AdHoc: Raw Table output to MS SQL now includes views so the data appears to be normal PICS tables and fields.
AdHoc, Reporting: Scheduled Output to MS SQL can include exports of Qualification, Site and Contract basedata.
Form Capture App, SOAP Service: Added the ability to capture Head Office for new organisations.
Added the ability to modify Head Office for existing organisations.
PICS Main: The Funding button on the ILR form for FM36 learners is now available. This details funding for each Price Episode within a learner’s programme of study.
PICS Main: A new extract of the OfQual register is available – taken 16/11/2017
AdHoc, CRM and Applicants, Form Capture App, PICS Main, Reporting: A title of Mx has been added.
Claims and Profiles: Budget Manger now has an additional row for Incentive Payments. This currently only shows provider Young Apprentice incentives.
Claims and Profiles: EAS data capture has been updated for FM36 to match the EAS Technical Guidance. For FM36 adjustments, the categories are now split into “Training”, “Additional Payments for Providers” and “Additional Payments for Employers”
Claims and Profiles, PICS Main: The Single Learner Claims History screen has been updated to include FM36 claims.
Claims and Profiles, Reporting: It is now possible to set subcontractor rates by Age Band for FM36 Apprenticeships.
CRM and Applicants: Organisation Subcontractor rates ‘Age Band’ field is now available for FM36 event types.
CRM and Applicants: Action Plan mail merges are now using the action plan code rather than the name for new style action plans.
eAdmin: There is a new option that when enabled will include the Employer Company Head in the payment lists. If searching payments by employer, the company head name and code are also searchable if the option is enabled.
eJobMatch: A new setting, ‘Show Action Plan Section’, has been added to the eJobMatch tab in PICS Configuration. This new setting will enable the visibility of the Action Plan section in eJobMatch and replaces the need to use the ‘ Only Show Action Plan Sys Coded Activities’ setting to enable this section.
Form Capture App, PICS Main: FCA fonts now return to default sizes when Custom UI is disabled
PICS Main: When changing the ILR Aim Type for a component aim, we now update the visibility of certain aim fields, such as ACT. This allows an AppReforms aim to be changed from Aim Type 4 to Aim Type 3 without an ACT error.
PICS Main: The learner qualification tracking screen now includes the qualification level in the tree view.
PICS Main: “Other” can now be selected as the sex for new Welsh (LLWR) learners.
PICS Main: Category fields are now editable in PICSMain. They can be found on the Episode page of the ILR or on the Additional detail page for Wales and Private Training learners.
Reporting: Setting up Destination Servers for Scheduled reporting is now restricted to users with DB Administrator permission or an override password.
Reporting: The Occupancy report now has a “Learner Categories” optional output.
AdHoc: Dormant category fields no longer show values in Adhoc Selection Criteria.
Claims and Profiles: When generating funding in profile mode, for example the Learner Status report or Budget Manager, any Apprenticeship Standard unpaid payments that were expected in the past would appear as being paid in the past. They now appear as expected to be paid in the next unfinalled period.
Claims and Profiles: When performing profiled funding calculations, any payment records that were created during the reconciliation process is now ignored to ensure the correct overall value.
Claims and Profiles, Reporting: The Learner Status report would not display the ACT value for completions when running the report with “Individual payment items” selected. Now fixed.
CRM and Applicants: The “Search” tab is visible in the Workspace section, where it shouldn’t be. Now fixed.
CRM and Applicants: Clicking a contact in an entity did not open the Officer/Contact edit form. Now fixed.
CRM and Applicants: Action Plan mail merge templates incorrectly had data in the new style action plans when generating a blank document. Now fixed.
CRM and Applicants: There was an issue with Notification Mail Merge causing an exception under certain conditions. Now fixed.
eApply: There was an issue where organisations created in eApply would not have their roles set. Now fixed.
eAssessor: When units for a learner do have awarding body references the gap analysis for a learner were ordered incorrectly. Now fixed.
eAssessor: There was a bug causing an error when using the forgot password feature in eAssessor. Now fixed.
