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Version 5.14.0 - 10/10/2023

Version 5.14.0 - 10/10/2023

Production Release Date: Oct 10, 2023

Version: 5.14.0

UAT Release Date: Sep 12, 2023

 

The Release webinar will be available from HERE (following the Friday demo meeting);

Note: you can copy and share this link with other people in your organisation

We have added a new column on the table below called “Action Required” this shows several new status labels:

SETUP_REQUIRED - some setup will be required to use this element

NEW_PERMISSIONS - new permissions have been added

RECOMMEND_TRAINING - training is recommended - usually for new major features.

screen_changes - changes have been made to existing screens

This is to help highlight to you anything you need to ensure is set up for the day of release or in advance of this. We do still recommend that all of the release notes are read.

low impact medium impact high impact We are also adding a column for Potential Impact to you our customers, this is an estimation of any impact to your businesses the work may have. This is just offered as a guideline, as we appreciate you all use EPAPro slightly differently.

We recommend you check any Comms settings with the release notes, as whilst newly introduced comms will be listed in them, we may not mention if an existing comm needs to be enabled, which we assume may be on from previous releases.

What you have enabled can be seen via the System Management → Communications .

 

Epic

Key

Type

Action Required

Summary

Release Notes Description

Potential Impact

Epic

Key

Type

Action Required

Summary

Release Notes Description

Potential Impact

 

EP-4134

feature

 

API Documentation - Update Planning Meeting types

Overview

Added the “Teams” type that was previously missing from the API documentation for planning meetings.

low impact

 

EP-3645

feature

 

Dependency updates

Overview

We have updated the underlying dependencies used by epaPRO both behind the scenes and on the front-end. This should not have any impact on functionality and is part of normal maintenance.

Impacted Areas

  • Whole system

low impact

 

 

EP-4158

feature

 

Reporting - Apprentice Completions - new fields added

Overview

Added new columns to the Forecasting → Apprentice Completions report.

Changes to Functionality

The Forecasting → Apprentice Completions report has been enhanced with the following new fields:

  • latest_component_name - Name of the component that is resulting in the forecasted_completion_date

  • latest_component_scheduled_timestamp - Date/time of the component that is resulting in the forecasted_completion_date

The new date has also been added to the date filtering.

In addition to the above, a bug has also been fixed that caused the wrong SLA threshold to be used when calculating the forecasted_completion_date_plus_sla column.

Impacted Areas

  • Reporting → Forecasting → Apprentice Completions

Permissions

None

low impact

 

EP-4153

feature

recommend training

screen_changes

EPA - My Assessments screen

Overview

A new ‘My Assessments’ screen has been developed for EPAs and EPAMs to view scheduled or pending assessment elements that they are the assigned EPA for.

Changes to Functionality

The new screen sits within the caseload menu for EPAs and EPAMs, all other users will receive and unauthorised response if attempting to access regardless of permission; this is consistent with the current caseload screen.

The screen will show a list of assessments that adhere to the following criteria:

  • Assessment Element must be either Active or Pending

  • EPA(M) user must be the assigned EPA for the Assessment Element

  • The Assessment Plan for the Element must be either In Progress or Completed

  • The Assessment Element should have no submitted result.

    • A status column is provided on the screen to differentiate between an unsubmitted result and no result.

Assessments are ordered with the most recent at the top as these are likely to be the most pressing for the EPA(M) to action. By default only apprentices with a status of “In Assessment” are shown however this can be changed via a filter.

Shortcut links are provided under the Actions menu to both the apprentice’s profile and the assessment profile.

A normal set of filters is available on screen as well as a search box (based on apprentice’s name or ULN).

Impacted Areas

New screen and caseload menu area for EPA(M)s.

