New Feature EP-4527 Assessment Milestone Enhancements
- Lisa Clancy
Overview
We have introduced new reminders for assessment milestones in release 5.25.0, which will inform users when due dates are close.
Changes to Functionality
The Entity Management → Assessment Components screen has been enhanced to hold 1st and 2nd reminder values (similar to the component level reminders already available), configured against each milestone.
These reminders will be sent to the user that is assigned against the milestone. Entering a value of “0” will send the reminder on the due date of the milestone.
As these new reminders are new communication methods, all normal communication controls exist (such as delivery methods, templates, individual opt-out for users that can control their own communication preferences etc.).
The new Communications are located under Planning → Component Milestone Reminder 1st & Component Milestone Reminder 2nd and both have their own respective templates.
Milestones - Changes to archiving of assessment component milestones
The archiving of assessment component milestones is now a manual process to allow greater user control of milestones.
Changes to Functionality
The assessment milestones area of the Entity Management → Assessment Components screens has been updated to provide greater user control regarding milestones.
Milestones now function similar to the Grade Profile area, whereby milestones are now marked as read-only once they are assigned against a schema - to make changes to an existing milestone, the old one must be archived via the “Active” switch, before a new one can be added with the “Add Milestone” button.
Adding a milestone has not been changed by this development.
If a user wishes to delete an existing milestone, this can be done in one of the following ways (depending on whether the milestone is in use):
The milestone has been added, but has not been saved yet | The milestone can be instantly deleted using the delete button |
The milestone is pre-existing, but it has not been associated with an assessment schema yet | The milestone can be deleted using the delete button, but requires confirmation |
The milestone is pre-existing and has been associated with an assessment schema | The milestone cannot be deleted, but can be deactivated by using the “Active” switch. |
By default the screen will only show active milestones, however this can be overridden by using the active filter provided.
Once an assessment component milestone has been archived, a new “archived_date” column will be populated within the Assessment → Assessment Component Milestones report.
In addition to the above changes, the “Assessment” type milestone has now been locked down, so that it cannot be edited / deleted / deactivated in any way. This is because this milestone type is “System Controlled” and therefore must be present - any edits made to this milestone can also make it very difficult to identify as the Assessment milestone when appearing in a list (such as the Programme Checklist within the Assessment Profile).
Impacted Areas
System Management → Communication templates
System Management → Communications
Entity Management → Assessment Components
Entity Management → Assessment Components → Create/edit/view screens.
Reporting → Assessment → Assessment Component Milestones.
Permissions
None