Form Capture App, SOAP Service: Authentication Token expiry errors were not reported when full user credentials were not supplied. Now fixed
Form Capture App, SOAP Service: Synchronising data with PICS more than 30 minutes after a first sync could lead to authentication problems. Now fixed.
Hosting: There was an issue where phone numbers would be marked as invalid when entry was hidden, now fixed.
Imports and Exports: Clicking “Report Episodes in Export file” in the ILR Exporter would show a Parameter file error. Now fixed.
PICS Main: Applicant Prior Qual Mail Merge setting has moved from the CRM section to Applicants section in PICS Configuration.
Reporting: The Learner Status report would not show a value in the Formula Value column for FM25 and FM36 learners. Now fixed.
AdHoc: Form Capture App forms and Import History have been added as top level data types for Selection and Output.
FCA Forms are limited to users with the “Use Form Capture Manager” permission. Import Histories are limited to users with the “System Management Reports” permission.
AdHoc, CRM and Applicants, eAdmin, eRecruit: It is now possible to add and view Finance notes against each employer in eAdmin.
Claims and Profiles: Within Budget Manager, there is now an option to only show funded starts on the “Starts” row of the grid.
eAssessor: It is now possible to link and score evidence at the Unit Outcome level when the Outcome does not have any child Criteria records.
eTutor: The attendance report from the Learner Details screen now allows the user to define the report range.
Form Capture App, Imports and Exports, PICS Main: Import fields have been added for FCA, PDF and CSV imports of the Programme section of the LLWR enrolment form. See the import specification and/or the FCA Form Builder for more details.
PICS Main: Review profiles: If the first block has a frequency of 0 units then a review will be entered on the first day. Additionally there is a new option for ‘Review on final day’ which will add a review on the expected end date of the programme of learning.
PICS Main: PICS help file has been updated to version 15.10.003.03 released 25/10/17. Changes include:
* Updated FM36 reconciler tools.
* Small Employer (SEM) field captured on new client screen.
* QAR report available for draft 2016/17 methodology.
* Form Capture. Various changes including: new licensing options too check number of users, config options for creating new organisations.
AdHoc: Opportunity Class is now available for Selection and Output.
AdHoc: “Limit output using selection criteria” is now available for Organisation Opportunities
CRM and Applicants: Status Workflow transition validation rules can now have a custom validation message.
CRM and Applicants: Transition source and target statuses can now be edited.
CRM and Applicants: Names of Status Workflows can now be edited.
CRM and Applicants: New filter options for ASStatus and ASCohort against Learner and Applicants now exist in CRM.
CRM and Applicants: Tab ordering in the Applicant edit form has been updated.
CRM and Applicants, eEmploy: Vacancy category title and values are now included in the following entity mail merge field lists. Vacancy, Vacancy Application, Opportunity and Notification
eAdmin: Options to show Learner ULN & Reference number in the learner list have been added. When visible, it is also possible to search by these columns as well.
eAdmin: Settings added to show additional columns in the payment list and export spreadsheet
eAdmin: The payment list now has some quick date options when filtering by date range, such as “This Week”, “Next Month” which will work with saved filters.
eAdmin: Organisation Address & Learner’s Main officer name has been added to the payment list export document
eRecruit: The vacancy list screen, and vacancy match results now show a categories column if your system is configured to use vacancy categories.
Misc Tools: Vacancy Importer now processes fewer delete files when run for the first time.
PICS Main: When importing an Applicant as a new learner in PICS, their Mentor is now imported as well.
PICS Main: Allow drop down lists to auto expand to fit much longer options.
PICS Main: Exporting Traineeship programmes starting between mid January and mid March that ended in the following year could cause a FIS ProgType_13 error. Now fixed.
LARS v5.0.0 : 23 Oct 2017 and ORGANISATION v3.0.0 : 24 Oct 2017 are now available in PICS
Reporting: The Claim History report now has an optional output to show the Subcontractor Name if applicable.
Reporting: The Episode Progression report’s Details spreadsheet has been updated to include two new columns: Aim Outcome and ITP Achieved. The codes for Episode Outcome have now also been mapped to a text output, where 1=Success, 2=Failed, 3=Unknown and 9=In learning
REST API: There is a new URL end point for obtaining Payment Status History. Consult the API documentation for more details.