Permissions

No new permissions. The new screen utilises the existing Caseload permission.

low_impact

 

EP-4151

feature

 

API Documentation - added missing events

Overview

We have added the following missing events to the API documentation:

  • confirm_gateway

  • submit_gateway

  • delete_element_ {element_id}

  • pending_element_{element_id}

  • update_meeting 

Impacted Areas

 API Documentation

Permissions

No new permissions

low_impact

 

EP-4104

feature

 

Comms - Allow custom styling on links

Overview

The Communication Templates area has been updated to allow the style attribute against links. This will allow users to customise emails further with link colour, font size, etc when editing the template using the HTML editor.

Example:- to ensure a URL appears in your mail client, as the typical underlined/blue link you could use the HTML editor option on the template - highlighted in yellow

and enter the URL like this.

<p><a style="color:#0000EE; text-decoration: underline;" href="https://www.google.co.uk">Click on Google</a></p>

 

low_impact

 

EP-4094

feature

 

Gateway - Move gateway route generation out of controllers

Overview

Internal changes have been made to standardise the URL generation for viewing an apprentice's gateway.

Changes to Functionality

Internal changes have been made to standardise the URL generation for viewing an apprentice's gateway. No functionality should be changed as part of this ticket.

Impacted Areas

  • Gateway

  • Assessment Profile

  • Assessment Plan

  • Certification

Permissions

None

low_impact

We still would recommend testing these areas.

 

EP-4042

feature

Screen_changes

recommend_training

Apprentice Notes/Files enhancements

Overview

 We have made enhancements to the apprentice notes and files.

Changes to Functionality

 The following enhancements have been made to apprentice notes and files:

  • It is now possible to select the programme that you wish a note or file to be applied to. When viewing the add note/file screens the current programme that you are currently viewing will be pre-selected in a new programme dropdown, with any other programmes that the apprentice is associated with also listed. It is also possible to select “all” meaning that the note will be attached to the apprentice, but not any specific programme.

    • This replaces the Type dropdown that previously existed on the create apprentice note and create apprentice file screens

  • We have included the following information in the programme drop down that is used to switch between programmes on the apprentice profile screen

    • the iFATE reference, standard name, and standard version

    • the last status that the programme got to including the date

    • This information has been replicated for the dropdowns on the apprentice notes and apprentice files programme drop down.

  • We have also added date filtering to the apprentice files tab, to mirror the recent changes to the apprentice notes tab, allowing sorting newest to oldest and vice versa.

Impacted Areas

 Apprentice profile (notes and files tab), notes side drawer widget, files side drawer widget

Permissions

No new permissions

low_impact

Would recommend some familiarisation training for your users.

 

EP-4037

feature

recommend_training

Assessment Booking - Send Component Invitation comms

Overview

Updated the Assessment Booking process to allow the user to send component invitation communications, when bulk booking components.

Changes to Functionality

The Assessment Booking process has been updated to have an additional primary action button - this primary action replicates the existing one (i.e. Book / Approve) but will also send the component invitation notifications.

External users are not offered this new button, as the booking is not officially confirmed until an EPAO confirms the bookings - in this scenario, the EPAO is offered the ability to send out communications at the point of approval.

Impacted Areas

  • Assessment Booking

Permissions

None

medium_impact Listed as medium as we think training will be needed for familiarisation.

 

EP-3994

feature

Screen_changes

Providers - new menu

Overview

 We have added the new condensed three dot menu to the provider and provider user listing screens. We have also changed the active flag to be a badge. These changes have been made to keep these screens consistent with other areas of the app.

Impacted Areas

 Provider and Provider user listing screens.

Permissions

No new permissions

low_impact to medium_Impact

May need comms to be sent to providers to familiarise them with change.

 

EP-3989

feature

Screen_changes

Provider/Employer sub user listings

Overview

 We have made quality of life enhancements to the Provider and Employer sub-user listings.

