This page lists some of the recent changes to PICS. We also have a list of known issues being investigated.
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Workflows
Reports
Month End
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11th April
Courses
A new Course Type filter is now available on the Sessions list.
Two new course filters have been added when enrolling a learner or applicant on a course: Delivered By and Delivered For.
Reports
A new Expected Weeks of Learning (OTJ) field has been added to the ILR Learners report. this matches the calculation method used in the OTJ Hours Calculator published by the ESFA.
There have been several improvements to the Apprenticeship Accountability report to align the indicators with the ESFA dashboard calculations:
We’ve added several new Off-the-Job Hours fields to the report based on the recent OTJ Hours Calculator published by the ESFA. The Create Apprenticeship Accountability Dashboard feature has also been updated with three new widgets including these fields with thresholds matching the ESFA supplementary indicators specification.
Minimum OTJ Hours Required
Minimum Planned OTJ Hours Requirement Not Met
Minimum Actual OTJ Hours Requirement Not Met
Minimum OTJ Hours Requirement Not Met (Planned or Actual)
We now include more programme aims in the report:
The aim ended before the report period but the Achievement Date is during the period.
The Export in Year field is set to Always for the ILR year of the Report Date.
The learning episode contains any aim (programme or component) where the Export in Year field is set to Always for the ILR year of the Report Date.
Aims ending within 42 days of their start date are now only excluded if they not restarted aims (RES FAM = 1)
Aims are no longer included in the report if their start date, or the date they were entered into PICS, is after the Report Date.
Aim end dates are no longer included in the report if they were first entered into PICS after the Report Date.
Interactive reports and Dashboard widgets which use the Sum function on a decimal or currency field no longer show an “Unable to cast object” error.
Saved interactive reports can error when creating the charts with an error “Unable to cast object…”. Now fixed.
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Added the ability to fire off a WebHook as a Post Transition Action. Both GET and POST calls are supported.
Added a new date function for Post Transition Actions. The Effective Date function will use the date entered into the effective field. This can then be further modified by using the Add Days, Working Days and Date Only options.
Added a new Post Action for creating Learner and Applicant user accounts.
Month End
The funding reconcilers were not working with a “Stream was not readabable” error message. Now fixed.
The Data Match reconciler’s report now includes the column “Apprenticeship Service Status”
The Funding Forecasting export now has an option to split “Split Additional Amounts” which will replace the Additional column with additional rows for each claim type making up the Additional value.
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A new location has been added for User Defined Forms: Learner Qualifications. This location can be set for any UDF where Leaner is selected in the Form For field, and will be shown in the Qualification Summary page, and Qualification Tracking tab for ILR learning aims. Visibility filters for Qualification Reference, Qualification Type and ILR Qualification Type are available.
Reports
A new Learner Occupancy by Period report is now available. This will show all learners, broken down by period (calendar month or ILR period), and show the number of learners who started, ended or were in-learning in that period. The interactive output of the report will show a table displaying all periods and the total learners included in that period. This can also be published using dashboard widgets via the Saved Report widget type. This report is intended to replace the Officer Caseload report previously available in desktop PICS.
A new Column Analysis Field is now available in Interactive Reports and Dashboard widgets. This can be used with Table reports and when a field is selected, all values from that field will be shown as columns in the report, in addition to a Total column, similar to a pivot table in a spreadsheet. As part of this change, we’ve renamed Analysis Columns to Row Analysis Fields which provides a better description of their function.
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When creating learner milestones, the milestone description is defaulted from the description of the relevant base data milestone.
Reports
The No Planned OTJ Hours recorded and No Actual OTJ Hours recorded at Apprenticeship completion fields in the Apprenticeship Accountability Framework report are now only set for aims with Funding Model 36. This is because these fields are not available in the ILR for other learners.
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Changes to tags on records are now included in the change logs.
Reports
Change logs now include changes to tags. This includes adding new tags and removing existing tags in Configuration, and also adding and removing tags from Learners, Applicants, Organisations, Officers, Activities, Courses, Qualification Plans, Opportunities, Vacancies and Vacancy Applications. Changes can be seen under View Full Change Logs where the action exists, or in the various Data Changes reports. The Tags list in Lists and Types Configuration now allows searching by ID to find the name of the tag which has been changed.
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Creating and editing officers would allow the role to be skipped. This is not valid, so the role is now a required field.
Reports
A new report template has been added: “Applicant Course Session Report”.
Running reports which have become “stuck” and are no longer running can now be cancelled using the View All Running Reports button on the Available Reports tab within Reports.
The Funding Late Notified template would error when outputting custom relationships as an optional field. Now fixed.
The Officer report template would sometimes error when outputting custom relationships as an optional field. Now fixed.
The Users Report now has an optional output for User Phone Number.
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Filters on calendars with more than one option selected would not work correctly. Now fixed.
Month End
The status labels within the funding calculator and funding reconciler have been updated to be consistent with the rest of PICS.
Planned funding based on Planned Starts within Funding Forecasting was not respecting mid-year rate changes in the LARS. Now fixed.
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Incorrect validation meant that when editing applicants with an “AS RPL Identified” value of “Recognised prior learning has been identified”, it was not possible to save the applicant unless the “AS Duration Reduced By” value was 1 or greater. Now fixed.
Reports
All optional fields from a User Defined Form that has Visibility Group based restrictions would be incorrectly hidden from eligible users. Now fixed.
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USD is now available as a currency option for opportunities.
Reports
Course Session and Course Enrolment Reports: Main Tag and Course Tags fields would only work if attendance based fields had been selected. Now fixed to include tags whenever they are requested regardless of other field selection.
Applicant based reports now have an additional output option, “ILR EHC”.
The Course Session Attendance Report has had the following output options added: Programme Type, Attendee Start Date, Attendee Expected End, Attendee Actual End, Sex, Disability, Age, Ethnicity, Episode Planned Hours, ILR Planned Hours, and Programme Status.
The filter “All Appointments between dates” on Applicant, Officer and Organisation appointment reports is now working as intended.
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New Fields added to Applicant Sign Up Forms:
ILR Sex
Has Driving Licence
Has Own Transport
27th December 2023
Month End
Apprenticeship Funding Calculations have been updated with the new rates for English and maths aims.
17th December 2023
Reports
New report templates that have been added will now be indicated with a “New” label next to them. Searching the templates for the word “new” will include any new reports in the results.
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The Learner Qualifications list would set the Standard Filter when searching. A new option for the standard filter of Any has been added to prevent this.
