This page lists some of the recent changes to PICSWeb.
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7th May 2022
General
When filtering lists by Status or Workflow Status, using the “None Of” option would sometimes exclude too many items from the list. Now fixed.
Learners
Review Ratings fields have been brought over from desktop.
Document Generation is now available for Units, Contact Hours and Enrolments.
Workflow Status is now an optional column on the Learner List
Next of Kin details are now available on the Additional tab when creating a new Learner.
Bug Fix: Change Apprenticeship Standard Code was not limited to the Standards of the same level as the Learner is currently.
Learner Qualification list can now be filtered by Contract.
Learner Placement list can now be filtered to Is Current.
Applicants
Site is now an optional column of the Applicant List.
Postcode is now an optional column of the Applicant List.
Government Cap for Apprenticeship Standard is now show on the Financial Details.
Courses
Session list can now be filtered by Site.
WebForms
Bug Fix: Picklists for DLA, EDF and SEN are now available.
All “File” WebForms not longer require “Applicant/Learner Send to Form Capture” and can now be created by any user with the “FCA Client User” or “Forms Management - Create Forms” permissions.
Bug Fix: When using the Create WebForm button to create an empty instance of a WebForm the link in the email will no longer be broken.
Bug Fix: WebForms can no longer be submitted multiple times by having the same form open in multiple tabs/windows.
Reports
Optional Field searching now works better with expandable fields, such as officers and organisations.
Enrolment reports can now be filtered by the Course Start and End dates.
Claim History report performance has been improved.
Opportunities report now has output of Qualification Plans and linked Learner and Applicant counts.
Applicant Report now has output of ILR Prior Attainment.
Bug Fix: Communications reports were incorrectly reporting the Type.
Learner Qualification report can now be filtered by Registration Number.
Learner Qualification report can now be filtered to include Deleted and Archived Learners.
Learner ILR Aims report can now be filtered to include Deleted and Archived Learners.
Learner ILR Aims report now has output of Delivery Qualification Status.
Learner Units report can be now be filtered by Unit Reference and Linked Qualification.
Form History report can now be filtered by the History Status.
Added Note reports for Learners, Applicants, Officers and Organisations.
The Projected Funding reports now
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includes learner ILR output fields.
Added Status History report for Learners
Learner report now has an optional output for Workflow
The Projected Funding By Learner, and Projected Funding By Learning Delivery reports now have an output option of “Total Overdue”, which is the sum of funding which has been projected into the next unfinalled period because they are overdue.
The Projected Funding
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Individual Items report now has an output option of “Overdue Projected Item” to identify funding items that have been projected into the next unfinalled period because they are overdue.
The “Projected End Period” output in the Projected Funding reports was showing the next unfinalled period at the time the report was run. It now shows what the next unfinalled period was at the time the projected funding was calculated.
The data change reports for learners, applicants, organisations and officers can now be filtered by old and new values.
A new System Logs Report is now available.
Month End
The Funding Calculator’s Funding Details report’s Summary sheet now separates out PMR totals from the FM36 totals as an additional row.
The QAR Reconciler no longer shows a “Value cannot be null” error when reconciling an Education & Training report.
The Projected Funding Calculator now produces a downloadable report against each year that summarises the funding calculated and highlights any process warnings encountered.
25th April 2022
Bug Fix: Forms that are set to auto approve are completed in guest mode and for certain types of forms, this was causing an error that could result in form duplicates. Duplicates are no longer created.
QAR Report: New optional fields have been added for SSA Codes and Tiers. These use the SSA code relevant to the report type - for Apprenticeship Programmes this is the Standard/Framework+Pathway SSA code, for other reports it is the aim SSA from the LARS database.
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The wording of whether a Learner, ILR Aim, Destination & Progression, or Workplace is included in the ILR has been standardised across data entry and reports. The variations of Export Status, Report in ILR etc. are now all referred to as ILR Export Status with options of Include in ILR Export or Withhold from ILR Export. This will need updating in existing reports and documents that use this field.
Ending a Break-in-Learning will now copy forward the HHS, DAMs, Subcontractor/Partner UKPRN and Learning Start Date Postcode where appropriate.
Actions that change a Learner’s Break-in-Learning status now refresh the whole page to ensure that the correct Start, Cancel, and/or End options are shown.
Learner Sex is now an optional for non-ILR Learners.
Learner Status filtering now includes an option for “In Learning and Last Year Leavers”.