Changes to Functionality

 The following enhancements have been made to both the Provider and Employer user listings

  • Users can now be sorted alphabetically (first name and last name have now been merged into one column), with the primary user always appearing at the top of the listing

  • The primary user is now easily identified with a new badge stating that they are the Primary

    • The primary user defaults to the top of the listing when no sorting is applied

  • Active users only are now shown by default

    • There is a filter the allow filtering by active/inactive users

  • We have added sorting for the name, username and created columns

Impacted Areas

 Provider user listing and employer user listing

Permissions

No new permissions

low_impact

 

EP-3988

feature

Screen_changes

Todo's - Paused status

Overview

 We have added paused information to the Todo’s screen for actions that have been paused to mirror the information given in the notification area.

Changes to Functionality

 Todo’s (actions) that have been paused will now show the paused icon. Hovering over this will allow the user to see why the action has been paused.

As part of this work we have also added a filter to allow the user to filter between Todo’s that have been paused and those that haven’t. The default view for Todo’s is to show those that have not been paused.

Impacted Areas

 My To-do’s screen

Permissions

No new permissions.

low_impact

 

EP-3987

feature

NEW_PERMISSIONS

Reporting - New Apprentice notes report

Overview

A new report “Apprentice → Apprentice Notes” has been created to show high-level note details.

Changes to Functionality

A new report “Apprentice → Apprentice Notes” has been created - this report will show information regarding the apprentice notes, per apprentice.

Note that the main note content is not shown in the report due to size, though the title of each note is shown.

Impacted Areas

  • Reporting → Apprentice → Apprentice Notes

Permissions

A new permission has been created alongside this report:

  • Reporting → Apprentice Notes

This new report permission has been given out to the owner and awardingorganisation roles by default.

low_impact

 

EP-3973

feature

Screen_changes

EPA availability - component name

Overview

 We have added the component name or planning meeting to bookings that are internal to epaPro.

Changes to Functionality

 This will not change how external calendar events are displayed. These changes only relate to bookings within epaPro.

Impacted Areas

 EPA availability calendar, EPA side drawer

Permissions

No new permissions

low_impact

 

EP-3165

feature

 

Databases - Various internal performance enhancements.

Overview

Various internal performance enhancements.

Changes to Functionality

Various tweaks have been made to the databases behind epaPRO to improve performance. No functional change should be noticed as part of this development.

Impacted Areas

  • Apprentice

  • EPA

  • Contract

  • Assessment Result

  • Elements

  • Grade Profiles

Permissions

None

low_impact

 

EP-3910

feature

Screen_changes SETUP_REQUIRED

recommend_training

Communication Templates - Different templates for user types / guest types

Overview

We have expanded our communication system to allow for tailored templates for user-type or guest-type. For example, if you would like the apprentice to not receive a certain variable, or just have the wording adjusted slightly then an apprentice template can be configured for a communication. Every other user would then continue to receive the generic template.

Changes to Functionality

New and deprecated variables

To improve the flexibility around what details are included in communication templates we have introduced a range of new variables and deprecated old variables. This provides further control over what information is provided to certain user types. For example, you may want the external assessment pin to be sent to the EPA while the apprentice just receives information about who the provider of that online test is. Detailed below are the new variables that have been introduced and which have been deprecated. The descriptions below are also available when editing a communication template.

Deprecated variables

Note that the deprecated variables will still function as they did before, allowing for a phased transition to the newer variables over time. However, the deprecated variables will not be updated and may be removed in a future update.

  • assessment_details - this has been replaced by the external_assessment_* and external_proctoring_* variables

  • external_link - this has been replaced by the external_meeting_* variables

New variables

  • external_assessment_url - Contains the URL to the external assessment test, if supported by the external provider. Blank if no external provider is selected.

  • external_assessment_pin - Contains the pin needed to access the external assessment test, if supported by the external provider. Blank if no external provider is selected or no test is booked.

  • external_assessment_provider - Contains the name of the external provider for this assessment. Blank if no external provider is selected.

