New Feature EP-4660 Phase 3 Assessment Milestones
In release 5.32.0
Overview
We have added various enhancements to the existing Milestones functionality within epaPRO including;
reject/revert options for file uploads
editing of completed dates against milestones
extensions to incomplete milestones
various screen tweaks
Changes to Functionality
The pre-existing milestones functionality has been enhanced to provide more administrative tools, mainly focusing around correction of data. These are details below:
Changes to element alerts
Assessment type milestones would show as alerts against an element if the result was not input at the time of the scheduled timestamp. Assessment type milestones should now no longer show as alerts, as these deadlines are already covered by the pre-existing warnings shown at component level, reminders, etc.
Label changes
The “Select version” button text has been changed to “Accept version”, as this is now a more accurate reflection of this button’s functionality. The label showing which file upload is selected has also been changed to say “Accepted”.
New custom drop-downs
The following custom drop-downs have been introduced, for use within this new milestones development, these are available from the Entity Management → Custom Drop Downs screen:
Assessment Element Milestone Edit Completed Date Reason
Assessment Element Milestone Edit Due Date Extension Reason
Assessment Element Milestone Upload Rejection Reason
Ability to reject/revert a file upload
It is now possible to reject and revert uploaded files against a milestone that has the type of “File Upload”.
Rejection is available via the new “Reject Version” button, that will display against any non-accepted file. When rejecting, the user is asked to provide a reason via the side drawer (see custom drop-down Assessment Element Milestone Upload Rejection Reason
).
This will show the file as rejected, indicating that this file is not to be used.
Once a file is accepted, it can also be reverted - reverting a file upload works in a similar way to the rejection above, where a reason needs to be provided (the reason codes are the same as the rejection codes).
Note that reverting a file upload will cause the completed milestone to become incomplete, as there is now no accepted file against the milestone.
We have made a small change following feedback, where the Provider will not see the audit log button, instead they will be able to view the status reason for the rejection as per the example below
Note that the Accept button remains available against milestones, so that the currently Accepted file can be easily swapped to a new one - in this instance, the completed date is not updated (as a file is still accepted), and a default reason code is applied for the swap (this is configurable against the Assessment Element Milestone Upload Rejection Reason
custom drop-downs).
Editing the completed date for a completed milestone
It is now possible to edit the completed date for a completed milestone, providing the user has sufficient permission (see the new Assessment -> Edit Assessment Element Milestone Completed Date
permission).
Please note that assessment type milestones cannot be edited, as this is managed by the result being added.
The edit can be performed using the pencil icon against the complete date within the milestone side drawer - clicking this button will allow for a new milestone complete date to be set (in the past), along with a reason (see custom drop-down Assessment Element Milestone Edit Completed Date Reason
).
Note that editing a completed milestone date will recalculate the due date for all incomplete milestones, using the rules provided against the schema
Editing the due date extension for an incomplete milestone
It is now possible to provide an extension to an incomplete milestone, providing the user has sufficient permission (see the new Assessment -> Edit Assessment Element Milestone Due Date Extension
permission).
Please note that assessment type milestones cannot be edited, as this is managed by the scheduled timestamp against the element.
The edit can be performed using the pencil icon against the due date within the milestone side drawer - clicking this button will allow for a new milestone due date extension to be set (both positive and negative numbers are accepted, along with “0"), along with a reason (see custom drop-down Assessment Element Milestone Edit Due Date Extension Reason
).
Note that editing the due date for an incomplete milestone will recalculate the due date for all incomplete milestones, using the rules provided against the schema
Copying assessment element milestones
In the case of a reschedule/resit/retake, where the copy option is offered for existing milestones, the following rules apply.
If one or more milestones are completed and are copied, any due date extensions are also copied alongside these. Incomplete milestones will not have their due date extension copied.
Milestone audit log
Due to the number of manual changes that can now be made against a milestone, an audit log has been introduced to track any manual changes applied using the new functionality. This can be found within the milestones side drawer and clicking the audit log button near the milestone title.
This will show various changes to a milestone, such as file accept/reject/revert, editing of due date extensions, and editing of completed dates.
This activity will allow users to track changes to milestones.
Communications
The following new communications have been introduced to help track the changed detailed above:
Assessment → Assessment Element Milestone Upload Rejected
Enabled against the entity subject by default
Assessment → Assessment Element Milestone Upload Reverted
Enabled against the entity subject by default
Assessment → Assessment Element Milestone Upload Selected
Enabled against the entity subject by default
Reporting
The following changes have been made to reporting, to cater for the new functionality, including a new report for the audit changes:
Assessment → Assessment Element Milestones
Added column
element_milestone_due_at_extension
, which shows the currently applied due date extensionAdded column
element_milestone_completed_at_edited
, which shows “Yes” or “No”, depending if the completed date has been edited
Assessment → Assessment Element Milestones Audit
Controlled by new permission
Reporting -> Assessment Element Milestones Audit
New report that shows the audit entries against each milestone
Can be filtered using all the normal filters, including Milestone Type, Milestone Component, and Audit Type
Impacted Areas
Assessment Plan
Milestones Side Drawer
Reporting
Communications
Assessment Profile
Permissions
Assessment → Edit Assessment Element Milestone Completed Date
Provided to
owner
andawardingorganisation
system roles by default
Assessment → Edit Assessment Element Milestone Due Date Extension
Provided to
owner
system role by default
Reporting → Assessment Element Milestones Audit
Provided to
owner
andawardingorganisation
system roles by default