Summary of changes
Show directory fields on a Certificate PDF
FCA directory fields can be added to the certificate PDF. The options to toggle on/off various directory fields is located on the ‘Set up certification’ page, under the ‘Certificate defaults’ tab.
Any combination of FCA directory activities, accredited bodies, and customer engagements can be added to the certificate.
For any individuals that have an issued certificate, the FCA fields can be added by amending the certificate and then reissuing.
Overnight Individual Import - Ignore import records
When viewing the ‘Overnight individual import’ exceptions page the records flagged as updates will now display a check box on the left side. Additions and invalid imports will not show a check box.
When the check box is selected against any record(s) the ‘Ignore selected record(s)’ button will be enabled.
When the option is selected a confirmation overlay will be displayed and the reason for the record(s) being ignored can be added. The same reason will apply to all selected records. If a different reason is required for any record, then it will have be selected and ignored separately.
When the ‘Ignore record(s)’ option is selected the record(s) will be removed from the exceptions page.
Provided the individuals import record does not change in anyway, the next time the overnight import is generated the individual will not be shown again.
When an import record has been ignored it will be displayed on the ‘Ignored individuals’ tab.
The individuals name, email address, ignored date, the user who ignored the record and the ignored reason if added.
Any record on the ignored page can be removed by selecting the check box(s) and clicking on the ‘Remove selected ignored record(s)’ option. After the next overnight import has run the records will then reappear on the exceptions page on the overnight individual import tab.
Support Tickets
Feed is flagging to remove additional fields that existing against individuals in the system when the feed runs.
If you have any questions or need some further information on the recent changes please get in touch: [email protected]