New Features

  • PICS Main: Added the ability to change Main Adviser, Training Adviser, Placement Adviser, Careers Adviser for multiple learners via Client List -> Tools -> Bulk Updates
  • PICS Main: GDPR tools to facilitate Deleting forms in Form Capture Manager have been introduced. The GDPR tools can be accessed from the Advanced Tools menu. New options have been added to the Form Modified filters including last 6 months, over 6 months ago and over 12 months ago.
  • PICS Main: A new extract of the OfQual register is available – taken 28/11/2018
  • PICS Main: The FCA Form Builder can now create a template from a form design. A new simple text bookmark format is now supported – enclose the bookmark name in double curly braces as so: {{Bookmark}}, the existing bookmark mechanism is still supported and is currently required for Signature bookmarks.
  • REST API: Basic learner details can now be edited using the REST API.
  • REST API: The Rest API now contains search parameters StartDateBefore, StartDateAfter, EndDateBefore and EndDateAfter against the Trainees end-point. Returned trainee objects now contain the OneFileID.


  • AdHoc: Output of Relationships was only including the relationships where the data being output was the Primary Entity. It now includes the relationships where the data is the Secondary entity.
  • Course Manager: The enrolment status and enrolee type has been added to the enrolment list report.
  • CRM and Applicants: Improvements have been made to Opportunity status workflows editing, including setting default statuses.
  • eAssessor: If an objective scan is linked to a delivery component, only the scope that the delivery component covers will be included in the objective scan.
  • eFileStore: eFileStore has been upgraded from 32-bit to 64-bit.
  • eRecruit: An experimental page for mapping search results has been added. This can be enabled in Settings
  • Form Capture App: Improvements have been made to the long label control. This has led to an overhaul of the control layout method. The long label control is capable of properly rendering most HTML including links. All controls are now aligned to the top of the forms.
  • Misc Tools: The list of saved scheduled reports now shows if a report is currently being run.
  • PICS Main: The Client Selection Screen now includes dormant qualification plans in available filter values. Dormant plans can be identified by ‘DORMANT’ at the end of the plan description.
  • PICS Main: LARS v6.0.0 : 11 Nov 2018, ORGANISATION v3.0.0 : 11 Nov 2018 are now available in PICS
  • PICS Main: HE Qualification on Entry list now includes missing values.

Bug Fixes

  • Claims and Profiles: The FM36 calculator would not generate claim items for a second Maths or English qualification if started and ended in the same month as the previous aim had finished. Now fixed.
  • Claims and Profiles: The FM36 funding calculator was not considering previously earned Framework Uplift payments when a learner was suspended and restarted. Now fixed.
  • Claims and Profiles: The FM36 funding calculator was ignoring instalments against earlier programme aims where a learner had been suspended and then restarted. Now fixed.
  • Claims and Profiles: Budget Manager would throw an error on the Projections screen when running in FM25 (SFA) mode. Now fixed.
  • CRM and Applicants: The Applicant SLC Loan Importer now checks the Learning Aim’s Start date when soft matching loan offers.
  • eAdmin: Only credit payments were included in dashboard widgets. Now credit and debit payments are both included.
  • Reporting: There was an issue with Schedulable Reports where not all sites would be included when filtering. Now Fixed.
  • Reporting: The occupancy report contained 2 columns showing Cohort description. It now has 1 column showing Cohort code and 1 column showing Cohort description.
  • Reporting: Available funding organisations in the reports filter was too heavily limited when choosing “WG/DfES”. Now fixed.
  • Surveys and eSurveys: Surveys responses with single and/or multi-item selection answers could cause an error if the answers were not in the form “Code”,”Description”. Now fixed.