Learning Delivery Monitoring (LDM) Codes have been update to match the latest specification
Changing to a non-ILR programme would result in an error if the learner has generic payment records. Now fixed.
Learner Validation has been updated to conform to the ESFA 2023 ILR validation rules specification.
Reports
Site Code is now available as an analysis column in interactive reports and widgets on the Learners, Applicants, Courses, and User Sites reports.
An Organisation Activity File Attachment report has been added to the report templates.
An Officer Activity File Attachment report has been added to the report templates.
Fixed an issue where User Defined Form single and multi select codes would not output if selected as an optional field.
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Uploading additional files to a course session could result in a bad request error. Now fixed.
URLs for signup forms to auto enrol applicants onto a course can now be generated from the Course summary screen.
Month End
The FM25 Funding Calculator has been updated with the latest published National Rates.
The T Level Funding Calculator was incorrectly funding Band 6 and above learners as Band 5 if the total planned hours for the learner was set lower than the band’s expected minimum hours. Now fixed.
Skills Bootcamp funding has been updated for 2023.
The Earnings Adjustment Statement data collection has been updated for 2023.
The Projected Funding by Learner, Projected Funding by Learning Delivery, and Projected Funding by Individual Items reports now have an output option of “Funding Line”. This will display the Funding Line as calculated by the Projected Funding calculations.
The QAR reconciler has been improved and shows clearer differences when an aim is excluded from the ESFA QAR report but not PICS, or vice versa. If the aim is excluded from both reports but the reason is different, this is not highlighted as a data difference unless other fields are also different.
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Contract Items for Skills Bootcamps now allow setting the contract type to either “Wave 3”, or “DPS Competition 1”
Reports
The “Total Programme Funding” output option within the Projected Funding By Learner and Projected Funding By Learning Delivery reports would sometimes cause the report to take a long time to complete or generate an error. Now fixed.
The Postcode Local Authority lookups have been updated.
The Site filter within the Learner Contact Report was not being respected. Now fixed.
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We can now enable the Advanced Mosaic theme by default for all users upon request
HTML Editors would not allow a link to be added correctly. Now fixed.
Fields that are always required now have a visual * indicator next to their label.
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Change logs for ULN and LRN and some other ILR fields were not being show in Recent Activity > Show Full Change Logs.
Full support for a “Preferred First Name” fields has been added to sign up forms, web forms, imports, data capture, reports and API.
Reports
Reports for outputting details of files attached to Appointments, Tasks and Communications for Learners and Applicants have been added.
The Claim History Summary report was not fully populating some ILR Learner fields. Now fixed.
The Vacancy Application report was showing records for deleted Applicants. Now fixed.
Month End
Funding Forecasting now allows profiling up to 9,999 planned starts per period per age band per Qualification Plan.
The FM35 AEB Funding Calculations were calculating the wrong Devolved Authority Disadvantage Uplift for the Greater London Authority. Now fixed.
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Funding Forecasting was not forecasting funding for T Level learners. Now fixed.
The FM25 Funding Calculations were not calculating funding for T Level learners if a learner had previously been on another Study Programme. Now fixed.
The FM35 AEB Funding Calculations now include Devolved Authority Disadvantage Uplifts to match the funding generated by the FIS.
18th August 2023
Month End
The option to reconcile 2023 funding reports has been made available within Funding Reconciliations.
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The OneFile integration now detects day light saving dates being returned from OneFile and adjusts them correctly.
17th August 2023
Month End
ILR files are no longer rejected by FIS or SLD if the HE Special Fee Indicator and Net Tuition Fee fields are both entered against any aim. This error was due to a mistake in the ESFA ILR schema.
The Funding Band Maximum was not being found for some Apprenticeship Standards. This resulted in process warnings within the Funding Calculator and Funding Forecasting for these Standards. Now fixed.
The Funding Calculator was incorrectly calculating an achievement element for aims with a Category of “Adult Education Budget - Work Placement”. Now fixed.
14th August 2023
Reports
The Projected Funding By Learner, and Projected Funding By Learning Delivery reports were not including the Total column header when there is no funding shown in the reports. This was causing Dashboard Widgets based on these reports to display an error. Now fixed.
Including Functional Skills Assessment details in learner and applicant reports could cause an error. Now fixed.
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Adding a note to a record could result in an error. Now fixed.
12th August 2023
Month End
ILR Exporter
ILR Exports conforming to the 2023 ESFA ILR Specification can now be produced. 2021 ILR files can no longer be created, but existing files can be downloaded.
ILR Export email notifications for 2023 exports now contain any export warnings.
Funding Forecasting
It is now possible to Add and Delete periods from an existing Funding Profile.
It is now possible to maintain Planned Starts Profiles, including the editing Planned Starts profiled against a Qualification Plan for each Planned Starts Profile.
The process to select a Qualification Plan to profile Planned Starts against has been improved.
From the Overall tab, a new action has been added against each period of the profile: “Qualification Plan Planned Starts Breakdown”. This displays a list of Qualification Plans which have profiled Planned Starts that contribute towards the Planned values in the profile for that period, which can then be loaded into the Planning tab.
A new Export action has been added: “Actual Totals Reporting”. This allows the running of Projected Funding Reports found within the Report section’s Templates list, with the report options pre-filtered to generate reports showing data contributing towards the “Actual” columns in the profile.
When saving Planned Starts, and then switching to the Overall tab of a profile, the newly entered Planned Starts would not be shown unless the profile was reloaded. Now fixed.
QAR Reconciler
The QAR report options are now defaulted correctly when using 2022 QAR extract files.
Funding Calculations
Funding Calculations have been made available for 2023
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Added a new Location for Activity Create. This allow user defined forms to be captured when creating an Appointment, Call, Email, SMS or Task.
Added User Defined Form visibility restrictions for Appointment Type and Class.
Learner Forms can be configured to show the latest Target Scan results for the applicant during the signature process.
Reports
Learners
The calculation of Expected Off the Job Hours to Date differed slightly from the Learner display when a Break-in-Learning had occurred. The reports version is now the same as the Learner display.
Learner reports containing ILR data have now been updated to use the 2023 version of annual fields, unless the report field explicitly shows a different year.
Employability Learners
Filtering by Purchase Order Number and Date has been added.
The JobCentre output field is now full organisation output not just the name
Vacancies
Output of the Officer Main Organisation has been added.
Appointments
Workflow and Workflow Main Status outputs have been added.
Created and Modified date filters have been added.
Communications
Workflow and Workflow Main Status outputs have been added.