  • external_assessment_reference - Contains the reference for the test with the external provider. Blank if no external provider is selected or no test is booked.

  • external_assessment_notes - Contains additional notes for the external assessment provider which may contain additional details which do not fit into the other variables. Blank if no external provider is selected.

  • external_proctoring_provider - Contains the name of the external proctoring provider. Blank if no external proctoring is configured.

  • external_proctoring_notes - Contains any additional details about the proctoring provider that do not fit into the other variables such as the ProctorU text block.

  • external_meeting_provider - Contains the name of the external meeting provider. Blank if no external meeting is configured.

  • external_meeting_join_link - Contains a link to join the external meeting. Blank if no external meeting is configured.

Communication Manager

We have updated our communication template manager to allow for user-type-specific templates to be created. Communications will now have a “Generic” template and then additional user-type/guest-type templates.

The generic template will be the fallback, if no other suitable user-type-based template has been configured and enabled. This means functionality will not have been changed with this release as all existing templates will be moved to generic templates.

To help with adding new templates for a certain user/guest type a new “Copy from template” dropdown is available. This will allow for a new template (Apprentice for example) to be able to copy the generic template and then make any edits as needed. Note: This will not maintain a link between the two so any changes made to one template will not be applied to the others.

Update Comms System To Use User Type Templates

The comms system has been updated so that when an email or SMS is sent epaPRO will check if the user type or guest type has a template enabled, if so, this template will be used instead. Otherwise, epaPRO will fall back to the generic template.

As an example, this would allow for an apprentice to maybe get a tailored version of a communication with everyone else receiving the generic template.

Impacted Areas

  • Communication templates

  • Assessment element comms

    • Component Invitation

    • Component Cancelled

    • Component Rescheduled

    • Component Resit

    • External Assessment

  • Planning meeting comms

    • Meeting Cancellation

    • Meeting Invitation

    • Meeting Rescheduled

  • All email and SMS comms

low_Impact to medium_impact

Classed as Low to Medium as it isn't something you have to use as it will fall back to the current “generic” template. But if you do implement it - there is set up needed and would suggest training.

 

EP-3713

feature

recommend_Training

Notes - Extend functionality of notes

Overview

We have added some key extensions to the functionality of apprentice notes across epaPRO. The primary changes that have taken place to extend the apprentice notes are the following:

  • Ability to flag apprentice notes against any number of specific areas of epaPRO when adding or editing an apprentice note. For example a note can be flagged against the planning areas if it is relevant to any of these sections.

  • Shortcuts to view apprentice notes via the side drawer from any of the available areas that the notes can be flagged against. For example clicking an “Open apprentice notes“ button from an assign apprentice screen will show notes flagged against the assign apprentice area.

  • Ability to filter apprentice notes in the side drawer to see notes that are relevant to any specific areas.

  • A small notification style count of notes is displayed on the various “Open apprentice notes” buttons letting you know that the apprentice has notes that should be checked for the specific area of epaPRO that you are currently on, allowing for better and more accurate decision making.

Changes to Functionality

Apprentice Profile - Add/Edit apprentice notes:

A new area field has been added to the apprentice notes when creating or editing one. This field will allow you to specify one or more areas that the apprentice note is relevant to. It is an optional field and when an area is selected it will allow the note to be shown when looking at the apprentice notes for a relevant screen. The note will also be added to the count that appears for apprentice notes on relevant screens.

Currently the following areas are supported:

  • Assign Apprentice

  • Certification

  • Gateway

  • QA

  • Assessment

  • Planning

  • Appeals

  • ESFA

Apprentice Profile - Viewing Notes

The apprentice notes, that appear under the notes tab of the apprentice profile screen, can now be filtered by the area field. You can select any number of areas and all notes for those specific areas will be displayed.

Apprentice Side Drawer - Notes Changes

From the apprentice side drawer, we have added a new field that allows you to filter the displayed set of notes by the area in the same way as the apprentice profile screen.

