New Features

  • Claims and Profiles, CRM and Applicants: A new “Completed Milestones” tab has been added to the PRaP Checkbox report that shows a list of milestones filtered to a selected list of reasons.
  • CRM and Applicants, PICS Main: It is now possible to permanently delete soft deleted Applicants from PICS using GDPR tools in CRM.
  • eRecruit: It is now possible to send SMS messages to applicants and contacts within eRecruit.


  • AdHoc, eAssessor, PICS Main, Reporting: Learner “Contact Hours” have been renamed “Learning and Contact Hours”
  • CRM and Applicants: Added the ability to configure which user groups are allowed to edit UDFs.
  • CRM and Applicants, eRecruit: Opportunity Conversion rates for Apprenticeship Training are now available
  • eApply: Ethnicity list has been reduced to only show relevant entries.
  • eAssessor: The workspace will no longer load for users who have access to more learners than the Large Caseload setting (default 1000) due to the impact this can have on the overall performance of the system.
  • eAssessor, PICS Main: There was an issue where a user with all user assessors selected and the “Where main officer is in users selected officer list” permission would not be able to see learners whose main officer is in the user’s selected assessor list. Now fixed.
  • Form Capture App: URL Labels now work in Windows FCA
  • PICS Main: LARS v6.0.0 : 19 July 2018, ORGANISATION v3.0.0 : 23 July 2018 and PostCodeFactorsReferenceData v2017.1.1 : 06 Mar 2018 (July update) have been added to PICS.
  • Reporting: The Analysis Report from Report Switchboard now has a Programme option to analyse by Current ACT.
  • Reporting: The Occupancy, Learner Payments and Ofsted reports (new interface) now default to the current period.
  • Reporting: The new-look reports interface is now the default.
  • Reporting: A new option “Ignore Expired Milestones” has been added to the milestone tracking report, this option will be on by default.
  • Surveys and eSurveys: The menu item within Survey Builder formerly titled “Hosted by Pellcomp” has been renamed “Sync survey data with”.

Bug Fixes

  • AdHoc: Added survey filtering into AdHoc to find Learners, Applicants, Organisations and Officers which have not answered a survey.
  • Claims and Profiles: Budget Manager was not including Framework Uplifts for FM36 learners. Now fixed.
  • Claims and Profiles, Reporting: The Learner Status report was not calculating completion payments for FM36 apprentices that were still in learning beyond their expected end date. Now fixed.
  • CRM and Applicants: There was an issue with the PRaP Importer causing an error when attempting to import XLSX files containing images. Now fixed
  • CRM and Applicants: WP Job tracking will now set the Job Outcome milestone date to the closest job start date.
  • Form Capture App: There was an issue with creating new companies in winFCA after manually upgrading the form capture database using Tools > Upgrade Database. Now fixed.
  • PICS Main: Adding new Learners with a Delivery Model specified was causing an error. Now fixed.
  • PICS Main, Reporting: The Learner Status report was not separating LSF payments from the aim for FM36 apprentices when run in “Show Aims Separately” mode. Now fixed. Also, the Aim code “ALSNs” has been updated to “LSF”.
  • PICS Main, Surveys and eSurveys: There was an issue with PICS Online Help not opening upon clicking the Help Contents menu item from the Form Builder. Now fixed.
  • Reporting: There was an issue where the Financial Employer anomalies report would give a false positive if a learner’s employer changed before the 30 day forwarding payment had been paid to their original employer. Now fixed.
  • Reporting: Fixed an issue causing reports on all sites run via the Report Service to be limited to records not linked to a site.