Created and Modified date filters have been added.
Tasks
Workflow and Workflow Main Status outputs have been added.
Created and Modified date filters have been added.
QAR Report
The QAR reports (including the QAR reconciler) now conform to the calculations defined in the 2022 ESFA QAR technical specifications.
Reports with a Current Age filter could fail to update when saved interactive reports mode. Now Fixed.
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It is now possible to record ILR Employment Status Monitoring “Other Employment Type” (OET) codes against a qualification plan. These will be automatically added to the ILR Employment Status records for any new learners created using that qualification plan.
A PICS Contract can now be entered against a qualification plan. If this is entered, the contract value will be applied to any new learners created using that qualification plan.
The create process for a new learning episode no longer fails if a photo was attached to the previous episode, but the file record had been deleted.
If the delivery target for a learner was changed, existing skill scan answers would not display correctly. Now fixed.
It is now possible to apply a tag to a learner when they first complete a target scan. Each target can be configured to use a specific tag.
Learners can now perform an on demand target scan if they do not have an scheduled scans in the next 2 weeks.
Files tab now has the option to show files from other episodes.
Notes tab now has the option to show notes from applicant and other episodes.
Creating a private learner no longer has empty drop downs for the following fields: LLDDs, Primary LLDD and Disability Self Assessed.
Reports
General
⚠️ A database maintenance window is being introduced from 23:30 to 03:00 each night to avoid reports from failing and interrupting database maintenance task. More details can be found in this blog post.
Interactive bar charts showing a small number of results (fewer than 10) will no longer show counts as decimal numbers, or duplicate values.
Reports and dashboards can now be shared with specific users and teams. If the sharing type is Shared but no users or teams are selected, the report or dashboard is shared with all users.
The width of the chart labels has been increased to allow for longer labels to display fully.
Learners
A report of Initial Assessment result associated with Learners has been added.
A report of Tasks associated with Learners has been added.A report of Provisions associated with Learners has been added.
Output of Related Organisations and Officers has been added. The new fields appear in the Optional Fields list before the User Defined Fields.
More output fields have been added to the Status History report including Main & Sub-Status Description & filtering to Latest Status Only.
On the Review Summary report it is now possible to specify how the “Next Review” is chosen. The current behaviour of “First Future Non-attended Review” or the “First Non-attended Review”.
Learner Assessments report now has a Data Sort Order option including a variety of Due & Done Dates, Title and For Reference. The default option is Due Date.
An age range filter has been added to the Learners, ILR Learners, ILR Aims and Applicants reports.
Applicants
A report of Initial Assessment result associated with Applicants has been added.
A report of Tasks associated with Applicants has been added.
A report of Provisions associated with Applicants has been added.
Output of Related Organisations and Officers has been added. The new fields appear in the Optional Fields list before the User Defined Fields.
More output fields have been added to the Status History report including Main & Sub-Status Description & filtering to Latest Status Only.
Projected Funding
⚠️ The Projected Funding By Learners Report has 2 fields called “Learner Funding Age Band“ one of these has been removed. This may alter the output of your saved reports.
Organisations
A report of Tasks associated with Organisations has been added.
A report of Provisions associated with Organisations has been added.
A report of Agreements associated with Organisations has been added.
Output of Related Organisations and Officers has been added. The new fields appear in the Optional Fields list before the User Defined Fields.
More output fields have been added to the Status History report including Main & Sub-Status Description & filtering to Latest Status Only.
Reports with “Has Current Learners” filters now have 2 more filters “Has Current Learners with ILR Employments” and “Has Learners with Current Placements”.
Officers
A report of Provisions associated with Officers has been added.
Output of Related Organisatons and Officers has been added. The new fields appear in the Optional Fields list before the User Defined Fields.
Vacancies
A report of Provisions associated with Vacancies has been added.
Tasks
A Task report has been added.
Opportunities
More output fields have been added to the Status History report including Main & Sub-Status Description.
Forms
Optional Output fields for Status Reasons have been added to reasons for Rejection, Reassignment and Deletion.
Courses
The Course Data Changes report now shows results when the table name filter is set.
Anonymous Surveys Report
A new report has been added to look at the answers for anonymous surveys.
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It is now possible to create surveys to be completed by anonymous users. For these surveys, a dedicated URL will be generated that you can send out to your target audience. All answers recorded will be anonymous from a point of view of being linked to other PICS Records.
Anonymous Answers can be viewed in the survey summary screen.
The new Anonymous Survey Report can be used in conjunction with Saved Interactive Reports to provide visual dashboard summaries of answers.
Month End
Skills Bootcamp calculations have been added to the Funding Calculator and Projected Funding.
It is now possible to reconcile Skills Bootcamp funding.
The Data Match reconciler was not always identifying the correct PICS Episode for a learner. Now fixed.
The App Monthly Payments reconciler’s option to perform Levy adjustments was setting the incorrect Claim Type of “N” for newly created Claim Items. Now Fixed.
Funding Forecasting
The Export now splits the Actual funding column into multiple columns identifying different Actuals funding types.
A new option “Include Optional Aims When Calculating Planned Starts Funding” has been added to the Setting screen to determine if optional Qualification Plan Qualifications are included in the forecasting calculations.
The “Planned In Learning” column was ambiguous as to its meaning, and has been removed from the profile tables. The Details view now shows Planned In Learning for a given period, along with the total Expected In Learning representing the Planned In Learning plus the Actual In Learning figures.
The Export now includes columns for Planned In Learning and Expected In Learning.
When forecasting funding for Qualification Plans the Source Of Funding is now only compulsory for AEB programmes and FM25 Traineeship programmes.
The ILR Exporter will no longer write Prior Attainment records dated after the latest aim start date being exported in that ILR file. This is to prevent PriorAttain_09 errors when future year ILR aims are added before the 2022 year end.
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Our HTML editors have been extended to allow hyper links to be included in the text.
16th May
Reports
Applicant and learner status history reports could both include applicants and learner. Now fixed.
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ILR Exporter has had some performance improvements to reduce stress on the application during busy submission periods.
10th May
Reports
Performance improvements to specific scenarios in Course Session Attendance, Applicant & Learner Enrolments, Qualification & Achievement, Forms Status History, Form Status and Course reports.
3rd May
Reports
Officer reports have been optimised when including user defined fields in the output
Organisation reports have been optimised when including user defined fields in the output
Opportunity reports have been optimised when including user defined fields in the output
Vacancy reports have been optimised when including user defined fields in the output
Vacancy Application reports have been optimised when including user defined fields in the output
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Pasting images when logging an email would be lost. Now fixed.
