epaPRO Essentials

epaPRO Essentials is our affordable, flexible solution for those Awarding Organisations that don't require the scale of epaPRO Enterprise, but still need to have access to a vast range of must-have tools to help manage and support the learner journey, with no ongoing commitment.

Note that the majority of knowledgebase articles are written mainly from the epaPRO Enterprise point of view, most of these will also apply to epaPRO Essentials too.

Essentials Dashboard

One of the main differences with Essentials versus epaPRO Enterprise, is that it is billed monthly, this is managed via the System Management → Essentials screen.

Here you can add a payment card to make your monthly payments for your gateways. The screen also allows you to see your monthly billing and download your invoices.

Essential Comms

Within Essentials, users will receive the following default communications - click on the drop down arrow below, to see this section expanded.

Notification	Sent To

Notification	Sent To
Appeals → Appeal Created	Awarding Organisation, Provider, Subject
Appeals → Updated	Awarding Organisation, Provider, Subject
Appeals → Appeal Closed	Awarding Organisation, Provider, Subject
Assign Apprentice → Apprentice Accepted By EPA	EPA Manager
Planning → Assessment Element Milestone Assigned	Subject (This is the user that has been assigned the milestone)
Planning → Assessment Element Milestone Unassigned	Subject (This is the user that has been unassigned from the milestone)
Planning → Assessment Element Milestone Cancelled	Subject (This is the user that had been assigned the milestone)
Assessment Schema → Assessment Schema Ending	Awarding Organisation
Assessment Schema → Assessment Schema Review	Awarding Organisation
Certification → Certification Available	Provider, Apprentice, EPA, Employer
Planning → Component Invitation	Apprentice, EPA, Element Invigilator
Planning → Component Rescheduled	Apprentice, EPA, Element Invigilator
Planning → Component Cancelled	Apprentice, EPA, Element Invigilator
Assessment → Component Resit	Apprentice, EPA, Element Invigilator
Contracts → Contract Ending	Awarding Organisation
Planning → EPA Accepted Element Assignment	Subject ( Sent to the user that created the element assignment.)
Planning → EPA Assigned To Element	Subject (This is the EPA that has been assigned to the element)
Planning → EPA Rejected Element Assignment	Subject (Sent to the user that created the element assignment)
Planning → EPA Unassigned From Element	Subject ( This is the EPA that has been unassigned from the element)
Assessment → External Assessment	Apprentice, EPA, Element Invigilator
Gateway → Gateway Coming Soon	Provider
Gateway → Gateway Submitted	Awarding Organisation
Gateway → Gateway Complete	Provider
Gateway → Gateway Missed	Provider
Gateway → Gateway Rejected	EPA, Provider
Gateway → Gateway Unconfirmed	Provider
Planning → Meeting Provisional Booking	Awarding Organisation, Provider, EPAM, EPA, Employer, Planning Meeting Guest
Planning → Meeting Invitation	Apprentice, Provider, Employer, EPAM, EPA, Planning Meeting Guest
Planning → Meeting Updated	Awarding Organisation, Provider, Employer, EPAM, EPA,
Planning → Meeting Booking Rejected	EPAM, EPA, Subject (The user that booked the planning meeting)
Planning → Meeting Cancellation	Apprentice, Awarding Organisation, Provider, EPAM, EPA, Employer, Planning Meeting Guest
Planning → Meeting Rescheduled	Apprentice, Provider, Employer, EPAM, EPA, Planning Meeting Guest
User → MFA Disabled	Subject (This is the user that has had their MFA method disabled)
Planning → Plan Cancelled	Apprentice, Provider, Employer, EPAM, EPA, Planning Meeting Guest
Planning → Plan Completed	Apprentice, Provider, Employer, EPAM, EPA, Planning Meeting Guest
QA → QA Created	Subject (This is the EPA assigned to the element this QA is attached to)
QA → QA Updated By EPA	Subject (This is the QA user that created the original QA)
QA → QA Updated by Quality Manager	Subject (This is the EPA assigned to the element this QA is attached to)
Assessment → Result Available	Apprentice, EPA, Provider, Employer
Assessment → Result Required	EPA
Assessment → Retake Review Approved	EPA, EPAM, Subject (This is the EPA assigned to the element.)
Assessment → Retake Review Rejected	EPA, EPAM, Subject (This is the EPA assigned to the element)

which can be seen within the My ToDos & Notifications area

Roles & Permissions

Unlike epaPRO Enterprise there are no custom roles to create and manage, instead users will use the default pre-set system roles:-

awarding organisation
provider
employer
apprentice
epa
iqa
epamanager
admin
owner

Within these roles the individual permissions can be applied manually, per user, by someone with the permissions to amend them.

Please note any permissions that apply only to epaPRO Enterprise will appear with a icon and greyed out, as per the image below.

Note the new Assessment Booking referred to here - is only available as an Enterprise feature.