SOAP Service: The PICS SOAP Service function “Authenticate User” is now affected by the following security settings in PICS Configuration: Enforce Active Directory, Maximum Login Failures Allowed, Maximum Login Failure Timeout In Minutes.
Claims and Profiles: The FM25/FM35 reconciler would not run if the only records in PICS were Classroom Learners. Now fixed.
Claims and Profiles: Reconciliation of FIS Occupancy CSV files could complain that the “Postcode prior to enrolment’ column was not found. Now fixed.
CRM and Applicants: Fixed issue with Intended Programmes box being cut off at the bottom
CRM and Applicants: CRM was taking a long time to startup when UDFs containing large numbers of dropdown lists were configured. Now fixed.
CRM and Applicants, eEmploy: There was an issue with calculating the expected achievement date of short and long outcomes in certain situations. Now fixed.
eApply: The company website field was only accepting numbers. Now fixed.
eAssessor: There was an issue where evidence counts for a qualification would include followed-up evidence. This is now fixed.
PICS Main: Change of Learner Details was showing the Authorising Officer picklist instead of the Main Officer list. Now fixed.
PICS Main: When adding a new learner, changing qualification plan or contract after importing an applicant now prompts to give you a choice of which training / assessment costs to use.
Reporting: The Audit Report’s Traineeship Anomalies report would report that the Work Experience aim was not the Core Aim where more than one Work Experience aim exists for a learner. Now Fixed.
Reporting: The Learner Status report would have misaligned columns when the “Awarding Body Reg Date” or “Awarding Body Reg Number” optional outputs are selected when “Learner projected values” is also selected. Now fixed.
Reporting: When running the Learner Status report with the “Show aims separately” option selected, all future periods beyond the expected end would be highlighted in yellow. Now fixed.
Reporting: When running some reports for 2015 and before could cause errors when accessing FIS data. Now fixed.
Reporting: Fixed typo on FSA Achievement Rates
REST API: Payments would always return NULL for the organisation value, regardless of whether the payment record has an organisation record linked to it or not. Now fixed.
Claims and Profiles: Improvements to FM36 Funding Reconciliation tools to insert missing PMR records for an apprentice if funded by the ESFA where Levy funds run out.
CRM and Applicants, Form Capture App: A configuration option has been added to specify the status of new Companies added to PICS via FCA. This would normally be used to add the new Company as “Unapproved” to prevent other users from using it until it has been approved in PICS CRM.
eEmploy: Custom Action Plans are now shown if configured.
eEmploy, eJobMatch: A learners Personal Action Plan are now visible via eJobMatch.
Form Capture App, Imports and Exports, PICS Main: Import fields have been added for FCA, PDF and CSV imports of the Learner section of the LLWR enrolment form. See the import specification and/or the FCA Form Builder for more details.
Form Capture App, PICS Main: A configuration option has been added to enable/disable the ability for users to add Companies to PICS via FCA.
PICS Main: A new extract of the OfQual register is available – taken 09/10/2017
Reporting: The PICS Achievement Rates Reports can now be run using the 2016 calculation methodology. These are based on the 2016 QAR specification published by the ESFA.
AdHoc: Adhoc reporting now has additional selection criteria for opportunity categories.
Claims and Profiles: There have been some changes to the layout of the Budget Manager grids screens in preparation for additional filtering options. Infrequently used items like Caseload and Graphs have been moved to menu items.
eAdmin: Payment Expected date has been added to the Transition screen
Hosting: It is now possible to update user’s phone numbers through the Manage users page. Disabled by default, you should add “AllowPhoneNumberEdit” to the AppSettings file to enable this ability. The “DefaultUserCountryCode” AppSetting can also be used to default the country code for all users.
Imports and Exports, PICS Main: Support for FM81 Apprenticeships for Maritime Occupations has been added to PICS.
Misc Tools: Support for HSBC Standard 18 BACS file exports has been added to Payroll.
