.

Impacted Areas

 Reporting, Appeals listing and management screens, side drawer

Permissions

No new permissions

EP-3900

screen_changes

Surpass - Improvements to the Standard's Surpass Subject Reference (previously External Subject Reference)

Overview

We have renamed the “External Subject Reference” field against the standard to “Surpass Subject Reference”. This field was only used for our Surpass integration and can cause issues if a value other than a reference is entered. This field will also now validate the reference, ensuring a Surpass subject exists with the reference. Customers that do not have our Surpass integration enabled will not have this field validated.

Changes to Functionality

Renaming of field

The External Subject Reference field has been renamed to Surpass Subject Reference. The name has also been changed on the standards report. An info tooltip has been added to explain that this field is only used for Surpass and when it will be sent. This field should be used for any other value.

Validation of the given reference

epaPRO will now validate the reference entered into this field, if the Surpass integration is enabled, to ensure a matching subject exists within Surpass. If we are able to successfully identify a subject then the validation will be successful, otherwise, we will display a suitable error message and block the save. This is to prevent issues with booking Surpass components as all standards associated with the apprentice, even past programmes, have their references sent up to Surpass if the field has been completed.

Impacted Areas

• Assessment Plan

• Standard

• Standard Report

EP-3894

Integrations - Improved logging

Overview

We improved our internal logging for some of our external integrations - Surpass, ESFA, and ProctorU. This should not affect functionality but provide our support team with additional information when trying to diagnose a reported issue.

Affected Areas

• ProctorU

• Surpass

• ESFA

EP-3871

Apprentice create/update origin

Overview

 We have added functionality to make it possible to discern the origin of an apprentice creation/update. Apprentice record creations/updates that have occurred via the screen, bulk import, or API will now be flagged as such when looking at the Change Log entry for that action, alongside an origin indicator. 

Impacted Areas

 Apprentice management screen, API, Bulk Import, Change Log

Permissions

No new permissions have been introduced

EP-3775

Setup_Required Screen_Changes

Communications - Element and Planning Meeting communication

Please note that these changes are likely to have an impact on existing configuration and so should be prepared for appropriately.

Overview

We have adjusted the communication options for component and meeting notifications to improve the clarity of descriptions and better reflect how they are intended to function. This includes adjusting descriptions, available user types and the underlying logic. These changes should make it easier to understand, predict, and provide the most flexibility.

Changes to Functionality

Component Communication

We have adjusted how component communications are sent to ensure they’re only sent to attendees of the booking. This will provide increased flexibility and also match the descriptions of the notifications. We have also removed the deprecated user types in favour of only sending to attendees, this change will make it much easier to predict what comms will be sent to who and also provides the most flexibility. Below is a list of changes that have been made to each communication:

Component Cancelled

• Awarding Organisation user type removed as it’s not currently possible for this user type to be an attendee

• Deprecated Apprentice’s On Programme Assessor guest type has been removed - guest attendees should be used instead

• Deprecated Apprentice’s Workplace Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Employer/Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Provider guest type has been removed - guest attendees should be used instead

• Deprecated Employer Contact guest type has been removed - guest attendees should be used instead

• Deprecated Provider Contact guest type has been removed - guest attendees should be used instead

• Descriptions have been amended for improved clarity

Component Invitation

• Awarding Organisation user type removed as it’s not currently possible for this user type to be an attendee

• Deprecated Apprentice’s On Programme Assessor guest type has been removed - guest attendees should be used instead

• Deprecated Apprentice’s Workplace Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Employer/Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Provider guest type has been removed - guest attendees should be used instead

• Deprecated Employer Contact guest type has been removed - guest attendees should be used instead

• Deprecated Provider Contact guest type has been removed - guest attendees should be used instead

• Descriptions have been amended for improved clarity

Component First Reminder

• Awarding Organisation user type removed as it’s not currently possible for this user type to be an attendee

• Deprecated Apprentice’s On Programme Assessor guest type has been removed - guest attendees should be used instead

• Deprecated Apprentice’s Workplace Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Employer/Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Provider guest type has been removed - guest attendees should be used instead

• Deprecated Employer Contact guest type has been removed - guest attendees should be used instead

• Deprecated Provider Contact guest type has been removed - guest attendees should be used instead

• Descriptions have been amended for improved clarity

Component Second Reminder

• Awarding Organisation user type removed as it’s not currently possible for this user type to be an attendee

• Deprecated Apprentice’s On Programme Assessor guest type has been removed - guest attendees should be used instead

