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Version 5.22.0 - 28/05/2024

Version 5.22.0 - 28/05/2024

EPAPRO Logo_RGB.png

 

Production Release Date: May 28, 2024

Version: 5.22.0

UAT Release Date: Apr 30, 2024

 

The Release webinar is/will be available from epaPRO UAT Release Demo 5.22.0 (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-4539

feature

screen_changes

Assessment Elements - Cancelled status - Add cancelling of elements to suspended status when performing a change of circumstance

Overview

Adds the ability for elements without results to be cancelled when suspending via change of circumstance.

Changes to Functionality

The logic to cancel outstanding elements (but keep the planning meeting / assessment plan) was previously added as part of the Back Into Learning process. This ticket also introduces the same option into the change of circumstance screen, when a changing an apprentice into the Suspended status.

Impacted Areas

  • Change of circumstance

Permissions

  • None

This is an expansion to the work done - New Feature EP-4097 Assessment Element - Cancelled status

MEDium impact

As this includes some screen changes we have rated this as medium.

 

EP-4499

feature

 

Reporting - ESFA Submissions performance

Overview

Internal analytics noted that the ESFA submissions report was under performing against expected metrics. This has been greatly improved.

low impact

 

EP-4495

feature

screen_changesSETUP_REQUIREDNEW_PERMISSIONS

training recommended

Users - Assign default roles by user type on user creation.

Overview

Introduces the ability to configure default roles assigned on user creation by user type.

Changes to Functionality

This feature allows configuration of the default assigned user role on user creation by user type - this can be found within the new “Users” tab within the System Management → Configuration screen.

Once configured, any user that is created that matches this user type will be created using the role held within the new setting, instead of the user type system based roles that were previously used.

Note that if a setting is not set, it will continue to use the original system roles. This functionality affects screens, API, and bulk upload.

Access to this new functionality is controlled via the new System Management - Configuration → Manage Users permission. This new permission will be granted to the owner role by default, and only that user can assign the permission to others.

Impacted Areas

  • System Management → Configuration

  • Awarding Organisation → Create

  • Provider / Provider Sub-users → Create

  • Employer / Employer Sub-users → Create

  • EPAM → Create

  • EPA → Create

  • Quality Manager → Create

  • Apprentice → Create

  • API

  • Bulk Upload

Permissions

  • System Management - Configuration → Manage Users

    • Given to the owner role by default

MEDium impact

Suggest training/upskilling

 

EP-4491

feature

screen_changes

EPA Availability - Add Assessment Centre name to bookings if available

Overview

The EPA Availability calendar has been updated to show the assessment centre name, if applicable, for a given calendar event.

When booking an assessment the current booking will not show the assessment centre as this is shown in it’s own section of the process.

Affected Areas

  • Side drawer calendar

  • Assessment Plan

  • Assessment Booking

low impact

 

EP-4482

feature

screen_changes

Notifications - Added Assessment Method to various notifications

Overview

A new communications variable assessment_type has been introduced to the system.

Changes to Functionality

A new communications variable has been added to epaPRO - assessment_type. This stores the assessment type associated against an assessment component.

This new communications variable has been made available for the following notifications:

  • Assessment > Component Resit

  • Assessment > Result Available

  • Assessment > Result Required

  • Planning > Assessment Element Milestone Assigned

  • Planning > Assessment Element Milestone Cancelled

  • Planning > Assessment Element Milestone Unassigned

  • Planning > Component Cancelled

  • Planning > Component Invitation

  • Planning > Component Reminder 1st

  • Planning > Component Reminder 2nd

  • Planning > Component Rescheduled

  • Planning > EPA Accepted Element Assignment

  • Planning > EPA Assigned To Element

  • Planning > EPA Rejected Element Assignment

  • Planning > EPA Unassigned From Element

  • QA > QA Created

  • QA > QA Updated By EPA

  • QA > QA Updated By Quality Manager

In the case of the QA related notifications, the assessment_type variable will populate with the word "Certification", as there is no assessment component associated with this process.

Impacted Areas

  • Communication Templates

  • Communications

Permissions

  • None

low impact

 

EP-4481

feature

screen_changes

Notifications - Added Location details to 1st and 2nd Component Reminders, Meeting Updated, and Meeting Provisional Booking

Overview

The location_details variable has been added to the component reminder communications.

Changes to Functionality

The following communications have been updated to offer the location_details variable:

  • Component Reminder 1st

  • Component Reminder 2nd

These variables use the same hierarchy as the existing variable within the assessment plan communications.