In addition to filtering there is also a new button titled “New Note“ that is a shortcut to take you to the notes tab of the the apprentice profile screen meaning that you can easily get to the the apprentice notes section, for adding and editing notes, from anywhere in epaPRO.

Please Note: Clicking this button will open the apprentice profile in a new tab in your browser. This means that you will not lose any work by clicking this button and you can navigate back to the previous page by looking at your web browsers tab menu.

Apprentice Note Shortcuts Across epaPRO:

In various key areas of epaPRO you will find a new “Open Apprentice Notes“ button. Clicking this button, from any page, will open the apprentice side drawer for the relevant apprentice, displaying only the apprentice notes section. The notes displayed will automatically be filtered to only show notes that are flagged against the area that you are currently in, thus rapidly highlighting any important considerations for this apprentice.

In addition to opening the side drawer, this button will also display a count of the number of notes that are currently flagged against the apprentice for this area. This is designed to easily let you know, from the screen, that there are notes to consider when carrying out work on the page.

The following are the areas that currently contain the “Open Apprentice Notes Button“ and the section in which it shows:

  • Appeals -> Apprentice details

  • Assessment Meeting -> Process

  • Assessment Profile -> Apprentice

  • Assign Apprentice -> Awaiting

  • Assign Apprentice -> Confirmed

  • Assign Apprentice -> Pending

  • Assign Apprentice -> Rejected

  • Certification

  • Gateway -> Approve

  • Gateway -> Process

  • Gateway -> Reject

  • Planning Meeting -> Book/edit Meeting

  • QA -> Apprentice Details

  • Assessment Plan -> Apprentice details

Finally, the “Open apprentice notes“ button has been added to some listing screens within the relevant 3 dots menu under actions for the given apprentice. This button also contains the count of notes relevant to that area.

The following are the listing screens containing the “Open Apprentice Notes“ button:

  • Assessment Booking -> Awaiting

  • Assessment Booking -> Pending

  • Assessment Booking -> Apprentice Confirmation

  • Assign Apprentice -> decision/bulk/accept

  • Assign Apprentice -> decision/listing

  • Assign Apprentice -> Rejected

  • ESFA -> Results

  • Planning Meeting -> list

More info with screenshots here - Feature - EP-3713 - Extend Notes Functionality

medium_impact

Listed here as medium as training is recommended to familiarise with the changes.

 

EP-3316

feature

SCreen_changes setup_required

training_recommended

Standards - Various changes to uniform standard display

Overview

The system has been globally updated to allow greater control when filtering standards, and provide a more uniform experience when viewing standards information.

Changes to Functionality

The system has been globally updated to allow greater control when filtering standards, and provide a more uniform experience when viewing standards information. Details of these updates are below:

IfATE Reference casing

The casing of the IfATE ST Reference has been updated system-wide to reflect the official casing (previously it was displayed as IFATE or Ifate).

Standard search

The system has been updated to allow for filtering based on IfATE Reference instead of individual standard. Filtering by IfATE reference will return all standards that share the same IfATE ST Reference code configured against them. As part of these changes, the pre-existing “Standard” filter has been updated to be renamed to “Standard Title” instead, to highlight that this is the title assigned to an individual standard record.

Please note that this new filter requires any pre-existing standards to have their IfATE Reference correctly assigned. Initially this was not a mandatory field, and thus some standards may be missing this information.

Consistent display of Standard information

The system has been updated to display standard details in a uniform manner, to help improve readability & consistency. Anywhere that displays standard information (excluding communication templates) has been updated to display standard information in the following order (including filters):

  • IfATE Reference | Level | Title | Version

In areas where the standard information is stored in separate columns from within a table, the order of the columns has been changed to match this order. Reports that display this information in their columns have also been reordered to display in the same way, followed by the standard sector (where available).

Please note that, due to these changes, it is thoroughly recommended to update existing standards to no longer contain the standard level within the standard title, as this will prevent duplication of this data.

