Contents

Summary of Changes

• Configure employment statuses 
• SoR/RS : Add Branding logo
• Add Staff Ref number to bulk import template for Assessment responses
• View committee on individual summary page 
• 3 new columns added to the Assessment in progress report.
• Certification History Report

Summary of Changes

Configure employment statuses 

When creating a new employment status, a new field titled ‘Employed by status required’ is now present on the overlay.

If the check box is selected, when adding or updating an individual and the employment status is selected, the ‘Employed by’ field will now also be present on the create/update individual pages.

Existing employed by statuses can only be updated if they are not currently being used and a tool tip will be displayed if an attempt is made to select the checkbox and it’s currently in use.

The individual import will display the change of employment status and the employed by value.

If the employed by value hasn’t been included where it is required, the import will show as invalid and will display a tool tip advising that the employed by value is required.

SoR/RS : Add Branding logo

Admin users with ‘System settings’ access will now see a ‘Company logo’ option on the system settings page.

If no logo previously existed on the certification defaults page, when viewing the company logo for the first time the page will display the upload option with text advising that no logo has been added.

Selecting the ‘Upload logo’ option will enable the ‘Upload logo image’ overlay where the required logo can be added.  If the selected file size is too big a warning message will be displayed. 

When the image has been uploaded the page will display the logo and PDF display setting options.

The logos are also managed from this page where they can be removed or a new logo uploaded as required.

If the logo was previously added via the certificate defaults page, when viewing the page for the first time the logo and PDF display setting options will automatically appear on the page.

Please note: The ‘Show on certificate’ toggle will default to ‘On’ if a logo was previously added via the certificate defaults page and when an image is uploaded for the first time.  If it is not required on the certificate, toggle the option to the ‘Off’ position.

When toggled on, the logo will now display on a newly generated statement of responsibilities and responsibilities statement PDF and previews as well as continuing to work as before for certificates.

Add Staff Ref number to bulk import template for Assessment responses 

The Staff Reference Number has been added to the bulk import template for assessment responses. 

To view the import template, go to the ‘Responses’ page and click on the ‘Answer by question’ button. After selecting a question, there will be a button on the question page called ‘Export individuals for question’.

On the spreadsheet, the individuals SRN will be displayed next to the individuals name.

View committee on individual summary page 

A new option of ‘Manage committees’ has been added to the individual summary page.

When selected, the page will display the individuals firm(s) and provided the individual is not a senior manager in the firm, an option to add a committee to the individual will also be displayed.

Selecting the ’+ Add committee’ option will open the add committees overlay, where all the committees available to the individual will be displayed.

To add a committee, select the check box against the required committee.  The position and ‘Is attendee’ fields will then be enabled, and the required position can be selected.

Selecting the ‘Add’ option will add the committee to the individual.  The committee position can be altered by selecting the pencil icon or removed by selecting the bin icon. 

The individual will also show as being a member on the firms committee page.

When an individual has been added to all the available committees or no committees exist for the firm the add committees overlay will confirm that there are no committees available to add to the individual.

When viewing the 'Manage committees’ page for senior managers, there will be no option to add a committee from this page.  An information banner will advise that the management of committees must still be done via the statement of responsibilities. 

Any committees displayed on the individuals latest SoR will be displayed on the individuals and firms manage committee pages.

3 new columns added to the Assessment in progress report.

3 new columns of ‘Template name’, ‘Question section’ and ‘Response date’ have been added to the ‘All questions’ tab in the Assessment in progress report. 

Certification History Report

When a certified individual changes their role and leaves the certification regime, their certification history data will now remain on the certification history report. 

A new column of ‘Revoked date’ has been added to the report and will display the date a certificate has been revoked.

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