Subjects containing unicode characters would cause an error when using dropbox email. Now fixed.
Reports
Applicant communications report has been optimised
29th April
Reports
The Course Session Attendance Summary report now includes the totals row when exported to spreadsheet.
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⚠️ Significant changes to how Applicants are stored in the database - https://www.pellcomp.co.uk/theblog/important-information-for-users-of-pics-applicants
Prior Qualification list now displays the Qualification Reference and Title.
Imports of multiple Applicants now produces an entry in the Import History containing a log file detailing if the record was matched or added. Performance has also been improved by allowing you not to tag each record.
A new automation feature for communications has been added, this can also be used to set up appointments and course enrolment reminders.
Reports
General
Saved Reports list can now be sorted by Type, Created, or Name.
Appointment Description has been added to all Appointment reports.
Output of just the code values for User Defined Dropdown and Checklist fields has been added.
Database Administrators can now see all running reports from the Available reports tab, and abort them if required.
Duration can now be output for calls in all Communications reports.
Created By User information can now be output in all Files reports.
Learner
🆕 a Learner ILR Aim FAMs report has been added.
🆕 a Learner Vacancy Application report has been added.
ILR Learning Aim Report generation has been optimised.
ILR Destination & Progression Report generation has been optimised.
ILR Learner Report - Output of Actual OTJ Hours is now available.
Learner Component Report - Filtering by Component Type and Stage is now available.
Learner Component Report - Sampling Method now included in IQA summary.
Learner Sessions Report - Output of Attendance Notes is now available.
Episode Original Start and Learning Original Start dates can now be output on all Learner reports.
Reviews report can now be filtered to reviews that are Late or Overdue by a range of days.
Reviews report can now output the number of days Late or Overdue a review is.
Reviews report can now output if a review was Late or is Overdue.
Learner Data Changes report can now be filtered to records that have the Learner Main Qualification Reference in the Extra Key.
Learner Data Changes report can now be filtered Learner Achieved Target field.
City & Guilds Status can now be output in ILR Aim and Qualifications reports.
Prior Year Partner UKPRN can now be output in ILR Aim reports.
Needs Authorisation, Has Attachment and Unique ID are now available for output on Learner Change Request reports.
Contract code is now available for output.
Other System ID is now available for output.
More ILR Work Placement details are available for output on Placements reports.
Applicants
🆕 a Applicant Vacancy Application report has been added.
Created By User information can now be output.
Forms
Form Report generation has been optimised.
Filtering by Form Template is now available.
Form IDs are now a navigation link in interactive reports / dashboards.
Officer
Task Report - Output of Regarding and Done By Types and IDs is now available.
Projected Funding
Projected Funding By Learner Report - Two new optional outputs, “Total Episode Funding” and “Total Programme Funding” have been added.
Projected Funding By Learning Delivery Report - Two new optional outputs, “Total Aim Funding” and “Total Programme Funding” have been added.
Courses
The Course Session Attendance Summary report is now available. This allows you to see a summary of course attendance records broken down by type (present, late absent). The report is also available for use in dashboard widgets.
For Qualification details are now available for output.
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A custom logo, From name and message can now be added to all emails sent from PICSWeb. Settings can be accessed by database administrators in Configuration > Integrations > Email.
Dropbox Email now supports forwarding emails as attachments that have been sent to users from applicants or learners.
Data change logs writing during scheduled data exchanges now use a specific username for each integration, rather than the username of the user who enabled it.
bksb
The Result value could have resulted in a value < 0 due to a calculation error. Now fixed.
A link to view the learner or applicant in bksb has been added.
Smart Assessor
It is now possible to withhold Sex, Ethnicity and Disability when exchanging data with Smart Assessor. This can be configured in Configuration > Integrations > Smart Assessor.
A link to view the learner in Smart Assessor has been added
Month End
Funding Calculator - It is now possible for users with the DB Admin user permission to select a period to draft or final if periods have not been finalled for a number of months.
Funding Forecasting - It is now possible to export the data shown in the Overall tab and the Planning tab.
Funding Forecasting - A toggle has been added to the Summary page to enable viewing the financial data in a cumulative, profile start to date, mode.
Funding Forecasting - It is now possible to view Periods as a calendar year and month date view. The default view can be set via a new Settings option in the Actions list on the Funding Forecasting profile list page.
Funding Forecasting - The speed at which profiles load have been increased. Controls are now disabled during the loading and saving of profiles to prevent data corruption.
Funding Forecasting - A bug was identified which would cause the Overall tab’s Planned funding amounts to be calculated based on Planned Starts for Qualification Plans that do not generate funding. Now fixed.
A new subcontractor rate type of “Learning Support Funding (LSF) rate” has been added for apprenticeship programmes.
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File lists now make use of the Preview option if configured.
Mosaic Theme now has dedicated icons to match.
15th March 2023
Reports
Surveys
Surveys reports would error if there was a multi select answer with no answer recorded. Now fixed.
Vacancies
Vacancy Application reports could include details of Applicants/Learner not in the Users Sites list in Strict Sites mode. Now fixed.
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Vacancy Applications now has bulk editing of more fields including Start & End dates, Contact & Officer and Outcome.
Vacancies & Vacancy Applications lists can now be filtered by Employer.
The Vacancy Application list now respects the sites of the linked Learner or Applicant record in Strict Site mode.
⚠️ The Vacancy Applications list is now filtered by the Vacancy’s Employer Sites in Strict Site Mode.
Reports
General
Report output fields which are shown when a different field is selected are now included in the available analysis fields in interactive reports. Examples include the Course Attendance Summary fields or form signature fields.
Reports no longer fail to run when writing very large string values with more than 32767 characters to a spreadsheet.
Dashboards
Dashboards can now be cloned. This will create a copy of the dashboard and all widgets including the widget settings, although it will not copy the underlying reports for widgets set up using “Use a saved report for this widget”.
Interactive charts showing percentage fields now have the range of 0 to 100% and the values display as percentages. Percentage values in tables and raw data views are now formatted as percentages to two decimal places.
Currency values in interactive reports are now displayed correctly with a £ sign and to two decimal places.
The error The REPORT_DATA_FILEGUID field is required no longer appears when deleting a report with an output type of Interactive for Dashboard.
Exporting widget data to a spreadsheet no longer fails if a large number of filters is used for the widget.
Learners
Learner Payment reports now include more fields from the associated Delivery Qualification.