Standard entity management screen

The standards entity listing screen has been updated to display the standard details within the table in a more meaningful way. The column order for displaying standards should now be:

  • IfATE Reference | Level | Title | Version | Remaining fields

The listing screen has also been updated to only show active standards by default, controlled by the new “Active” drop-down. Clearing the filters or selecting a different value from the Active filter will allow inactive standards to be displayed. The listing screen will also list by IfATE Reference by default, to group similar standards together.

In addition to the above, the edit/view standard screen has been updated to show which standard record is currently being accessed within the “Related Versions” tab.

Impacted Areas

Due to the number of areas that display standard information, this work has an impact on the vast majority of epaPRO.

Permissions

None

medium_impact

Classed here as medium as it is a visual change from the current version and may therefore need training and comms to advise users of these amendments.

 

There may also set up required if you don't currently have IfATE references against your Standards.

 

EP-4160

Bug

 

Milestones - Various bug fixes

Overview

Various bug fixes have been completed against the milestones functionality.

Changes to Functionality

  • The milestone due dates for completed milestones are no longer cleared when milestone rules are updated / new milestones are calculated against the assessment plan.

  • For assessment based milestones, the due date calculation now begins with the scheduled timestamp of the element as the starting point (allowing it to calculate without any other rules assigned).

  • Setting a rule to “Before” will now correctly calculate a lower date instead of a higher one.

  • The display of the milestone due date within the element side drawer has been reformatted to not show seconds.

Impacted Areas

  • Milestones

Permissions

None

 

 

EP-4149

Bug

 

Assessment Booking - Calendar shows incorrect times when viewing pending bookings

Overview

We have fixed a bug where the manage assessment bookings screen would show and process the bookings an hour out of what they should have been.

 

 

EP-4146

Bug

 

Standards - Old copy process still available

Overview

We have removed the old standard copy field as this was replaced by the more flexible copy process in the listing screen’s menu.

 

 

EP-4140

Bug

 

Communication Templates - mfa_code not included in previews

Overview

Fixed a bug in which the mfa_code variable would not show up in the email preview For its relevant email templates. This effected both the on screen email preview and the email preview sent to the desired user. This variable now works as expected.

 

 

EP-4138

Bug

 

Reporting - Certification 1st time Pass - incorrect figures being generated.

Overview

Fixed a bug in the Certification → Certification 1st Time Pass report that caused erroneous counting.

Changes to Functionality

The Certification → Certification 1st Time Pass report has been fixed to prevent erroneous counting by changing the way that failures are detected. Database improvements have also been done to increase performance.

Impacted Areas

  • Reporting

Permissions

None

 

 

EP-4137

Bug

 

Reporting - Assessment 1st time pass inconsistent counting

Overview

Fixed a bug in the Assessment → Assessment 1st Time Pass report that caused erroneous counting.

Changes to Functionality

The Assessment → Assessment 1st Time Pass report has been fixed to prevent erroneous counting, due to the total & pass numbers counting in different ways.

Impacted Areas

  • Reporting

Permissions

None

 

 

EP-4126

Bug

 

Assessment profile - Apprentice profile menu item

Overview

 We have fixed a bug where the wrong permission was being used to determine which users could see the View Profile menu item from the Apprentice’s Assessment Profile. 

Impacted Areas

 Assessment Profile

Permissions

No new permissions

 

 

EP-4109

Bug

 

QA Comments - Validation

Overview

Fixed a bug that would allow a QA comment to be added or edited without inputting any text into the field. This caused an error. The page will now inform you that the text field is required when adding a comment.

 

 

EP-4107

Bug

 

Planning meeting booking - attendees incorrect message

Overview

We have fixed an incorrect message that stated that attendees cannot be amended when rescheduling meetings. The wording has changed from:

“The attendees cannot be amended for a cancellation or reschedule”

to

“The attendees cannot be amended for a cancellation”

Impacted Areas

 Planning meeting booking screen.

