Summary of changes

Be able to search for respondents - 'View current tasks' for individuals/users

Admin and auditor users will see a new option for ‘View current tasks’ on the individual summary and user profile pages.

The button to reach the 'View current tasks' page can be found in the right-hand sidebar.

The ’View current tasks’ page includes tabs for key areas of the IAR system; attestation, delegation, fit & proper, good repute, handover, responsibilities statement, statement of responsibilities and temporary cover.

Each tab will include a brief summary of any tasks that the individual/user is due to complete, and the status of the task. Each task will include a link to the relevant page on the system.

Certificate - Regenerate certificate PDF using latest configuration

When viewing a valid issued certificate a new option of ‘Regenerate certificate PDF’ will be displayed.

Regenerating a certificate will retain the certificate data, but will use the latest certificate configurations set on the certificate defaults page. 

It will also, where required, include FCA directory data depending on what is set on the certificate defaults page and the directory data added for the individual.

When the ‘Regenerate certificate PDF’ is selected a confirmation overlay will be displayed which will include an option to add FCA directory data to the certificate.

If ‘No’ is selected the certificate will regenerate using the latest certificate configurations only.

If ‘Yes’ is selected a date field will also be displayed.  Enter the required date and the FCA directory data that was current on the selected date will be added to the Certificate.

Individual Import - Update existing individual pre-selects some import values

 When an individual or overnight import includes changes to an individual's data and the user selects to view the changes on the individual import change page the changes are highlighted on the page as usual.

However, if they select the ‘Update existing individual’ option, the fields being updated will no longer pre-populate the changed data.  The data will be left as it was allowing the user to manually update some or all the changes as required.

This is particularly helpful when only some of the changes being imported are to be updated in IAR which will then allow for any none required changes to be ignored on the import exceptions page.

If you have any questions or need some further information on the recent changes please get in touch: [email protected]