• Deprecated Apprentice’s Workplace Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Employer/Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Provider guest type has been removed - guest attendees should be used instead

• Deprecated Employer Contact guest type has been removed - guest attendees should be used instead

• Deprecated Provider Contact guest type has been removed - guest attendees should be used instead

• Descriptions have been amended for improved clarity

Component Rescheduled

• Awarding Organisation user type removed as it’s not currently possible for this user type to be an attendee

• Deprecated Apprentice’s On Programme Assessor guest type has been removed - guest attendees should be used instead

• Deprecated Apprentice’s Workplace Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Employer/Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Provider guest type has been removed - guest attendees should be used instead

• Deprecated Employer Contact guest type has been removed - guest attendees should be used instead

• Deprecated Provider Contact guest type has been removed - guest attendees should be used instead

• Descriptions have been amended for improved clarity

Component Resit

• Awarding Organisation user type removed as it’s not currently possible for this user type to be an attendee

• Deprecated Apprentice’s On Programme Assessor guest type has been removed - guest attendees should be used instead

• Deprecated Apprentice’s Workplace Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Employer/Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Element Provider guest type has been removed - guest attendees should be used instead

• Deprecated Employer Contact guest type has been removed - guest attendees should be used instead

• Deprecated Provider Contact guest type has been removed - guest attendees should be used instead

• Descriptions have been amended for improved clarity

Component External Assessment

• Awarding Organisation user type removed as it’s not currently possible for this user type to be an attendee

• Deprecated Apprentice’s On Programme Assessor guest type has been removed - guest attendees should be used instead

• Deprecated Apprentice’s Workplace Mentor guest type has been removed - guest attendees should be used instead

• Deprecated Employer Contact guest type has been removed - guest attendees should be used instead

• Deprecated Provider Contact guest type has been removed - guest attendees should be used instead

• Descriptions have been amended for improved clarity

Assessment Plan

We have added a shortcut to the element attendees section. Similar to planning meetings these two shortcuts will allow for the on-programme assessor and/or workplace mentor to be easily added as a guest to the attendee without having to copy over the details manually. These will then be configurable under the comms screen’s Element Guest type.

Planning Meeting Guests

The planning meeting guest user type has been updated to support phone numbers, this is to bring it in line with our other guest user types within epaPRO. This also means the “SMS” method for notifications to planning meeting guests will also be available for use.

Planning Meeting Communication

We identified that a few of the comms relating to planning meetings were inconsistent with the others and some had misleading descriptions. These have been amended. The affected communications and their changes are:

Meeting Cancellation

• User type and guest type descriptions have been updated.

• Removed the Apprentice’s On Programme Assessor guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

• Removed the Workplace Mentor guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

• Removed the Employer Contact guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

• Removed the Provider Contact guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

Meeting Invitation

• User type and guest type descriptions have been updated

• Added the awarding organisation user type as it’s possible for this user type to be an attendee of the meeting - this has defaulted to being disabled

Meeting Provisional Booking

• User type and guest type descriptions have been updated.

Meeting First Reminder

• The logic that decides who this communication is sent to has been adjusted to bring it in line with the other meeting communications. This communication will now only send to attendees of the meeting.

• User type and guest type descriptions have been updated.

• Added the awarding organisation user type as it’s possible for this user type to be an attendee of the meeting - this has defaulted to being disabled

Meeting Second Reminder

• The logic that decides who this communication is sent to has been adjusted to bring it in line with the other meeting communications. This communication will now only send to attendees of the meeting.

• User type and guest type descriptions have been updated.

• Added the awarding organisation user type as it’s possible for this user type to be an attendee of the meeting - this has defaulted to being disabled

Meeting Rescheduled

• User type and guest type descriptions have been updated.

• Added the awarding organisation user type as it’s possible for this user type to be an attendee of the meeting - this has defaulted to being disabled

• Removed the Apprentice’s On Programme Assessor guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

• Removed the Workplace Mentor guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

• Removed the Employer Contact guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

• Removed the Provider Contact guest type - it was not possible for this guest type to receive this communication as it was only sent to attendees

Meeting Updated

• User type and guest type descriptions have been updated.

• Added the planning meeting guest user type as this was missing - it has been defaulted to disabled

Meeting Booking Rejected

• The logic that decides who this communication is sent to has been adjusted to bring it in line with the other meeting communications. This communication will now only send to attendees of the meeting and the creator (subject) of the meeting.

