Claims and Profiles, Reporting: The FM36 Calculator now generates Employer Earned claims at 5% of the capped value for Co-Funded FM36 Apprentices starting on or after 1st April, 2019.
PICS Main: Data capture for Apprenticeship Costs now use the 5% employer rate for Co-Funded FM36 Apprentices starting on or after 1st April, 2019.
AdHoc: Is it now possible to filter trainee selection by a trainee’s status history.
AdHoc, eAssessor, PICS Main: It is now possible to define your own custom Contact Types in Other General Base Data to use in recording Learning and Contact Hours. A new option, ‘Ignore Contact Types’, has been added to PICS Configuration to allow you to ignore the existing pre-defined Contact Types.
CRM and Applicants: You can now permanently delete activity records which have been soft deleted. Additional activity filters “Parent Activity ID” and “Case ID” have been added to the main list in CRM.
PICS Main: A new extract of the OfQual register is available – taken 15/03/2019.
AdHoc: It is now possible to output projected funding totals and counts for ESFA Projected funding.
It is also possible to now exclude Employer or PMR derived claims from the output.
CRM and Applicants: Created Date and Last Updated columns have been added to the final selection list in GDPR Tools for Officers. Entered Before/After filters have been added to the Officers list in CRM.
CRM and Applicants: Created Date and Last Updated columns have been added to the final selection list in GDPR Tools for Organisations. Entered Before/After filters have been added to the Organisations list in CRM.
CRM and Applicants: When importing updating an organisation using an import, the organisation’s main contact will no longer be overwritten if a main contact is already set.
eAssessor: Section column on the eAssessor Learner Documents/Notes page has been hidden when it is not in use.
eTutor: Learner Attendance Summaries in eTutor and Learner Documents/Notes Merge Field Names spreadsheets were being output in the outdated XLS format. They are now output in the standard XLSX file format.
Form Capture App: Form Instance titles in Form Capture Application for Android and iOS have been changed to be consistent with those produced by desktop Form Capture Application.
Imports and Exports: The exporter now includes Advanced Learner Loan Learners who have matching start & end dates.
PICS Main: It was incorrectly possible to assign users both a linked PICS officer and key chain parent user in PICS user and password maintenance. Now only one of these fields may be completed in order to save a user.
PICS Main: LARS v6.0.0 : 08 Mar 2019 and ORGANISATION v3.0.0: 15 Mar 2019 are now available in PICS.
PICS Main: The CSV importer for Learners, Applicants and Organisations now recognises the CSV format from Docusign and can convert it to the format expected by PICS.
PICS Main: Period base data for 2019/20 years has been added for all funding types
REST API: It is now possible to get a learner’s ILP Achieved Status from the Trainees endpoint in the REST API. Provider End Reason, Provider Destination, and ILP Achieved Status, can now all be updated through the Trainees endpoint in the REST API.
AdHoc: There was an issue where prior attainment selection wouldn’t show all learners for the given code. Now fixed.
Claims and Profiles: The FM36 Funding Calculator was not correctly calculating the total programme cost for Price Episodes where there was a known change of UKPRN during an apprentice’s programme.
Claims and Profiles: The funding calculation in PICS was not always generating Job Outcome payments for FM35 learners when required. Now fixed.
CRM and Applicants: Non-Live activities will no longer be visible in the CRM To-Do List.
eAdmin: Exporting the payment list would fail due to missing files. Now fixed.
Form Capture App: There was an issue when attempting to submit a form containing any questions with an empty “Import Field Name”. Now fixed.
PICS Main: There was an issue with soft-titled Main Advisers not being displayed correctly in PICS User and Password Maintenance. Now fixed.
PICS Main: There was an issue where saving Qualification Plan details in Qualification Base Data would cause an error. Now fixed.
Reporting: The Course Summary report would incorrectly output the course Rate in the Notes field when using Course Instance mode. Now fixed.
REST API: There was an issue where it was possible to set the Parent Organisation of an Organisation as itself, or its direct Child Organisation through the REST API. Now fixed.
SOAP Service: Very long text fields sent from FCA could cause “The maximum string content length quota (8192) has been exceeded while reading XML data.” errors. Now fixed.