Permissions

No new permissions.

 

 

EP-4092

Bug

 

Reporting - EPA Absences - fixed error with date range selection

Overview

Fixed a bug within the EPA Absences report, when running for a date range.

Changes to Functionality

The EPA Absences report has been updated to prevent an error from occurring when running the report within a date range.

Impacted Areas

  • Reporting → EPA → EPA Absences

Permissions

None

 

 

EP-4080

Bug

 

New compact menu - view option

Overview

 We have fixed a bug where the view menu item was not consistently showing on the listing screens that are using the new compact menu.

Impacted Areas

 Standard, gateway component, gateway specification, graded profile, assessment component and assessment schema listing screens.

Permissions

No new permissions

 

 

EP-4062

Bug

 

API - Provider standards

Overview

 We have fixed a bug where updating a provider via the API deleted any standards associated with the provider if the standard_ids field was included as part of the request sent. 

Impacted Areas

API  Provider update

Permissions

No new permissions

 

 

EP-4059

Bug

 

Appeal summary - search

Overview

Fixed a bug that prevented the search function from working within the Appeal Summary report.

Changes to Functionality

It was previously not possible to filter the Appeal Summary report using the search box and attempting to do this would result in an error - this has now been resolved.

Impacted Areas

The following reports may have been affected by this development, and thus will need testing for Apprentice Search - they are:

  • Appeals > Appeal Summary

  • Apprentice > Apprentice Details

  • Apprentice > Back Into Learning

  • Apprentice > Back Into Learning Confirmed History

  • Apprentice > Back Into Learning History

  • Apprentice > Change of Circumstance

  • Apprentice > EPA Ready Date History

  • Apprentice > Past Programmes

  • Apprentice > Programme History

  • Assessment > Assessment Attempts

  • Assessment > Assessment Before Gateway Completed

  • Assessment > Assessment Component Question Responses

  • Assessment > Assessment Element Milestones

  • Assessment > Assessment Elements

  • Assessment > Assessment Feedback

  • Assessment > Assessment Required Uploads

  • Assessment > Elements Requiring Results

  • Assessment > Result Adjustment

  • Assessment > Result Tracking

  • Certification > Certification Overview

  • Certification > Certification Result Adjustment

  • Certification > ESFA Attempts

  • Certification > Ofqual

  • Certification > Ready for Certification

  • Financials > Assessment Resits

  • Financials > Completed Gateway Billing

  • Financials > Component Billing

  • Financials > Custom Charges

  • Financials > Gateway Submission Billing

  • Financials > Late Registrations

  • Financials > ProctorU Reservations

  • Financials > Registered Apprentice Billing

  • Financials > Result Outcome Actions

  • Forecasting > Apprentice Billing

  • Forecasting > Apprentice Completions

  • Gateway > Gateway Component Question Responses

  • Gateway > Gateway Further Action

  • Gateway > Gateway Status

  • Planning > Assessment Plan

  • Planning > Planning Meeting Details

  • Planning > Planning Meeting History

  • QA > Certification Pending QA

  • QA > Completed QA

  • QA > QA Audit

  • QA > QA Question Template Question Responses

  • QA > QA Tasks

  • QA > Results Pending QA

  • SLA > SLA - Time from apprentice assignment to EPA decision

  • SLA > SLA - Time from certification created to certification QA published

  • SLA > SLA - Time from element scheduled to QA published

  • SLA > SLA - Time from element scheduled to result being added

  • SLA > SLA - Time from gateway approval to planning meeting booking

  • SLA > SLA - Time from gateway submission to gateway approval

  • SLA > SLA - Time from last result added to certification being created

  • SLA > SLA - Time from result being added to the QA being published

  • SLA > SLA Detailed

  • SLA > SLA Overview

Permissions

None

 

 

EP-4051

Bug

 

QA - No longer possible to assign an EPA+QA user to QA themselves

Overview

Fixed a bug that showed the element EPA within the QA screen’s “Assigned User” dropdown when QA’ing a result.