• Added missing apprentice user type - it has been defaulted to disabled

• Added the planning meeting guest user type as this was missing - it has been defaulted to disabled

Impacted Areas

• Communication Management

• Assessment Plan

• Planning Meeting

More info including screenshots can be seen here

- Feature - EP-3775 Updates to Communication options; component and meeting notifications

EP-3641

screen changes

Assessment Plan - Plan Completed Summary Notification

Overview

• EPA screen now has a new “Biography” text area.

• The Planning → Plan Completed communication has been updated to have new variables.

• The assessment plan screen has been enhanced to have the option to not send the plan complete communication when a plan is submitted - this can now be sent at a later date & sent on demand.

• Minor display tweaks have been made.

Changes to Functionality

EPA screen

The EPA Details screen within the EPA entity page has been updated to have a new text area field, titled “Biography”. This new field allows a formatted text area to be input that can store information about the EPA.

Plan Completed communication

The Planning → Plan Completed communication template has been updated to have the following new variables.

• assessment_information: this is a blob of text containing all of the details for the booked elements against the plan.

  • Note that this variable is very large & contains HTML formatting, and thus should not be included in the SMS version of the template.

• epa_bio: contains the apprentice EPA biography text mentioned above

• epa_email: contains the apprentice EPA email address

• epa_telephone: contains the apprentice EPA telephone number

Assessment Plan enhancements

The assessment plan screen has been enhanced to have the following additional functionality:

• When submitting a plan, the user can choose whether to send notifications or not by using the “Submit” and “Submit & Notify” buttons.

• Once an assessment plan is complete, a “Notify Completed” button will appear, depending on whether the notification has been sent before.

  • If the plan completed communication has been sent before, the last date/time that it was sent will be displayed within the button.

Minor display tweaks

As part of this work, some minor display changes have been made to ensure that the headings within the EPA(M) screen are a uniform size. The changed headings are:

• Availability Notes

• EPA Hours

• EPA Absences

• Contact Details

• EPA Details

• Standards / QA Standards

Email templates

As part of this work, the styling of bullet pointed lists has been updated to make them match the styling of the surrounding text - previously bullet pointed lists appeared bolder than the rest of the text.

Note that this is a change that will effect all email templates, not just the Plan Completed email.

Impacted Areas

• EPA

• Assessment Plan

• Communications

Permissions

None

EP-4078

Notifications - Meeting Booking Rejected: Reason to displaying in email or SMS

Notifications - Meeting Booking Rejected

• Fixed a bug that in which the rejected_reason variable would not show up in emails or SMS when included in the meeting booking rejected notification. The variable will now display as expected

EP-4075

Signature - Issues with some screens if a signature is empty

Overview

We’ve fixed a bug where on some screens (primarily assessment related) an error would occur due to an invalid signature, being empty in some cases. This would cause parts of the screen to stop functioning properly.

EP-4071

Bulk Upload - Import errors are not very clear

Overview

We have improved the visibility of errors when one or more import fails. Previously the screen would show a success message “X records imported” but when expanding the imported section it may highlight that one or more of those failed.

Now, the success message will only show the count that successfully imported and the error messages for records that fail to import will now be shown above the imported box, rather than inside.

EP-4070

Standard - Ability to search by External Standard ID

Standard - Search

• Fixed a bug in which the search feature would not additionally check for the external standard id. You can now search by external standard id as expected.

Please Note: Searching by an external standard id is case sensitive and will require the exact id.

EP-4061

Assessment Result - Questions validating based on current rather than visible questions

Overview

We have fixed a bug where the assessment result screen would validate, on update, the provided answers to questions based on the current questions available against the component. This causes issues when the component’s questions have been changed to include or remove required fields.

This screen will now only validate based on the questions against the element booking, which would be the state of the component at the time.

EP-4058

Record of Achievement - Past programmes incorrectly showing

Overview

We have fixed a bug where an apprentice incorrectly shows on the RoA screen if their past programme was not processed.

EP-4054

Assessment Element - Void results counting towards max resit number

Overview

We have fixed a bug where void results were counting towards the maximum resit number and so the Book Resit would not show incorrectly for affected bookings.

EP-4053

Change Log - Performance issues

Some performance issues had been noted in the change log upon reaching certain scaling thresholds. These should now be far more performant.

EP-4050

Assessment Plan - Visual Glitch Fixed

Assessment Plan -

• Fixed a bug that caused labels on the assessment plan components to overlap and flow outside of their section. The labels will now stack as expected.

EP-4043

Planning Meeting - assessor or mentor with no surname displaying incorrectly

Planning Meeting -

• Fixed a bug which caused an assessors or mentors name to not display correctly under attendees when they were not given a surname against the apprentice. The assessor or mentors name will now display as expected.

