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New Feature EP-4626 Provider/Employer - Add option to select Role or Department Information

New Feature EP-4626 Provider/Employer - Add option to select Role or Department Information

Owned by Lisa Clancy
Last updated: Sept 20, 2024
3 min read

Overview

Loaded live in release 5.26.0 we have added to the Provider and Employer sub-user screens the ability to accept a job role, this allows for improved visibility of a users responsibility, against an entity.

Changes to Functionality

The system has been updated to allow for a job role to be applied to each sub-user against a provider or employer entity. This has been achieved with the following changes:

Custom drop-downs

Two new entries have been introduced to the custom drop-down screens, these are:

  • Provider Job Roles

  • Employer Job Roles

 

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Each set of configurable codes accepts a name and active flag, and can then be assigned against the sub-users of the corresponding entity type.

Note that no defaults ship with this functionality.

Provider / Employer sub-user screens

The create/edit sub-user screens for provider and employer have been updated to offer a new “Job Role” option - this drop-down will offer the corresponding custom drop-down values that have been configured (depending on whether it is a provider or employer sub-user). Note that only active codes will display here, although an inactive code will show if the user currently has an inactive job role assigned to them.

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Example of the Provider Sub User screen with the job role.

This new field can be assigned at the point of sub-user creation, or can be added retrospectively via an update.

Please note that this field is not available to be added via bulk import or API, as the current bulk functionality only allows for the updating of provider/employer main entities, or for the specific purpose of updating standards or assigned apprentices to sub-users.

Provider / Employer sub-user tabs

The sub-user tab within the main provider and employer entity screens has been updated to show the assigned job role held against each sub-user (if set). This will help users at a high-level see which user needs to be contacted about a particular issue/query.

A new filter has been introduced that will allow filtering by corresponding sub-user job role to help locate users with particular responsibilities.

 

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Provider / Employer sub-user reports

The following reports have been updated to show the assigned job role against the sub-users:

  • Provider → Provider Sub-User Standards

  • Provider → Provider Sub-User Assigned Apprentices

  • Provider → Provider Sub-Users

  • Employer → Employer Sub-User Standards

  • Employer → Employer Sub-User Assigned Apprentices

  • Employer → Employer Sub-Users

In addition to the new field, a new filter has been introduced that will allow filtering by the corresponding sub-user job role, to help locate users with particular responsibilities.

Impacted Areas

  • Provider → sub-users

  • Employer → sub-users

  • Reporting → Provider

  • Reporting → Employer

  • Entity Management → Custom drop-downs

Permissions

  • None