The Aim Provider Monitoring fields for programme aims in the Projected Funding reports are now populated correctly in line with the values entered in the ILR.
The Attendance Summary on the Learner and Learner Enrolments reports can now be calculated to a specified date range.
TNPs are now shown for Apprenticeship Trailblazers.
A “Last Status Change By” field has been added to Learner reports.
Applicants
A “Last Status Change By” field has been added to Applicant reports.
Organisations
Organisation Payment reports now include more fields from the associated Delivery Qualification.
A “Last Status Change By” field has been added to Organisation reports.
Output of Site Codes has been added.
Courses
Course Attendance Summary calculations can now be filtered to include only Learners or Applicants.
Course Enrolment & Session Attendance Reports can now be filtered to include only Learners or Applicants.
Session Attendance Report can now be filtered to only output when no attendance has been recorded.
Reports can be filtered to Course Organiser and Leader.
Vacancy
Learner and Applicant ID fields have been added to Vacancy Application Reports.
Surveys
Measures have been added to prevent the Survey Response reports from erroring with a 1500 (Failed to load Unicode support DLL) error.
Data Changes
The Data Changes reports can now be filtered to multiple field names by adding multiple fields to the Field Name filter, separated by a space.
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🆕 A new Document Generation type of “Learner Delivery Plan” has been added to allow generation of “Action Plan” documents based on the new “Learner Delivery Plan” report. Help and guidance will be linked here.
The Planned Hours tab of the ILR now has a clearer display of hours and includes more information on which learning episodes are used to calculate planned hours for the LRN.
If entered, planned learning and EEP Hours for previous year are now displayed on the Planned Hours tab of the ILR.
Entering planned learning and EEP hours for a learning episode now instantly shows the total learner hours.
The ILR learner validation now conforms to version 4 of the ESFA validation rules specification.
Some missing T Level validation rules have been added: ProgType_18, ProgType_19, ProgType_20, AimType_08, AimType_09.
A new Other ESFA Adult (non funded) programme has been added. This can be used to enter learners on programmes with Funding Model 99 aims, such as Multiply.
"Number of Overdue Reviews" and “Number Overdue Components" KPIs have been renamed “Learners with …”
Aims with Funding Model 99 (non funded) can now be added to Community Learning ILR learners.
Number of signatures are now shown on reviews and evidence lists.
Month End
The ILR exporter no longer sends RUI codes 5 and 6 if there are no aims starting before 1st August 2022.
Planned learning and EEP hours are no longer exported for T Level learners.
Programme aim planned hours are now exported for T Level learners.
The Apprenticeship Co-Investment Contributions Funding Reconciler would throw an error if there are blank lines at the end of the report. Now fixed.
The FM36 Funding Calculation was incorrectly using the earliest start date of all of an apprenticeship programme’s aims to determine the apprentice’s age when it should have only looked at programme aims. Now fixed.
The FM36 Funding Calculation was calculating Over Cap payments incorrectly where there are more than one Price Episode within a programme. Now fixed.
The Funding Calculator was still generating a process warning for employers with ID “999999999”. This process warning has been removed for 2022 calculations onwards.
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⚠️ Important: Enforced Two Factor Authentication for all users can now be enabled in Users & Permissions.
A user's Two Factor Authentication settings can be reset in the User summary in cases where they have lost access to the device where the authenticator application is set up and they don not have access to any recovery codes.
User Group and Status has been added to Bulk Edit Users.
User Status has been added to Group membership list.
User Group list no longer shows irrelevant columns.
Reports
Applicants
🆕 An Enrolments report has been added.
Learners
🆕 A new “Learner Delivery Plan“ report has been added to allow Document Generation of “Action Plan” documents. Help and guidance will be linked here.
The QAR now has an additional table option of Achievement Rate (Latest Year) which only shows the latest year included in the report.
Output of “More Site Hierarchy” has been added.
Learner Data Changes report was not respecting the Officer Tags filter. Now fixed.
QAR Reports now has output of LARS Basic Skills Type.
Expected & Elapsed Days of Learning were returning incorrect values for Apprentices. Now fixed.
Output for “Expected Weeks on Programme” and “Expected Week of Learning” have been added.
Projected Funding reports have output of Level and Partner UKPRN where appropriate.
Vacancies
Output of Vacancy Tags has been added.
Output of Vacancy Application Tags has been added.
Users
Filtering by Create, Modified and Last login dates has been added.
Filtering by User Group has been added.
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Fields can now be marked dormant to hide them from data capture and reporting.
It is now possible to configure forms for Tasks
Help tooltips are not supported on header and group questions
Reports
General
Failed reports can be deleted from the Available Reports list.
Qualification Plan filters now allow multiple selections and include is in selection, is not in selection, is blank and is not blank filtering modes.
Contract filters now allow multiple selections and include is in selection, is not in selection, is blank and is not blank filtering modes.
A new report Output Type is available: Interactive for Dashboard. This will allow the report output to be used in a dashboard widget.
Outputs of Last Workflow Status now have a field outputting just the date.
Interactive report tables now show a Total row for Count and Sum analysis methods.
A “Report has failed to run” email will no longer be sent if the report was run successfully, but the first attempt at sending a success email failed.
Learners
🆕 A Learner Officers report has been added that includes all Officers directly linked to a Learner including those linked by Relationships.
🆕 A Learners Organisations report has been added that includes Organisations linked to the Learner by Placements and Relationships.
🆕 A Learner ILR Employment Statuses report has been added.
🆕 A Learner Session report has been added. This included Attendance details.
🆕 A Learner Review Signatures report has been added.
🆕 A Learners without Review report has been added, allowing reporting of Learners who don’t have a review in the defined dated range. Revew Type and Attendance status can also be used to filter the data.
🆕 A Learner Components report has been added, allowing reporting of Portfolio Components.
🆕 A Learner Target Scan report has been added, allowing reporting of Portfolio Target Scans.
An Episode Status Filter has been added to Learner reports. Options include In Learning, Leavers, and Yet To Start.
A filter by related Officer Tags has been added.
ILR Aims report includes GLH from the Delivery Qualification.
ILR Aims report includes output of the qualification's SSA.
ILR Aims report can now be filtered to aims that have been exported or not in the current and/or previous year.
ILR Learner report can now be filtered to Learner with aims that have been exported or not in the current and/or previous year.
Learner Qualification report includes output of the qualification's SSA.
Assessment report can now be filtered by what the Assessment is of Learner, Qualification, Unit etc.
Learner report includes output of the result of most recent validation.