PICS Main: Additional security features have been added to PICS Configuration. You can now set the “Maximum Login Failure Count” and “Maximum Login Failure Timeout” settings for associated web applications (eJobMatch and eAssessor).
PICS Main: LARS v5.0.0 : 03/10/2017
ORGANISATION v3.0.0 : 09 Oct 2017
Now available in PICS
Data Patches These are changes to the PICS Database structure to support future features. When they are available they will be announced as New Features or Improvements in the relevant Release Notes.
Claims and Profiles, PICS Main, Reporting: Support Databases LARS14 , FIS13, FIS14, and FIS15 have been removed.
Form Capture App, PICS Main: Support for a Parent/Guardian signature has been added to FCA. pcFCInst.Sig_ParGGUID
PICS Main: Planned & Actual Contact Hours recording was limited to 540 hours – new fields have been added to increase this and the data migrated. pcActHrs.PlannedMinsV2 and pcActHrs.ActMinsV2
Reporting: A field has been added to record the actual date/time a message is sent in Scheduled messaging reports. pcSchedMsg.Sent
AdHoc: Fixed an issue with Scheduled AdHoc reports that take more than 30 minutes to run timing out.
AdHoc: Output of Learner Site hierarchy did not work for levels with spaces in the name. Now fixed.
Claims and Profiles: PMR3 entries are now supported for Apprentice Trailblazers
Claims and Profiles: The ALL Bursary Reconciler was not picking up any payments from PICS. Now fixed.
Claims and Profiles: The ALL Reconciler would not reconcile all periods in the year when reconciling data from previous years.
Claims and Profiles: The ILR Reconciler was not matching SFA funded FM25 traineeship aims correctly. Now fixed.
Course Manager, eTutor: There was a maximum limit of 1 million session attendance records in the database which caused an error when this limit was reached. Now extended to over 2 billion records.
CRM and Applicants: The summary panel on a workflow action did not refresh correctly. Now fixed.
CRM and Applicants: In a Status Workflow action or validation rule, Category and File count filters were not working together correctly. Now fixed.
CRM and Applicants: Status Workflows configuration was incorrectly complaining that “Status code is already in use” in certain scenarios. Now fixed.
CRM and Applicants: There was a display issue in Status Workflows configuration when setting a sub-status with a code which matched that of a parent status. Now fixed.
CRM and Applicants: There was an issue where the middle name would be retrieved from LRS causing conflict issues with the applicant name already stored in CRM. This is now fixed.
CRM and Applicants, eEmploy: Start Milestones were incorrectly being added for NEA customers when start or end dates were being amended. Now fixed.
eDashboard: At login, database connection problems could be incorrectly reported as a licence expiry warning. Now fixed.
eEmploy: Activity Register screen used to throw an exception. Now fixed.
eRecruit: The button to link a company to a contact was not working. Now fixed.
PICS Main: When entering a new Learner we now remember which Framework and Pathway is selected when re-calculating the viable options.
PICS Main: Fixed an issue where ACT values were not automatically populated for functional skills setup with an export as value.
PICS Main: There was an issue with the tracking tab sheet on the learner form sometimes being set to the incorrect tracking type. Now fixed.
PICS Main: Fixed an issue which was stopping users maintaining Officers and Organisations from pick lists.
Reporting: The Audit Report’s “Eligibility for funding” report would incorrectly report that FM36 apprenticeships with prior attainment levels greater than the current level were not compatible. Now fixed.
Reporting: Audit report was incorrectly reporting missing Maths and English GCSEs when the grades are recorded numerically. Now fixed.
Reporting: Timeliness report was ignoring “Record create changes”. Now fixed.
CRM and Applicants: User Definable Action Plans sections are now included in the action plan mail merge.
eAssessor: “Other files” can now be selected to add as evidence using the eAssessor mobile app on Android devices.
Form Capture App: It is now possible to specify a default Webservice endpoint for new systems in a standalone configuration file. New systems are also no longer prompted for a customer ID.
Form Capture App, PICS Main: Form Capture Manager now check the number of installed FCA user licences against the Users with the FCA permission enabled. Until Monday 20th November 2017 this will just be a warning, allowing you time to disable dormant accounts, remove the permission from users who do not need it and purchase additional licences as necessary. After this date, the Approve, Reassign and Reject buttons will be disabled.
