LP Services System Update - September 2017

Transcription

1 LP Services System Update - September High Priority System Defects Resolved Summary Description Implementation Date System Performance Slow Performance when searching on Learner Information home screens. Merger Pre Merger payments are not being displayed within the old Learning Provider. Within the Detailed Learners screen, after performing a merger, the old provider should still be able to view the payments made to them prior to the merger taking place. Bulk Import Validation Message Not Displaying correctly Scenario 1 Where the Decrease Loan Amount Indicator is N or blank then the Loan Amount must be blank otherwise raise a validation error message of Where the Decrease Loan Amount Indicator is N or blank then the Loan Amount must not be populated should be displayed. Scenario 2 Where the Decrease Loan Amount Indicator is Y then the Loan Amount must be provided otherwise raise a validation error message of Where the Decrease Loan Amount Indicator is Y then the Loan Amount must be supplied should be displayed. Correct Validation messages will now be generated.

2 2. Learning Provider Portal- System Enhancements Delivered Summary Description Implementation Date Auto Withdrawal Automatically withdraw post liability learners who have outstanding attendance confirmations for 12 months. The withdrawal date will be the last date attendance was confirmed, this could be either an actual or assumed attendance. New Application State Reason A new Application State Reason of Withdrawn: Auto 12 Month No Attendance Confirmation will be listed under the application States window of the Learner Search Screen. Learner Search Screen Add the search facility for the 'Start Date From / Start Date To' and the 'End Date From' / End Date To on the Learner Search Screen to enable Learning Providers to export information on applications at particular work stages, for a specific Academic Year. 14/08/2017 Assessment History Screen Add the date when the Auto Cancellation took place to the Assessment History Screen, which would then be displayed on the Export from the Learner Search Results Screen. 14/08/2017 Learner Information Export CSV Withdrawn date is being displayed within the WithdrawalDate column in the Learner Information Export CSV as DD/MM/YYYY. 14/08/2017 Withdraw applications suspended for 12 months Applications suspended for 12 months will automatically be withdrawn to the effective date of the suspension. This is to ensure applications enter re-payment at the correct time.

3 Summary Description Implementation Date Withdraw applications suspended for 12 months Applications suspended for 12 months will automatically be withdrawn to the effective date of the suspension. This is to ensure applications enter re-payment at the correct time. Select All when assigning groups Allow users a Select All option when assigning groups rather than having to select all individually. Attendance bulk upload by CSV Currently only available via XML. New Application State Reason A user can search on applications that have an Application State Reason of Withdrawn: Auto 12 month suspended applied to them. Add Learning Aim End Date to Attendance Work list Improve Ineligible reason on Correspondence NINO Verification Status The Learners course end date is displayed within the Learning Aim section of the Attendance Work list Search Results Screen. Where an application has failed assessment due to a restriction being placed on the Learning Provider, a more detailed message is sent to the customer Your college or training organisation does not currently have funding available and advising them to contact their Provider. An indicator to confirm if the NINO has been verified on the Current Payment Schedule and Attendance CSV report, downloaded from the Learner Search Screen. Exports Allow LP Advisors to export files. 12/06/2017 Newly Approved Worklist Work list to show Newly Approved applications. 12/06/2017 ADIF/Birth/Adoption Certificate display- Correspondence and LP Portal Clarification around ADIF and Birth/Adoption Certificate evidence items on the missing evidence correspondence and the LP Portal that only one from the listing needs to be sent. 12/12/2016

4 Summary Description Implementation Date ADIF/Birth/Adoption Certificate display- Correspondence and LP Portal Clarification around ADIF and Birth/Adoption Certificate evidence items on the missing evidence correspondence and the LP Portal that only one from the listing needs to be sent. 12/12/2016 Auto Cancel Reason to CSV Exports Where cancelled is shown on CSV Exports and the application was auto cancelled. The auto cancel reason is detailed in an additional column. Time period for re-instating the Learners Application Auto Cancel- Missing Evidence/Information If a learner s application is cancelled. A period of 60 days has been introduced where the provider can reinstate the application. After this, providers will then see a message displayed to ask the learner to contact SLC. Ability to still see missing evidence and information items after the application has been auto cancelled, where the auto cancel reason was Missing Evidence or Eligibility Incomplete. Auto Cancel Approved and no ULN Applications which are approved without positive attendance confirmation, will be auto cancelled 90 days from course start date or approval date, whichever is the latest. Allow Ampersand in Course Trainer and Location Fields Ampersand (&) is now available as a value in the course trainer and location fields. Previously this was alphanumeric only. Academic Year Dropdown The default will be current academic year rather than Please Select on the Learner Search and Change of Circumstances (CoC) Search screens. Learner Search Results Screen A 'back to top' link will now be available to take users back to the top of the page. CoC bulk Upload by CSV Allow the bulk upload of CoC s via CSV and also XML. This allows bulk upload without need for ICT development by Learning Providers.

5 Summary Description Implementation Date Academic Year Dropdown The default will be current academic year rather than Please Select on the Learner Search and Change of Circumstances (CoC) Search screens. Withdrawal/Attendance Confirmation rules Ability to withdraw on the 1 st attendance confirmation date to allow initial payment to be made without 2 nd payment also being made. 28/08/2016 CSV Attendance Export Add learning aim description to the CSV attendance report export. 28/08/2016 Suspension Date Add the date of suspension to current application state on the assessment information page. 28/08/2016 Transfers Allow transfer between a Certificate or Diploma course (Types 2 and 3) to the new Vocational Qualification (Type 9) and vice versa, for applications prior to 16/17. 28/08/ Learning Provider Portal- System Enhancements under Analysis Summary Description Status Financial Reporting- Loan Facility Show the provider loan facility and how much is used and outstanding on the LP Portal. Loan Facility Prevent further applications when provider is over facility System to automatically prevent further applications where a provider is over the facility. Financial Reporting- Loan Position Report Review of the loan position report to determine whether changes can be made to make the report more usable. Financial Reporting- Remittance Report Add additional columns to the remittance summary screen to show positive payments and negative payments within that month s payment.

6 Summary Description Status Learner Texts Texts to learners on receipt of confirmation of attendance. This is to ensure learners understand that a loan is being paid on their behalf, and to prompt contact if learners withdraw. Learning aim start date and transfer rules Currently where a learner transfers to a course that became eligible after the learners original start date, the system determines the learner is no longer eligible and therefore reduces entitlement accordingly. Change to determine the learner as eligible if transfer date is after learning aim eligibility start date. NINO Verification An indicator to confirm if the NINO has been verified on the Current Payment Schedule and Attendance Report which can be downloaded from the Learner Search Screen. Attendance Worklist Attendance Status filter to automatically default to 'All'. Loan Entitlements An application can be withdrawn and fees zeroed and the learner is then not liable for any loan payments as the learner won't have used 1 of their 4 loan entitlements. At the moment, there is no indicator on the Ops Portal to confirm this and therefore a learner could be made ineligible when applying for a 5th loan, when in practice it is only their 4th application. Reporting - Suspended Learners Show the provider all applications currently suspended and detail the effective and submitted dates. Ineligible reason Assessment Information Change to the message given to learners when an application is made ineligible due to a service restriction having been applied to a provider. Allow providers to view all Application States and the dates they were first put into that state.