Changes to Functionality

The Assigned User dropdown that is shown when creating/editing a QA record should now exclude the element EPA from the list when a result is being put through QA - this brings the check in line with the apprentice’s EPA, which was already being removed from this list.

Impacted Areas

  • QA

Permissions

None

 

 

EP-4036

Bug

 

API - provider update without postcode

Overview

 We have fixed a bug where updating a provider entity that did not include a postcode, via the API caused the update to fail and an error message to be returned instead

Impacted Areas

 API

Permissions

No new permissions

 

 

EP-4023

Bug

 

Apprentice - Editing the apprentice record sometimes removes Provider Transferred Date

Overview

Fixed a bug that unexpectedly cleared the Provider Transferred Date from the apprentice record.

Changes to Functionality

A bug has been fixed that caused the Provider Transferred Date to be cleared from the apprentice record, when updating the apprentice from the following areas:

  • Apprentice (API, bulk update)

  • Change of circumstance (via the API, Screen and Bulk update)

  • Gateway verification

Impacted Areas

  • API

  • Apprentice

  • Change of circumstance

  • Gateway

Permissions

None

 

 

EP-3637

Bug

 

Past programmes - Possible for users to unpublish QA from past programme

Overview

Fixed a bug that allowed users with the unpublish QA permission to unpublish a QA for a past programme.

Changes to Functionality

It was possible for users with the unpublish QA permission to unpublish a QA for a past programme, causing the QA to get stuck - this is no longer possible.

Impacted Areas

  • QA

Permissions

None

 

 

EP-3431

Bug

 

Apprentice files - now possible to see that a file is attached to a cancelled plan

Overview

Amended the apprentice files “link” sidebar to highlight when an apprentice file is linked to an Assessment Plan Element Attachment that belongs to a cancelled Assessment Plan.

Changes to Functionality

Amended the apprentice files “link” sidebar to highlight when an apprentice file is linked to an Assessment Plan Element Attachment that belongs to a cancelled Assessment Plan - files that link to a cancelled plan will now show a red badge indicating this.

Impacted Areas

  • Apprentice Files → Apprentice File Link(s)

Permissions

None

 

 

EP-3393

Bug

 

Assessment Profile - Fail result next actions should be locked down after ESFA submission

Overview

Fixed a bug that allowed the next action of a failed result to be changed post ESFA submission.

Changes to Functionality

It is now not possible for a user to change the next action of a failed result via the sidebar once an apprentice has been submitted to the ESFA.

Impacted Areas

  • Assessment Profile → Result Widget → Next Action

Permissions

None

 

 

EP-3149

Bug

setup_required

Reporting - Inconsistent behaviour of certification status filter

Please note that this change may affect saved reports using this filter, if you have a saved report that uses the certification status then we recommend recreating the report to ensure minimal impact.

Overview

We have fixed a bug with the certification status filter not always processing N/A option properly on some reports. As part of this we have improved how that filter functions and made it more reliable, so it should be consistent across all current and future reports that make use of it.

As noted above this change may impact saved reports so we suggest checking any that you have using this filter and re-save them and reschedule them if needed.

Impacted Areas

The following reports have been impacted by this change:

  • Apprentice Details

  • Past Programmes

  • Deprecated Assessment Elements

  • Certification Overview

  • Certification Result Adjustment

  • ESFA Attempts

  • ESFA Submissions

  • Ofqual

medium_impact

 

 

EP-4192

Bug

 

Gateway - Verification is blocked if a plan already exists

Overview

We have fixed a bug with the gateway verification erroring if a plan already exists for the apprentice.

 

Epic Link key type Action Required Release Notes Title Release Notes Description Potential Impact
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