ILR Learners report includes output of the Episode Planned Learning/EEP Hours.
The Traineeship QAR report no longer fails to run with a TraineeshipFM35WorkExperienceAims error.
The QAR report now includes the Learner Reference Number field by default.
Apprenticeship Level and Title are now available as optional fields in the QAR report.
Output of Expected Months on Programme and Expected Months of Learning has been added.
Enrolment Report is now sorted by Name and Enrolment dates.
Qualification Report now outputs the same Statuses as displayed in the Learner Delivery Plan list of Qualifications.
Output of TNP Totals has been added.
Output of Apprenticeship Standard Government Cap has been added.
Reviews reports can be filtered to exclude Reviews due after a Learner has left.
Funding Age Band has been added to ILR Learner and ILR Aim reports. The calculation takes into account Funding Model, EEF and Programme Start dates as appropriate.
The Timeliness report would fail to run if invalid dates were historically recorded against a learner. Now fixed.
Learner Payment reports can now be filtered for blank dates, including Expected, Paid, Authorised, Invoice and Claimed.
Data Change Reports now has an “Exclude Extra Keys” filter.
Learning Start, Learning Expected End and Learning End fields are now taken from latest Main ILR Aim when there is no programme aim, otherwise taken from the Episode.
Applicants
🆕 A Learner Officers report has been added that includes all Officers directly linked to a Learner including those linked by Relationships.
🆕 A Learner Organisations report has been added that includes all Organisations directly linked to a Learner including those linked by Relationships.
Filtering by System Status allow output of Deleted and Archived record.
Age Bands output has been added.
Officers
Appointment reports can now be filtered to include Appointments the Officer is the Organiser for.
Appointment report now can output what roles the officer plays in the appointment.
Filtering to a specific Officer or Superior has been added to all Officer reports.
Courses
Output of number of Enrolments.
Attendance summary by Course has been added.
Output of Course Notes has been added.
Output of the number of session linked to a Course has been added.
Output of the Course Site has been added.
Opportunities
Output of the Quantity for Qualification Plans
Output of the linked Organisation’s Sites has been added.
Vacancies
Output of Qualification codes and title has been added.
Output of Qualification Plan codes and title has been added.
Output of the linked Organisation’s Sites has been added.
Forms
The Field and Value filters now support space separated values - allowing search where the value is X or Y etc.
Users
🆕 A User Officers Restrictions report has been added.
The User Sites report has been relabelled User Site Restrictions.
Output if 2FA is enabled.
Projected Funding
The Projected Funding By Learning Delivery report now has an option to show LSF as a separate row.
Month End
Funding Calculator
There was a bug which prevented funding periods from being updated once the funding calculations had completed when the Last Year had been set against a Funding Organisation. Now fixed.
The FM35 funding calculation was incorrectly applying funding caps to apprenticeship component aims. Now fixed.
The FM35 funding calculation was incorrectly paying achievement payments for apprenticeship knowledge and competency aims that had ended but not achieved. Now fixed.
The FM36 funding calculation was not calculating balancing payments when there is a change of negotiated prices (TNPs) during the End Point Assessment period. Now fixed.
The FM36 funding calculation was not applying the “Funding Spent at Previous Provider” value correctly to programmes with more than one Price Episode. Now fixed.
The Process Warning “Aim [reference] is not valid in the LARS for this funding year” was incorrectly being triggered for FM36 Apprenticeships and ESF programmes. Now fixed.
Where subcontractor rates have been configured to split FM36 programme rates by training and assessment, this was always returning a 50% split. Now fixed.
The Funding Details report generated by the funding calculator has two new sheets: Occupancy and Out Of Funding.
Funding Reconciliation
Learner Tags were missing from some of the reports generated by the reconciliation process. Now fixed.
It is now possible to upload .XLSX files to the reconciler. Care should be taken that only original, unedited files are used in the reconciliation process.
Earnings Adjustment Statement
🆕 EAS Data collection and export is now available for the 2022/23 ILR Year.
ESF Contracting
Deliverables now show the Deliverable Code as part of the description to help identify each deliverable.
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Organisations can now be removed from a workflow with the option to clear the current status and status history. This option functionality is only available to users with the DB Admin permission.
The Description field will now populate correctly when editing Additional Details.
Month End
The ILR Exporter is now capable of exporting ILR files which conform to the 2022 ESFA ILR Specification.
The ILR exporter no longer sends any aims which start in a future year.
It is no longer possible to create 2020 ILR files.
Funding calculations have been updated and are now available for the 2022-23 ILR year.
FM81 Funding Calculations were calculating reimbursement values incorrectly. Now fixed.
The Funding Calculations were assigning loan payment derived claims to the wrong aim when there were more that one loan funded episode in year. Now fixed.
Funding Reconciliations have been enabled for the 2022-23 ILR year.
The QAR Reconciler would fail to match on some aims where the SW Supplier ID in PICS is different to that in the QAR. Now fixed.
Reports
Spreadsheet Output for reports that includes multiple details records for the main entity - for example the Learner Reviews Report can now be output with an Output Type of “Spreadsheet - Across”. This will present the detail records in repeating column sets across the spreadsheet.
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The “Quick Session Dates” filter now includes “This week”, “Next week”, “Last Week” - where this week is from the Monday on or before the current day to the Sunday on or after the current day.
The Day of a Session is now include in the Export To Excel.
Month End
The Funding Calculation was producing a Process Error for Devolved AEB level 4 aims when DAM ‘023’ was recorded. Now fixed.
The Funding Calculation’s Funding Details report would not show learner Tags if the learner finished more than two years ago. Now fixed.
The ESF Contracting list of items now displays the “Learning Delivery” associated with each item where applicable.
The Apps Monthly Payment Reconciler’s option to “Perform Levy Adjustments” was incorrectly making adjustments where the Apps Monthly Payment report showed a clawback against co-investment payments for Levy funded apprentices. Now fixed.
Editing an ESF Supplementary Item generated by the funding calculator within ESF Contracting would disassociate the linked Learning Delivery from the item. This would result in the funding calculation process resetting any changes made to the item. Now fixed.
The Funding Calculator’s Funding Details report’s “Funding Details” sheet has been renamed to “Current Period Funding Details” to better describe the details included on the sheet.
The FM81 Apprenticeship Trailblazer calculation was incorrectly calculating 90 and 365 day incentive payments from the start date of each aim after a restart. Now fixed.
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Trainee Assessors are not being included in the Edit Officer OneFile ID form. Now fixed.
