New Features

  • CRM and Applicants, PICS Main, eEmploy: Initial passwords generated for Learner, Applicant and Employer accounts are now longer and composed of a wider range of characters.
  • eAdmin: It is now possible to specify a URL with a placeholder so that you can directly open an employer’s page in your accounting system.
  • eAdmin, eRecruit: Application switching is now available between eAdmin and eRecruit.
  • eRecruit: Applicant Apprenticeship Programme costs now default from the Qualification Plan or Opportunity Plan as appropriate.
  • PICS Main: New FM36 learners are created with incentive payment records at 90 days and 365 days after programme start.
  • PICS Main: Filtering by AS Cohort and AS Status, bulk update of the AS Cohort and access to Apprenticeship Finance Records has been added to the Client Selection Screen.
  • PICS Main: LARS v4.0.0 – 19 Apr, v2 is now available in PICS


  • AdHoc: More Selection Criteria and Output fields have been added for Additional Income and Expenditure to support Apprentice Reforms.
    More Date selections have been added – ‘Last academic year’, ‘This academic year’, ‘Next academic year’, ‘Last calendar year’, ‘This calendar year’, ‘Next calendar year’, ‘Before end of this week’, ‘Before end of this month’, ‘Before end of next week’, ‘Before end of next month’
  • Claims and Profiles: Advanced Learning Loan items are now allocated to the period of the Actual payment date, rather than the period of the expected date. The expected date is shown as the effective date in claim history.
  • CRM and Applicants, eEmploy, eRecruit: We have added a new configuration setting to the CRM section which can be used to set the number of days after an activity for which users can set attendance statuses.
  • CRM and Applicants, PICS Main: Opportunity Applicants, Learner, Vacancy, Vacancy Application and Status History fields have been added to the opportunity mail merge output.
  • Imports and Exports: ILR File Importer now imports Learning Delivery FAM records with type ACT.
  • PICS Main: The ACT FAM field has now been added to the ILR PDF outputs on the programme aims and component aim pages.
  • PICS Main: The “Calculate Est Revenue” button for Apprenticeship Training opportunities now sums the Training and Assessment Costs entered for the Opportunities Qualification Plans.
  • PICS Main: Apprenticeship Standard End Level has been added to picklists and the description in drop down lists.
  • REST API, SOAP Service: Invoice and Accounting fields added.

Bug Fixes

  • Claims and Profiles: Funding Calculator was excluding FM35 aims where the learner is deemed a 6 week leaver. Now fixed.
  • CRM and Applicants: There was an issue with user pick lists not respecting current user sites. Now fixed
  • CRM and Applicants: There was an issue with Workflow Configuration crashing when used statuses were set to dormant. Now fixed.
    Workflow Configuration transition validation has been improved to prevent transitions being created to and from a dormant status.
    There was an issue with Workflow Configuration validation when creating a transition to a status where a transition for that direction already exists. Now fixed.
    There was an issue with Workflow Configuration where it was possible to interact with hidden statuses. Now fixed.
  • CRM and Applicants, PICS Main, eRecruit: Money edit boxes in UDFs were not allowing pence values. Now fixed.
  • eAdmin: When transitioning a payment to Paid, we failed to update the Actual Amount value. Now fixed.
  • eTutor: User site restrictions had not been correctly applied when enrolling new learners onto a course. Now fixed.
  • PICS Main: SEM status was not being retrieved correctly on the ILR form. Now fixed.
  • PICS Main: The Apprenticeship Service CSV exporter now requires the “Data Exports” password permission, and respects site restrictions set in password maintenance.
  • Reporting: DWP Activities Report now runs faster for users with no sites on very large databases.