Summary of changes

Assessments:

Reviewer settings – Assessment template

Reviewer configurations can now be added as part of an assessment template. Previously, all templates used the reviewer configuration on the assessment set up page.

Each assessment template page will have a new button labelled ‘Configure reviewers’.

This will load a ‘configure reviewers’ overlay that is just for this template. The default options on the overlay will be the same as the reviewer configuration on the assessment set up page.

Once set, any assessments created using the template will use this reviewer configuration instead of the assessment set up reviewer configuration.

Reviewer settings - Assessment wizard

The assessment wizard (single and multiple) will now display the review settings that will be used for the assessment on the Reviewers tab.

If a template is not used the assessment will use the default settings added on the assessment set up page and will show that the ‘System review settings’ are being used.

Where a template is selected, the reviewer setting will show that the ‘Template review settings’ are being used.  This is regardless of whether a specific review setting has been added to the template or whether the template is using the default settings.

Show last background screening date on assessment questions – Configuration

Assessment configurations have a new option to add a background screening date to a question.

When the background screening feature is turned on, there will be a new ’Show additional data’ advanced option on the create/update question page.

Within the ‘Show additional data’ dropdown will be an option for ‘Show individual last background screening date.’

Once set, the option will appear on the manage sections & questions page.

Add background screening date to assessment questions

An individuals background screening date can now be added for reference to an assessment.

Once a question has been configured to show the background screening date the date will appear in the following places (read-only):

·         Responding to, or reviewing an assessment

·         On the assessment summary page

·         On the assessment PDF

Display SHF's against firms

When viewing a fit and proper assessment an individual who is certified and they have an issued certificate, the assessment summary page will now display all the individuals' firms and where appropriate, the SHFs linked to each firm.

Where the individual is in multiple firms a ‘Show more’ option will be available. Which. when selected will expand to display all data.

Selecting the ‘Show more’ option, expands the field to display all firms.

Support Tickets

Issue with Audit history access

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