Summary of changes

Change password – Show/Hide password option

Forms users now have the choice to show or hide the password text when changing their password.

This change applies to the ‘Change password’ page accessed via the ‘My profile’ page (when logged in), or the ‘Reset password’ page (when logged out).

Each password field will have an eye symbol. Clicking each eye symbol will display the password text (as seen below). Click the eye symbol again to hide the text once more.

F&P enhancement - default to 'Only assign questions relevant...'

When selecting to use a template on the multiple assessment wizard, the ‘Only assign questions relevant to each individual’ will now be selected by default.  If all questions are required to be assigned to all individuals then the relevant option can be selected in the usual way.

F&P export questions per template

When viewing an assessment template, a new option of ‘Export questions’ is now available.

When the option is selected, the questions will be exported to an Excel spreadsheet and downloaded automatically.

The export will include all Form A, Custom and statement questions that are included in the template and will display the following fields:

Section, Question, Question type, Result required to pass, Is documentation required to pass?, Allow additional detail, Stage, Review comments, Self assessment only, Template only question, Firm name, Position, FCA Role, Template name, Automatic document filing, Documentation folder, Document type.

F&P Enhancement – Show additional details on multiple assessment summary

The multiple assessment summary page has been updated to include several details relevant to the multiple assessment.

The summary page will now include the following details which were selected during the assessment creation:

·         Template

·         Include individuals expiring soon – yes/no

•    If yes, show ‘expires within x days’

·         Include inactive individuals – yes/no

·         Assessment valid from

·         Expiry date/expiry period

·         Created date

·         Created by

Forms login - Ability to resend welcome email with first set password link

The ‘welcome email’ that can be sent to ‘Forms’ users can now be sent more than once.

The ‘Send email’ button will remain on the user profile and can be used as many times as needed. Each new e-mail will invalidate the one previous.

Once a password has been set, the ‘Send email’ button will be removed from the user profile.

Assessment - Update answer by question export sheet columns

When a user who is a respondent on an assessment(s) and they view the answer by question page and export the answers for a single question, the export file will now display the individuals details into the following columns:

·         Individual

·         Staff reference number

·         Type (Fit & proper, Attestation, Good repute)

·         Assessment name

·         Answer

·         Additional detail

The question and section fields remain unchanged.  Once completed the export file can be imported in the usual way.

Support Tickets

Certification - SHF relevance on certificate PDF being pulled from default/overall rather than firm's

Delegation - Multiple firm individual issues

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