You can get a list of FCA User in User and Password Maintenance from the Main –> Additional Tools menu.
PICS Main: When editing a learner against a Welsh FundOrg, the gender can be set to Other, in line with the LLWR data exchange specification.
AdHoc, PICS Main, Reporting: Old SSA, Occupational Area and Skills for Life fields (pre-2010) have been removed from the AdHoc Reporting output options.
Claims and Profiles, Reporting: Derbyshire Network invoicing system now shows the ULN in the report, and the Band and Higher/Lower columns have been removed.
CRM and Applicants: PRaP Checkbox Report outcome filter now includes provider end codes.
CRM and Applicants, eJobMatch: eJobMatch users can now self-certify that they attended an event via a new “I Attended” button. This sets their status against the event as “Self certified attended”.
CRM and Applicants, PICS Main: A new PICS Configuration option has been added allowing the ability to skip entering achievement date against a milestone when trying to claim it. The achievement date will be defaulted from the expected date.
eJobMatch: eJobMatch can now be configured to allow logged-in learners, applicants and organisations to create activities.
Imports and Exports: Applicant CSV importer now has an Import All option, allowing you to import multiple applicants from the same file.
Imports and Exports, PICS Main: Welsh data capture and export is now available for “LP75 – Provider Learning Programme Reference”, “LP82 – Apprenticeship Levy Indicator”, “LP81 – Second Tier Subcontractor” and “LA07 – Provider Learning Aim Reference”.
Reporting: Loading directories to check for Reports to run now happens during runtime – not just on service start/resume. The load of directories now also copes with DFS file lock problems.
SOAP Service: SOAP service has been upgraded to work with new windows 10 update.
Claims and Profiles: Relaxed validation in Funding Calculator when a learner had different ACT values and EAS across multiple periods.
Claims and Profiles: The funding calculator would incorrectly consider a learner eligible for 90 or 365 day payments if they leave before this duration but end in the period in which this duration falls. Now fixed.
Claims and Profiles: Changes to ESFA Disadvantage/Uplift postcode tables resulted in duplication of data in reports and claims, for those postcodes with rate changes dated from 1st August 2017. Now fixed.
eAdmin: When setting the transition date for payments in a batch, we would incorrectly set the time of the transition to be in the future. Now fixed.
eAssessor: When logged in to another web application, using app switching to log directly in to eAssessor could result in the user having to enter their password again. Now fixed.
Form Capture App, SOAP Service: Import of CRM activities could fail with an error message “Actual end date has been entered but status is ‘Pending'”. Now fixed.
Imports and Exports: When exporting an FM36 learner with an actual end in a future academic year we no longer export the latest ACT’s To date. Now fixed.
PICS Main: When attempting to restore backups from backup files greater than 2GB in size the backup process would fail. Now fixed.
Reporting: When running the Auto SMS / Email report and an error occurs during the generation of learner contact records, all following contact records would not be created. Now fixed.
Reporting: When running the Achievement Rates report for 2017, learners with overdue planned breaks from 2014 were not being included in the 2015 overall totals as expected. Now fixed.
Claims and Profiles: FM36 Reconciliation now makes amendments to claim history where the funding source for a given period has changed from Levy to Co-Investment. This scenario will occur when there is a lack of funds in the employers Levy account.
Claims and Profiles: FM36 Reconciliation will now update levy learners Apprenticeship Service status to “4: On Apprenticeship Service”.
CRM and Applicants: User Definable Action Plans are now available.
Form Capture App, SOAP Service: Existing CRM activities can now be pushed out to FCA users for completion. The FCA user for the form can be auto selected using settings PICS Configuration – “CRM Activity to FCA”.
This feature requires the latest version of the PICS Soap Service to be installed.
Imports and Exports: ILR Exports now combines multiple Apprenticeship Financial Records of the same type and date into a single record fixing R68 rule violations.
PICS Main: User and Password Maintenance now checks that the number of users with the “Use Form Capture Application” permission against the installed PICS licences.
