Thank you to everyone who attended our Summer user group and made it a wonderful day. A feedback survey should have been sent to all those who attended, so please let us know what your thoughts were, good or bad.
We have made our handouts available and the slides that accompanied two of our external speakers. These are currently in the Sales and Marketing section in our website document library.
As announced at our Summer user group, this year really is a year of minimal change. So much so that we see none of the normal dangers with entering new year starts on the current PICS version. This has been tested by us, so if this will help your company then please feel free to enter new year starts before PICS 15.00 is released.
PICS 15.00, for the 2016/17 contract year, is due to be released in our normal timescale of mid August, provisionally the 15th. The new software will give access to the new year exporter, funding calculator and ILR importer.
In our May newsletter we warned that the PelAMS applicant management system is to be deprecated in favour of the newer CRM Applicants system. There are no changes to costs, but to continue to improve and add features we need to concentrate on a single system for applicants.
The migration from one system to the other will take place automatically when you upgrade to PICS 15.00, which will be the 2016/17 version of our software. This is due to be released in our normal time-frame of mid-August, provisionally Monday 15th. So when you choose to download and install PICS 15.00 you’ll be switched to the CRM Applicants system, however you can choose to do this earlier if you wish. We’ll shortly be releasing the option to migrate through a message banner that will appear in the old PelAMS system when you next update PICS. This should be very prominent and is primarily intended as a notification, but it will also provide an option to run the migration straight away if you have the recently introduced Database Administrator permission.
Here’s what will happen when the migration takes place:
Any open PelAMS Interviews and Actions from the last 6 months will be migrated to a CRM activity type of Interview Appointment or Task, respectively. Officers linked to Interviews and Actions in PelAMS are not full CRM Officer records, so these will be migrated by trying to match the name to an existing CRM Officer record. Where we aren’t able to get a satisfactory match, a new CRM Officer record will be created.
The 6 Applicant SOCs from the ‘Requirements’ section in PelAMS will be migrated to the applicant provision table. These are visible in CRM Applicants under the Provisions section.
For some time now we’ve had a tool to migrate PelAMS School and College records to full CRM Organisation records, and this will run during the migration process if necessary. This will do something similar to the officer matching routine mentioned above by trying to match on what we can and creating new Organisation records where we can’t get a satisfactory match.
User-defined Area codes will be migrated to a different underlying location in the database, but the functionality should remain pretty much the same. Functionality to amend these will be accessible in CRM via the File menu drop down -> CRM options -> Pick Lists.
At the end of the migration process, PelAMS will no longer be accessible and the button on the main PICS side-bar will be removed. You will now need to access your Applicants through the ‘CRM/Organisations’ button and then select the Applicants option from the side-bar.
There’s a guide to using CRM applicants available from our document library. Another useful guide to familiarise yourself with the CRM system in general is the full CRM guide, however some features in here will only be accessible if you have a licence for the full CRM module.
If you have any queries or issues regarding this, as always please do contact our support team.
Our annual Summer User Group is nearly upon us, and there are still places available. This will be held in Birmingham on July 14th. The event is free for PICS customers, and will cover a range of topics from new features to ILR data entry for the new contract year.
We are excited to be able to share our plans for managing the new contracting arrangements with multiple employers. This includes payments plans and profiles, due invoicing, incentive payments and reporting. These features should put both provider and employer in full control of their finances.
We also have guest speakers from AELP and the Funding Agencies Shared Services Team to share their expert knowledge about current and future plans. With lots of enhancements across PICS to cover, there’s sure to be lots to talk about with the other PICS users and Pellcomp staff during the break.
We unfortunately had some issues with our emails last week. We have been working hard to resolve them, however we may well be missing some of your emails if you sent anything to us between 12 noon Thursday 21st and 12 noon Friday 22nd. This should not have affected our main group mail boxes, such as firstname.lastname@example.org, email@example.com. If you haven’t had a response from anything sent in that time frame, please contact us again. Sorry for the inconvenience.
Thank you to all who attended our Winter Workshops in Stockport and Reading. You all helped to make both these days very successful. We are currently collecting together all the feedback points from both days, and over the next few months will be looking at what we can do to improve in the areas suggested. Of course if you have any further feedback then please send it in to firstname.lastname@example.org