New Features

  • AdHoc: Ability to select and output Delivery Model and Component details has been added.
  • AdHoc: Added new page to FCA selection and output to allow reporting of form fields. Now able to limit raw fields output by selection too.
  • Claims and Profiles: FM36 reconciliation tools now compare employer incentive payments calculated in PICS to the values from the ESFA reports in monthly columns “16-18 additional payments for employers”.
  • eAssessor: We now include a summary of approved Off the Job contact hours in the learner contact hours section together with the average number of off the job contact per week.
  • eAssessor, eTutor: COLD Admin Notes are now available in eAssessor
  • eRecruit: It is now possible to set the Recruitment Agency for an applicant. When looking at an applicant who has a recruitment agency, it will be shown in their companies section.
  • PICS Main: Change of Learner Details requests now include an “Admin Notes” field. Change of Learner Details now includes a configuration setting that when enabled will offer the ability to forward a rejection message to the request officer when the request is rejected.
  • PICS Main: A new extract of the OfQual register is available – taken 04/04/2018
  • PICS Main: Self Study and None expected have been added as expected attendance types in Dated Changed Attendance
  • REST API, Surveys and eSurveys, eAdmin, eApply, eAssessor, eContract, eDashboard, eEmploy, eJobMatch, eRecruit, eTutor: Build dates of each application have been added to PICS Configuration, you can find this under Show All System Settings.
  • SOAP Service: New PICS Web Service Testing Client available, allowing testing of connectivity to the PICS WebService.


  • CRM and Applicants: Added data capture for allowed and preferred contact methods to the Officer Edit Form.
  • CRM and Applicants: Added data capture for allowed and preferred contact methods to the Organisation Edit Form.
  • CRM and Applicants: ITP Jobs can now have UDFs linked directly.
  • CRM and Applicants: Generic and Universal Credit Opportunity codes are not available to set to Customer’s Current Opportunity Code.
  • CRM and Applicants, Course Manager, PICS Main, Reporting, eAssessor, eTutor: A warning will be shown when sending SMS messages to learners, applicants, organisations or officers & contacts who have not included SMS as an available contact method.
  • CRM and Applicants, PICS Main: Added available contact methods and contact preferences to Applicant and Organisation CSV/PDF/SOAP import.
  • CRM and Applicants, PICS Main: “None recorded” and “Do not contact” have been added as options for Allowed/Preferred Contact Method(s). The validation on these fields was also being triggered when no changes had been made to the Learner record, this is now fixed.
  • eAssessor, eTutor: Available contact methods are now respected when sending SMSs to learners and applicants.
    eAssessor now uses the central email settings in PICS Configuration instead of the INI file settings when sending learner login emails.
  • Form Capture App, PICS Main: eRecruit has been updated to follow GDPR specifications, two new options are available to input allowed contact methods and choose a preferred contact method.
  • Misc Tools, PICS Main: Learner Change log output now contains ULN related data like ILR Destination & Outcomes
  • PICS Main: When selecting a Main Aim for a new learner an option has been added to the View menu to display “All contract qualifications”. This will allow aims that are not marked as suitable main aims as a main aim.
  • PICS Main: Learner CSV/PDF import now includes contact preferences.
  • Reporting: Reaching help context in new reports switchboard fixed for hosted customers.
  • REST API: Trainees can now be inserted with use of Templates.

Bug Fixes

  • AdHoc: Help for AdHoc Date/Time format outputs was directed to a dead page. Now fixed.
  • AdHoc: “Main” output was not including all records from queries repeated columns. Now fixed.
  • Claims and Profiles: The FM36 Reconciler was overwriting the first record in each sheet of the report. Now fixed.
  • CRM and Applicants: An error was being displayed when replacing mail merge templates. Now fixed.
  • CRM and Applicants, eEmploy: Files links for Trainee Notification and ITP notes were being duplicated in certain circumstances. Now fixed.
  • eAdmin, eAssessor, eEmploy, eJobMatch, eRecruit, eTutor: There was an issue when trying to login after timing-out on a download page. Now Fixed.
  • eAssessor: Units linked to more than 1 qualification could sometimes cause duplicate evidence links when linking evidence. Now fixed.
  • Reporting: Using the option to export reports to SQL, we now retry any failed reports multiple times in case of a temporary error.
  • Reporting: There was an issue where valid, but incomplete Maths & English aims for FM36 learners were being counted as open aims in the ‘Completed prog, open aims’ audit report. Now fixed.