The Learner Reference Number can now be set if there is not already an existing LRN for that learner. This only affects commercial learners who have been stored in PICS for several years, or where a new learning episode has been created for such a learner.
Editing the postcode on the ILR Learner Edit screen will now trigger a background update of postcode information.
Changes have been made to the ILR validation to reflect the ESFA Validation Rules version 5. These include:
New rules LearnDelFamType_108, Fworkcode_07, AchDate_12 and R133.
EmpId_13 (Employer ID cannot be 999999999) has been downgraded to a warning.
Minimum duration rules for Apprenticeship Standards (DateOfBirth_46 and DateOfBirth_47) are now applied.
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Reports will now be aborted if they take more than 2 hours to run.
Reports are now limited to 200 optional fields.
For outputs linked to organisations, the following fields have been added to help report on the geographic spread of linked organisations: Ward, Ward Name, Region, and Local Authority.
Site filters in all reports are now multi select.
New Reports
A new report, Contracts Report, has been added to report against contracts.
A new report, ESF Contracting Report, has been added to report against ESF Supplementary Data.
Learner Report:
Performance improvements have been made to populating fields defined on the base Learner report.
Performance improvements have been made to populating UDF fields.
Filtering by Apprenticeship Service Status has been added.
Output of Age Band has been added to show the current Age Band.
Output of Programme SSA Tier 1 Title has been added.
Output Programme SSA Title has been renamed to Programme SSA Tier 2 Title. This will need updating in existing reports and documents that use this field.
Output of Source Applicant ID has been added.
Output of ILR EPA Organisation ID and Location have been added.
Output of the “Current LSF” field has been fixed. It was previously showing “Any LSF”.
Output of Start / End Reported Period fields has been added.
Learner Assessment Report
There were 2 fields name Title - for the Learner honorific and the Assessment Title - which could cause errors. The Assessment Title field has been renamed “Assessment Title”. This will need updating in existing reports and documents that use this field.
ILR Learner Report
Non ILR Funding Organisation can be included in this report - you must specify the Funding Organisations to include in the report options.
Filtering by ILR Employment Status has been added. This will return Learners that have any Employment records with the selected Statuses
Filtering by ILR Employment Monitoring has been added. This will return Learners that have any Employment Monitoring with any of the selected values.
Learner ILR Aims Report
Non ILR Funding Organisation can be included in this report - you must specify the Funding Organisations to include in the report options.
Non ILR Aims can be included in this report - you must specify the Aim Types to include in the report options.
Filtering by “Aim records added between dates” has been added.
Filtering by “Aim records with completion fields changed between dates” has been added. The fields are End Date, Completion Status, Learning Outcome, and Employment Outcome. Achieve date is also included on Programme Aims.
Output of EPA Organisation Location has been added.
Output of HE fields has been added.
Reviews Report
Output of Count of Attached Files has been added.
Change Request Report
Filtering by the Date the request was rejected has been added.
Output of the Date the request was rejected has been added.
Output of the User who rejected the request was has been added.
QAR Report
A new report type has been added: Apprenticeship Component Aims. This allows you to report across all apprenticeship component aims instead of just the programme aims. This is the equivalent of the “Report on comp aims (not prog aims)” option in desktop reports.
Completion, Retention and Pass totals and charts are now available for all report types, not just Education and Training reports. A new menu to select the type of table you wish to display has been added to allow this to be selected.
Achievement Rate forecasting (minimum and maximum rates) has been added to the QAR report. This will calculate a maximum learner total based on learners who are still in learning and could potentially still achieve, this is added to the existing achievement rate. Maximum rates assume that all of these learner will achieve, minimum rates assume that none of them will. A new menu to select the type of table you wish to display has been added to allow this to be selected. Any existing reports must be re-run to calculate the forecasting data.
New QAR reports will default to use the Interactive output mode. Existing saved reports are unaffected.
Output of Outcome Grade has been added. This is taken from the Main Aim for reports based on Programme Aims.
The QAR report can now be filtered by Site, Contract, UKPRN, or ILR Export Status for learners and aims.
The QAR dataset now includes a QAR Notes output which provides helpful notes when the overall year is modified due to events such as overdue planned breaks, or programme aims at EPA.
Learner Timeliness report. This is a new report which shows the time taken to enter key dates on a learner or aim, such as start, end, or achievement. It also includes changes to key dates to allow better monitoring of when these changes occur.
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