Summary of changes

Assessments – User to view previous assessments

Users who are linked to an individual can now view all previous assessments (previously just the most recent assessment was available to view).

The user will be able to see any responses that they submitted, along with the assessment dates and result.

Other access rights remain the same; users will not be able to view responses given by other individuals, reviewer comments, or download the assessment PDF.

KI enhancements – Reports – Add dates

The following dates have been included on the Key indicator trend report:

·         Created date

·         Date identified

·         Start date

·         End date

All four dates have been added to the ‘Details’ tab on the report, at the end of the table.

Each date also has a filter as well, and all four fields will be included in the exportable spreadsheet.

Please note that the ‘start date’ and ‘end date’ filters do not act as a date range; setting these as ‘Jan 2025’ and ‘Sep 2025’ respectively will only include key indicator records that started in January and ended in September, it will not include any with a start date or end date in between.

Add IRN to certificate

The IRN can now be added to the certificate PDF. The options to toggle the IRN is located on the ‘Set up certification’ page, under the ‘Certificate defaults’ tab.

Once toggled on, if the individual has an IRN, then it will appear on new certificates. Pre-existing certificates can be regenerated to include the IRN.

Label on certificate to change wording

A system label has been added for the text ‘Firm the individual belongs to’, which appears on the certificate.

The system label is under the ‘Certification’ section on the system labels page.

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