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New Feature EP-4660 Phase 3 Assessment Milestones
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    • New Feature EP-4660 Phase 3 Assessment Milestones

    Owned by Lisa Clancy
    Last updated: Mar 06, 2025
    7 min read

    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”.

     

    image-20250128-153533.png
    New label for Accept Version.
    image-20250128-153659.png
    Example of the Accept message, see when you choose to Accept Version.

     

    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

    image-20250128-152352.png
    Example of the new Custom Drop Downs, with options added

    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”.

     

    image-20250128-152011.png
    Option to reject or accept a file upload against a milestone

    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).

     

    image-20250128-152259.png
    Reject Reason screen

     

    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.

     

    image-20250128-152930.png
    Example of the rejected file and the option to revert if rejected in error.

     

    image-20250128-153127.png
    Example of the reverting, with the custom drop down reason

     

    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

    image-20250225-120547.png
    Providers View of the Rejected file - including the reason

    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).

     

    image-20250129-131610.png
    Custom drop down for Assessment Element Milestone Rejection Reason showing the default field

     

    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).

     

    image-20250129-132040.png
    Example of a milestone that can have the Completed At date edited

     

    image-20250129-132302.png
    Date amended with the custom drop down reason selected.

     

    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.

     

    image-20250128-151847.png
    File Upload type Milestone showing the editable Due Date

     

    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).

     

    image-20250128-153943.png
    Screen shown when you edit the Due date of a Milestone.

     

    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.

     

    image-20250128-152610.png
    audit log icon against the PoE

     

    image-20250128-152629.png
    Example of the audit log

     

    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 extension

      • Added 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 and awardingorganisation 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 and awardingorganisation system roles by default