Reporting: Achievement rates report now includes an additional report option which allows all of the analyses to be included on the report breakdown tab without needing them to be specifically selected as an analysis option.
AdHoc: More Applicant fields have been added to Output. Including: All 4 Categories, Maths/English Grades, HHS, LLDD, AS Status & Cohort, ACT and Apprenticeship Costs.
AdHoc: Output and Selection of Organisation Accounting System id and EPA org Ids has been added.
Claims and Profiles: The “Raw output” report from Budget Manager would show duplicate values for Programme Achievements where an aim Achievement value existed. Now fixed.
Claims and Profiles: Improvements to FM36 Actual/Indicative reconciliation to filter out periods where the sum of all consistent parts of the claim equals 0.
eAdmin: When transitioning multiple payments, they are now ordered by Employer, then Surname, then Forename, then expected payment date.
eAdmin, eApply, eAssessor, eDashboard, eRecruit, eTutor: Dashboard widgets folder is now set internally. The WIDGETS_FOLDER setting in settings.ini is now ignored.
eAssessor, eEmploy, eJobMatch, eTutor: The activity actor popups in eAssessor, eEmploy, eJobMatch and eTutor now include more information and a location map.
eAssessor, eJobMatch: Added centralised email settings for web apps. PICS Config -> Web Apps -> Web Application Email Settings. Currently being used in eAssessor and eJobMatch.
eEmploy: A new PICS Configuration open now exists to override the default help button context in eEmploy with a custom URL. This can be found in the new PICS Configuration eEmploy tab.
PICS Configuration Catalyst settings have moved from the Generic PRaP tab to a new tab of their own located in “Third Party Tools – Catalyst Settings”.
PICS Configuration settings for eEmploy and eJobMatch (valid file extensions and show messaging) that were in the Generic PRaP section have now moved into their respective tabs.
eJobMatch: The “View History” link in the message viewer now displays all messages between the learner and PICS officer.
eJobMatch: The vacancy application process has been streamlined to provide all users with the ability to apply for a vacancy or simply register their interest.
Form Capture App, PICS Main: The Form name is now shown in the Form Capture Manager form list. The list can an also be filtered by the Form name.
Imports and Exports: LLWR data export brought up to 2017/18 standard – except for new fields LP81, LP82 & LP83
PICS Main: LARS v5.0.0 : 21 September 2017 and ORGANISATION v3.0.0 : 21 September 2017 are now available in PICS.
PICS Main: For some Apprenticeship Standards PICS was unable to find the Funding Band Maximum from the LARS. Now fixed.
PICS Main: When setting a Destination & Progression record to be exported in future years an error would have been issued. This has now been reduced in severity to a warning.
PICS Main: When making a change to an aim from a previous year that requires it to be exported in the current year, any required Destination & Progression records will also be flagged to be exported too.
Data Patches These are changes to the PICS Database structure to support future features. When they are available they will be announced as New Features or Improvements in the relevant Release Notes.
Claims and Profiles, PICS Main, Reporting: Internal Source field added to Learner Additional Income and Expenditure table. pcTrnPay.Sys_Source.
PICS Main: New fields added to LLWR Episode and Activity fields for 2017/18 data capture.
eAdmin, eApply, eAssessor, eContract, eEmploy, eJobMatch, eRecruit, eTutor: Empty category fields were leading to ” (Unknown)” values being stored in the database. Now fixed.
eAssessor: Learners without any qualifications in eAssessor could result in the learner list screen failing to load. Now fixed.
eContract: A new filter has been added to Payments called ‘Search Date Field’. This gives users the ability to filter payments by Raised, Expected, Invoiced or Paid dates.
eEmploy: The “Lost Employment” button in Next Step threw an error. Now fixed.
Imports and Exports: The ILR exporter was not exporting Destination & Progression records for ESF funded learners for all year’s of the ESF contract. Now fixed.
Imports and Exports: The ILR Importer’s update mode was not correctly matching apprenticeship standard learners. Now fixed.
PICS Main: HHS and FFI fields not appearing on the ILR for restarting Higher Apprenticeships, stopping you saving the learner records. Now fixed.