Smart Assessor integration now has an option to push changes in qualification status up to Smart Assessor.
Reports
Important: Output of Postcode fields has been separated from general Address fields. We will be upgrading your stored reports to include this field if the Address field has been selected but please check the report outputs to ensure this has happened successfully.
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A new report template, “User Sites Report” has been added which shows the Sites each user is linked to (or not).
Filtering by Status has been added to the User report.
Filtering by Site on the User report has been changed to allow “Any of”, “All of”, “None of” options - this will break existing stored reports that have selections in this filter - please check your reports if you have used this. At the time of writing there is 1 customer with 1 report.
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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 Notes reports for Learners, Applicants, Officers and Organisations.
The Projected Funding reports now 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 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.
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Bug Fix: Deleting a widget could sometimes fail with an error of “Widget not found”. Editing a widget could result in an unexpected status behind the scenes that would prevent the delete. Editing widgets no longer does this, but some widgets may have already been broken. If you can not delete a widget, please contact our support team.
Bug Fix: Setting the course sessions list to your home page would fail to load when clicking the home page icon. Now Fixed.
Bug Fix: The AEB funding calculation was applying the Level 3 National Skills uplift incorrectly which was affecting the funding cap of applicable learners. Now fixed.
Bug Fix: The funding calculation was showing a process warning for devolved AEB learners who were studying a level 4 aim as not part of an apprenticeship, even when the aim was recorded with DAM code “023: MCA/GLA Delivery Exclusion” and was not calculating funding for these aims. Now fixed.
Reports
Improvement: The Projected Funding reports now have an option to show “Postcode Uplifts”.
The Interactive QAR Report no longer includes excluded leavers in the Achievers total if they are excluded from Achievement Rates.
The QAR now has additional optional fields to display the SSA code and title. These show the standard/framework SSA code for Apprenticeship Programme reports, and the aim SSA code for other report types. This is consistent with the data used by the ESFA.
The ILR Learners Report no longer shows Yes in the Has ILR Aims with LSF column when the LSF aims contain a null code entered in desktop PICS.
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Learner validation now includes an audit check for FM25 Condition Of Funding.
Reviews: A new attended option “By Video” has been added
It is no longer possible to record Planned Learning Hours multiple times when creating a learner and moving back from the Additional page to the Programme page.
When the ILR Export Status of a ILR learner is changed, the learner-level Planned Learning and EEP Hours values are recalculated.
The Planned Learning and EEP Hours values are no longer removed when the hours are edited on a Withheld learner.
Learner change logs for payment records (table pcTrnPay) now include an extra key showing the Expected Date, Actual Date and unique ID for the payment record to assist in identifying which record has been changed.
Entering payment records (including automatically generated loan payments) no longer result in a “Maximum key has been reached” error.
Deleting a learner placement that was a custom relationship type would result in a “Placement not found” error. Now fixed.
The Status field is now displayed in the Learner Assessments list.
The Grade and Cross Reference fields are now displayed in the Learner Assessments list if there is data to display.
Learner Validation now includes Audit warnings for conditions reported in the OfS HE data credibility quality report.
Evidence: It is now possible to clear the IQA and EQA date on an evidence file for users who have the Database Administrator permission.
Qualifications: It is now possible to clear the IQA and EQA date on a qualification for users who have the Database Administrator permission.
Month End
Funding Calculations:
The funding calculator was excluding learners that have validation errors. They are now included.
FM36 Apprentices eligible for “National Skills Fund: Level 3 Adult Offer” were being assigned the wrong disadvantage uplift. Now fixed.
Balancing payments were not being paid for some Apprenticeship Standards on completion of their End Point Assessment. Now fixed.
The FM36 funding calculation was sometimes calculating framework uplifts incorrectly where residual TNPs had been added. Now fixed.
The FM36 funding calculation was withholding employer incentives for apprentices aged under 19 when they were recorded as a care leaver. Now fixed.
The projected funding calculation for FM36 apprentices was setting the effective date of overdue unpaid PMR derived claims to the PMR record’s expected date. This was resulting in the items not appearing in the Projected Funding reports. The effective date is now projected to be in the next unfinalled period.
Funding Reconciliation:
The “Price Episode Actual End Date” column has been added to the report generated by the Apprenticeship Data Match reconciler.
Additional filtering options have been added to ESF Contracting.
The QAR Reconciler is now available. This allows an ESFA QAR data extract to be uploaded and a report is produced showing any differences between the ESFA data and the PICS QAR data. A new QAR Reconciler permission has been created to restrict its use - this will need to be assigned by a database administrator before it will become visible.
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Session GLH will now be defaulted based on the start and end time when creating a session
Added GLH to the export to excel function for the course sessions list
Total Sessions GLH has been added to the course summary page for Fixed Start Date Courses, this will sum up all the Sessions GLH for that course to compare with the Course Total GLH
Reports
Reports will now be aborted if they take more than 90 minutes to run. It was previously 120 minutes but this has been reduced in line with other report optimisations.
Customers with many UDF fields may have experienced an error with the ILR Aim Report. Changes have been made to avoid this in future.
Data Change reports are now available for Learners, Applicants, Officers and Organisations. These allow reporting on changes made to these records.
QAR Reports
The Interactive (Beta) option is no longer available for QARs. Instead, saved reports using Interactive output mode should be used.
The Interactive QAR now uses the terms Leaver, Achiever and Completed instead of referring to aims. This is to standardise with the terms used by the ESFA on the QAR reporting dashboard.
An Export Table option is now available in the Interactive QAR. This will export the current table view to a spreadsheet.
QAR Charts now show a title describing the report. These will also be included when exporting the chart to an image.
QAR charts and tables now use the multi-year format for years e.g. “2020 to 2021” instead of “2020”.
Learning Delivery Monitoring (LDM FAM) and Aim Provider Monitoring outputs are now available.
More fields are included by default when creating a new QAR report. This is to ensure that all information is available which details how the year and achievement data for a learner has been calculated.
Timely achievement rates no longer include learners who are still in learning and have not past their expected end date by more than 90 days on the date the report is run.
The QAR report can now be filtered by multiple contracts instead of just one.
Interactive reports which include calculations on decimal numbers now round the values to two decimal places.
The Qualification Plan and Qualification Plan Elements reports now include the following optional outputs:
Plan Training Negotiated Price
Plan Training Employer Contribution
Plan Training Employer Contribution Spread
Plan Assessment Negotiated Price
Plan Assessment Employer Contribution
Plan Assessment Employer Contribution Spread
Element Awarding Body (Elements report only)
Element Awarding Body Reference (Elements report only)
Element Level (Elements report only)
The Learner Claim History report would throw an error if there were any incomplete ESF records in the data for the report. These records are now not included.