  • Location > Assessment Centre Address > Blank

In addition to this, the following communications have been updated to offer the location_details variable, though these follow a different structure due to being related to planning meetings:

  • Meeting Updated

  • Meeting Provisional Booking

These follow the hierarchy of:

  • “on site” if remote > alternative location > Blank

To highlight the differences between the location variable, the email variable’s description and example have been updated accordingly.

Impacted Areas

  • Communications

Permissions

  • None

low impact

 

EP-4479

feature

screen_changes

Apprentice Details side drawer - added reasonable adjustments.

Overview

The apprentice details side drawer has been enhanced with the introduction of a new Reasonable Adjustments widget.

Changes to Functionality

A new Reasonable Adjustments widget has been introduced into the apprentice details side drawer.

This new widget will show all of the currently accepted reasonable adjustments held at apprentice level. The widget will show a summary of the key information in the first instance, but clicking on a reasonable adjustment entry will open a view mode that shows more detail (i.e. the type info and additional info boxes, which can be quite detailed).

A manage button will be displayed to the user if they have the required update apprentice & read reasonable adjustments permissions.

View of this new widget is controlled via the existing Reasonable Adjustments → Read permission.

Impacted Areas

  • Apprentice Details side drawer.

Permissions

  • None.

low impact

 

EP-4475

feature

screen_changes

Communications - Add on programme assessor and workplace mentor to various comms

Overview

The on programme assessor and workplace mentor have been added as potential recipients to various communications.

Changes to Functionality

The following communications have been updated to allow the workplace mentor and on programme assessor as potential recipients:

  • Appeal Closed

  • Appeal Created

  • Appeal Updated

  • Retake Review Approved

  • Retake Review Rejected

  • Gateway Complete

  • Gateway Submitted

  • Reasonable Adjustment Accepted

  • Reasonable Adjustment Rejected

  • Reasonable Adjustment Submitted

These new recipients are not enabled by default, meaning no changes to existing functionality if no configuration changes are made.

In addition to the above, a bug has also been fixed that prevented some communication variables from populating from within the Retake Review Approved/Rejected notifications.

Impacted Areas

  • Appeals

  • Retake Review

  • Gateway

  • Apprentice Reasonable Adjustments

  • Communications

Permissions

  • None

low impact

 

EP-4429

feature

 

Google - Updates the get events endpoint following changes from Google

Overview

Updates the Google calendar integration to only fetch “default”, “focus time”, and “out of office” events, excluding “working location” types.

Changes to Functionality

The Google calendar integration has been updated to only fetch “default”, “focus time”, and “out of office” events, excluding “working location” types. This has been done due to “working location” now being returned by default - this change therefore preserves the functionality that calendars had before Google’s change.

Impacted Areas

  • Calendar Integration → Google

Permissions

  • None

low impact

 

EP-4519

bug

 

Assessment Plan - Element signature would always show the user's default

Overview

We have fixed a bug where the element declaration signature would always show the user’s default and not the one against the element.

Impacted Areas

  • Assessment Plan

 

 

EP-4518

bug

 

Assessment Plan - Plan signoff not shown in the activity log

Overview

We have fixed a bug where the plan signoff would not add an entry to the activity log.

Impacted Areas

  • Assessment Plan Sign Off

  • Activity Log

 

 

EP-4517

bug

 

Assessment Plan - Incorrect signature error when trying to "retry" and not on the declaration stage

Overview

We have fixed a bug where the user would get a signature required error if they attempted to retry the booking on a stage other than “Declaration” the signature would also be cleared in this instance.

Impacted Areas

  • Assessment Plan

  • Assessment Plan Sign Off

 

 

EP-4516

bug

 

Assessment Plan - Possible to cause a duplicate element when rebooking

Overview

We have fixed a bug where it was possible to rebook an element even if it had already been rebooked on another tab or by another user.

This was caused by two instances of the element being opened, in different tabs or by different users, and the retry button being used on the older instance.

Impacted Areas

  • Assessment Plan

 

 

EP-4515

bug

 

Reporting - Assessment Element Milestones - Date filtering error

Overview

Fixed a bug where the Due At and Completed At date filters were not working correctly within the Assessment Element Milestones report.

 

 

EP-4498

bug

 

MFA - App - no longer possible to add multiple App MFA configurations

Overview

Fixes a bug that allowed the same App MFA method to be configured multiple time against the same user.