Reporting: The Learner Status report would highlight expected and past achievement periods when not in “Show aims separately” mode. Now fixed.
Claims and Profiles: Earnings Adjustment Statement data capture has been updated for 2017.
PICS Main: A new extract of the OfQual register is available – taken 05/09/2017
PICS Main: The Funding Model 36 Reconciler is now available from the “Reconcile Data” button on the PICS main screen.
Claims and Profiles: During the FM36 claims process, if an exception was thrown the calculation process will be cancelled. Now a Process Warning is generated for the learner that caused the error and the claims process will continue for all other learners.
Claims and Profiles, PICS Main: FM36 Apprenticeship disadvantage uplifts now use the new Apprenticeship_Uplift column from the FIS to calculate disadvantage uplift.
CRM and Applicants: CRM Options edit pick list now has the functionality to edit the order of the items when editing Activity SysCodes.
CRM and Applicants, Imports and Exports: When importing Applicants from FCA using CRM, we now update the status of the form to “Imported”
CRM and Applicants, Imports and Exports, PICS Main, Reporting: The SEM flag for Organisation records can now be set to “00: Not small employer” to allow users to differentiate between records that have had a value of “Not small employer” set and those that have not been set.
CRM and Applicants, PICS Main: The SEM flag is has been added to the New Learner screen, this defaulted from Organisation basedata where set.
CRM and Applicants, PICS Main: There was an issue with the current PRaP checkbox current opportunity code filter not showing a full list of values under certain conditions. Now fixed.
eAdmin: Added the ability to set the transition date for payments.
eAdmin: Added the ability to filter payments by a date range for a user specified date field.
See https://pellcomp.atlassian.net/wiki/spaces/POH/pages/76742741/Payment+Filtering+in+eAdmin for details.
eAdmin: Link to eRecruit from employer details page is now hidden if app switching to eRecruit has been disabled in PICS Config.
eEmploy: New syscode configuration setting which can be used to specify which activities can be explicitly be used for evidence in Job Tracking.
eJobMatch: Now uses google translation technology to provide page text translation between English and Welsh in eJobMatch when the PICS configuration option is enabled.
Form Capture App: Specific Ethnic Origin picklists have been added for ILR and LLWR forms.
Reporting: The Learner Audit report now displays the learner’s withheld status in all of the report outputs that do not exclude these learners.
AdHoc, eDashboard: Year, Year/Month and other fields derived from Date columns in User Defined Aggregators were not calculating the data correctly. Now fixed.
AdHoc, Reporting: Export to MS-SQL could error because multi-line answers from UDF fields were wider than the expected field width. Now fixed.
Claims and Profiles: The Guidance buttons in the FIS reconciler have been updated to point to a more up-to-date document.
Claims and Profiles: The ‘Generate ILR Items’ button was not deleting all instances of duplicate items. Now fixed.
Claims and Profiles: When running claims for FM36 learners with aims that start and end in the same period, an “Index Out Of Bounds” error would be thrown. Now fixed.
Claims and Profiles, PICS Main: Improved visibility for ACT data capture when creating a new learner from a qualification plan with Maths or English Function Skills as part of the plan.
eEmploy: There was an issue with saving Prior Qualification items when the qualification title length was bigger than 40 characters. Now fixed.
Form Capture App: Forms deleted in xpFCA now show as deleted in Form Capture Manager.
Imports and Exports: in 2016/17 exports ACT FAM records for aims ending in 2017 were exported without the aim end date rather than the expected end date. Now fixed.
PICS Main: The EEF field was not being set on the New Learner screen when importing a new Learner from FCA or file. Now fixed.
PICS Main: When adding a new custom non-regulated qualification to qualification base data, the “Appendix H Category E” qualifications view was not showing the correct qualifications. Now fixed.
Reporting: The Ofsted report breakdown would only show “Learner Type” for learners who are still in learning, and standards learners were marked as “OTH”. Now fixed.
Reporting: When calculating claims for FM36, an exception might be thrown if a PICS episode has more than one Programme Aim. Now fixed.