EP-4033

Support Materials - Employer field filtered based on provider

Support Materials -

• Fixed a bug that allowed for support materials to be assigned to an employer that did not match the chosen provider. The employer field will now filter itself based on the entry in the provider field. If a support material relates to just an employer, then the process is unchanged.

EP-4029

Assessment Plan - Possible to book a resit even when the maximum number has been reached

Overview

We have fixed a bug on the assessment plan screen where it would allow a resit to be booked for an element that has already reached the maximum allowed number of resits. In this instance the element will now enter a read only state.

EP-4024

Assessment Booking - Assessment Centre dropdown not filtering for a provider

Overview

We have fixed a bug where the assessment centre dropdown would show centres belonging to other providers when a provider is viewing the screen. Providers will now only see centres associated with them or centres not associated with a provider.

EP-4015

API - Enforced Queue Limit

Overview

We have adjusted the default limit on our API’s Queue endpoint and introduced a range clamp. The new default is 100 if no limit has been specific. The new range of this field is between 1 and 1000. Any value less than 1 will be forced to 1 and any value greater than 1000 will be forced to 1000.

EP-4013

Assessment Progress - Expected Completion Date Fix

Assessment Progress -

• Fixed a bug in which the expected completion date would display “0 days left in epa“ when no expected completion date was set against the apprentice. To differentiate from an apprentice who’s last day of epa is today the words “No Estimate Available” will be shown when no expected completion date has been set.

EP-4006

Users - Error when deleting a user that has linked MS 365

Overview

We have fixed an error that would occur when attempting to delete a user who have linked their Microsoft 365 account.

EP-3961

Start New Programme - Incorrect validation error message on the last registration date

Overview

We have fixed the incorrect error message that is shown when an apprentice is being started on a new programme and the current date is after the standard’s last registration date.

EP-3954

Roles and Users - Restricted permissions lost when a non-owner user edits the role or user

Overview

Fixed a bug that caused users to lose assigned restricted permissions when a non-admin/owner user updated the user.

Changes to Functionality

The save user screens have been updated to prevent the loss of assigned restricted permissions when a non-admin/owner user saves a user record. Note that if a role change is made, the restricted permissions will be removed - this is because changing a role resets the permissions to not have overrides.

Impacted Areas

• User Permissions

Permissions

None

EP-3936

ProctorU - Availability is not checked when adding ProctorU to an existing booking

Overview

We have fixed a bug where epaPRO did not check for ProctorU’s availability when an already booked element is edited to have ProctorU proctoring when it did not previously.

EP-3930

Providers - Success message when removing all standards

Overview

We have fixed a bug where editing a provider and removing all standards would show a successful “Provider edited” message but not remove the standards. As a provider requires at least one standard this will now probably validate and display an error message similar to the create provider screen.

EP-3929

Apprentice Bulk Upload - Blank specialism

Overview

Fixed a bug within the apprentice bulk import that allowed for specialism to be blanked when it shouldn’t have been.

Changes to Functionality

The apprentice bulk import functionality has been tweaked to prevent a user blanking an apprentice’s specialism id - this was previously achievable by uploading a blank specialism id, without providing a standard id alongside it.

In addition to the above, the validation has been updated to allow the specialism id to be provided without a standard id - if a standard id is not provided in the import, the standard against the apprentice’s record will be used to check the specialism instead.

Impacted Areas

• Apprentices → Entity screen

• Apprentices → Import Apprentices → Create / Update Apprentice, Start New Programme

• Apprentices → API → Create / Update Apprentice, Start New Programme

Permissions

None

EP-3918

Support Materials - Employer and Provider materials should now display

Overview

Fixed a bug that prevented provider/employer specific support materials from displaying in their relevant tabs.

Changes to Functionality

The support materials manage/view screens should now display provider/employer specific support materials in their relevant tabs. Previously, these support materials could only be found if they also belonged to a category.

Impacted Areas

• Support Materials

Permissions

None

EP-3882

Planning Meeting - Workplace Mentor and On Programme Assessor showing if they are not completed

We have fixed a bug where the planning meeting screen was showing the workplace mentor and on programme assessor shortcuts even if the details were not entered.

EP-3858

Bulk Upload - Start New Programme can assign apprentice to wrong employer

Overview

We have fixed a bug where it would be possible to assign an apprentice to another provider’s employer if the external_employer_id column was present but not completed in the CSV. This was an uncommon issue relating to older employer data.