Changes to Functionality

It is now not possible to configure the App MFA method multiple times against the same user.

Once the App MFA method has been configured successfully, the user can re-open the Configure modal to gain access to their secret - this can be re-scanned to add the same App MFA to a new phone / device. Generating the code on the new device and entering it into the box will confirm whether the code is correct (a validation error is thrown if not), and an email will be re-sent confirming MFA has been enabled against the account - no changes will be made to the account however.

Email and SMS MFA should not be affected by this change, as only one configuration can be active at one time for these methods.

Impacted Areas

  • User Profile → MFA

Permissions

  • None

 

 

EP-4497

bug

 

Assessment Results - Additional Information now shows all content

Overview

Fixes a bug that caused the additional information input within the result screens from displaying all of the content.

Changes to Functionality

The additional information input within the result screens has been updating with the following enhancements, to help improve visibility.

  • The input is now a text area - this can be resized, shows more in one go, and allowed the input of line breaks to improve formatting.

  • A help text has been added below the field (add/edit/adjustment modes only) to explain there is a 255 character limit on the field.

The first point should apply in all versions of the screen, including result adjustment.

Impacted Areas

  • Assessment Results

Permissions

  • None

 

 

EP-4494

bug

 

Support Materials - Clear Filters no longer returns archived materials in view mode.

Overview

Fixes a bug that caused archived support materials from appearing within the Support Materials → View screen.

Changes to Functionality

A bug has been fixed that caused archived support materials to appear in the search results within the Support Materials → View screen, when the “Clear Filters” button was pressed. This should no longer occur.

Impacted Areas

  • Support Materials

Permissions

  • None

 

 

EP-4477

bug

 

Apprentice dashboard - hide upload button for unbooked elements.

Overview

Fixes a bug that allowed apprentices to attempt a file upload against an unbooked element via the apprentice dashboard.

Changes to Functionality

Fixes a bug that allowed apprentices to attempt a file upload against an unbooked element via the apprentice dashboard. This was only possible if the apprentice had create/update assessment info permissions.

Impacted Areas

  • Apprentice dashboard.

Permissions

  • None

 

 

EP-4432

bug

 

Assessment Results - attachments should now publish when a result skips QA.

Overview

Fixed a bug that prevented result attachments being published when a result skips QA.

Changes to Functionality

A bug has been fixed that prevented result attachments from being published when skipping QA - previously this was only done at the point of QA publish, which may not always happen.

Impacted Areas

  • Assessment Results

Permissions

  • None

 

 

EP-4352

bug

 

EPA - fixed an error in validation when adding new standard with specialisms

Overview

Fixes a bug that prevented the saving of a new standard against an EPA when the standard has specialisms.

Changes to Functionality

The work flow below previously caused a validation error when adding a new standard to an EPA(M) user:

  • Add a new standard to an EPA that has specialisms assigned

  • Deselect some of the specialisms

  • Add QA percentages to the selected specialisms

  • Hit save

The above would result in a validation error, saying that the unselected specialisms needed a QA percentage assigned.

This should no longer occur.

Impacted Areas

  • EPA(M) entity screens

Permissions

  • None

 

 

EP-4335

bug

 

External assessments - results being returned now complete the assessment milestones

Overview

Fixes a bug that prevented milestones from being completed when a result was added via an external platform (i.e. Surpass, epaPRO Assess).

A bug has also been fixed that prevented the digest email from correctly showing the number of milestones due to be completed today.

Changes to Functionality

Fixes a bug that prevented milestones from being completed when a result was added via an external platform (i.e. Surpass, epaPRO Assess).

Because the milestone is being completed without a user (as this is done by a system process running on the server) the code has been updated to show milestones completed by “System” when completed via this method.

In addition, an update to the database has been run to update all milestones linked to results from external platforms to be completed at the date the result was created.

A bug has also been fixed that prevented the digest email from correctly showing the number of milestones due to be completed today.

Impacted Areas

  • External assessment platforms

  • Assessment milestones

  • Reporting

Permissions

  • None

 

 

EP-4176

bug

 

Notifications - Planning Meeting rescheduled not working correctly

Overview

Fixes a bug that caused the “old” variables within the Planning > Meeting Rescheduled communication to not be set.

Changes to Functionality

The following communication variables should now be set when rescheduling a planning meeting:

  • meeting_date_old

  • meeting_time_old

  • duration_old

  • location_details_old

Previously these were blank.

Impacted Areas

  • Communications

Permissions

  • None

 

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