Output of just “Non-ILR Aims” in the ILR Aims report was incorrectly identifying aims as “Non-ILR”, this has been corrected.
The HE fields have been removed from the ILR Aims Report and added to a new “Learner Higher Education Aims Report”.
BETA Feature: A beta version of Dashboards is now available for customers who have the eDashboard licence.
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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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The filters for Reference and Purchase Order have been made easier to use in Any Of / Start with mode.
Reports
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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Attachments now properly lock when the user they are assigned to has signed the form. This is indicated by a padlock symbol in front of the attachment name.
Attachments now show when they have failed validation. This is indicated by an “X” symbol in front of the attachment name.
Users with the DB Admin and Form Builder permissions can create test forms - these forms will auto fill with test data and are intended to help testing the placement of fields on the output signed document.
Added the ability to set the minimum and maximum length of answers for text and long text fields.
After a form is submitted, the system takes a bit of time to generate the signed document. While this is happening, the form’s status will now indicate that this is happening. You will need to wait until it has finished generating the document before the form can be approved.
Check boxes for users that have already signed the form will no longer be reset when the form is saved again.
Added a new section for all users that have FCA. This section will show all WebForms that you have been assigned as a signatory on. You will be able to navigate directly to these forms once they are ready to sign.
Added a new workspace tile that shows how many WebForms are ready for your signature. Click on the tile to view these forms.
Month End
Funding Calculator
The Funding Details report’s Process Warnings sheet now shows where a learner’s episode has ILR validation warnings or errors.
Projected Funding Calculations
Where an apprentice is in EPA, the calculation would forecast completion only in the next unfinalled period. It now forecasts completion on the expected end date if this is in the future.
ESF Contracting
It is now possible to bulk update the Payment Claimed, Payment Received, Subcontractor Claimed and Subcontractor Paid fields.
The ability to copy a single Supplementary Data Item, and the ability to copy forward multiple Supplementary Data Items has been added.
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OneFile: A log of the most recent learner refresh can be viewed from the learner delivery plan summary.
OneFile: Improvements to support multi centre support for officers and organisations.
OneFile: DB Admin users can manually edit the OneFile ID of a qualification in PICS.
Smart Assessor: A log of the most recent learner refresh can be viewed from the learner delivery plan summary.
Smart Assessor: When enrolling a learner, we will automatically create any missing officer or employer records in Smart Assessor if they have not already been connected in PICS.
Smart Assessor: DB Admin users can manually edit the Smart Assessor ID of a qualification in PICS.
Postcode data is now automatically downloaded after a new postcode has been entered into PICS. This includes Region, Local Authority and Ward. There is also a new Postcode Data section under Integrations where it is possible to download postcode data for all postcodes currently in the database. These fields have also been added to various reports.
Recruit An Apprentice has been updated to work with the new API, any existing keys will no longer work see the following blog post for more details https://www.pellcomp.co.uk/theblog/the-recruit-an-apprentice-api-is-changing
SMS: We are releasing a new SMS integration for PICS using Twilio.
Reports
Reports spreadsheets now have filters on the title row.
Optional Fields may now have
symbol to explain more about the data shown in the fieldSuperior Code and Name has been added to Officer outputs.
Reports can now be Re-run if they are not the result of a scheduled report.
“Database Administrator” users can now access all saved reports.
Report now have “Full Name” and “Surname, First Names” fields.
New Reports
have been added for Qualification Plans and Qualification Plan Elements.
reports on Communications (Call, Email, SMS) has been added for Learners, Applicants, Organisations and Officers.
have been added for Officer Tasks.
Learner Reports
filtering by Provider Destination & End Codes has been added.
filtering by Has ever had a Break-in-Learning has been added.
output of Learner Title has been added.
output of Programme Aim Planned Hours has been added.
output of Site Parent has been added.
output of User who Entered the Leaner has been added.
output of Beyond Expected End flag has been added.
output of Expected Days of Learning and Elapsed Days of Learning have been added. These are derived from the episode dates if there are no ILR Programme Aims.
output of Learning Actual End has been added. This is derived from the episode dates if there are no ILR Programme Aims.
output of Learning Start Date has been added. This is derived from the episode dates if there are no ILR Programme Aims.
output of ILR Programme Planned Hours Progress has been added. This is logged Actual OTJ Hours / ILR Programme Planned Hours.
output of ILR Programme Planned Hours To Date has been added. ILR Programme Planned Hours * (Elapsed Days of Learning / Expected Days of Learning).
output of ILR Completion, Outcome and Withdrawal Reason ahs been added.
output of PICS Portfolio Type has been added.
output of Current LSF status has been added.
output of Has ever had a Break-in-Learning has been added.
ILR Learner Aim Report
can now be filtered by “originally starting between” and “ending or expected to end between”.
can now be filtered by Only Main Aim and First/Latest version of Aims.
filtering by Provider Destination & End Codes has been added.
Learner Qualification Report
can now be filtered by “ending or expected to end between”.
can now be filtered by Only Main Aim.
filtering by Provider Destination & End Codes has been added.
Session Attendance Report
outputs of LRN and ULN for Attendees have been added
output of Main Tag for Attendees has been added
Organisation Report
can now be filtered by System Status.
Officer Report
can now be filtered by DBS Date and Last Modified.
Vacancy Report
can now be filtered by Created, Opens, Closes and Expected Start dates.
Projected Funding Reports
these would throw an error when UDF (User Defined Form) values are selected as optional outputs. Now fixed.
Forms Reports
output of Form Owner Signature has been added.
User Reports
can now be filtered by Permission.
output of SaaS User Type added.
Month End
The FM36 funding reports now only show funding up to the period being reported - not the complete year.
ILR Exports
The exports list now shows the user who created the export. This field will only be populated for exports created after this version of PICS has been released.
The exports list now shows ILR years on individual tabs and files created in 2017-19 are available for download.
There is now a “No Site” option sites filter when creating a new export - this is visible if the user does not have site restrictions preventing them accessing learners with no site code.
The Projected Funding calculation was not limiting the number of years into the future calculations were run for which would result in a very long runtime if a learner had an incorrect start date far into the future. Now fixed.
The ESF Contract Managager is now available within PICS.
The ESF FM70 Funding Calculation process was causing the Funding Calculator Finalling process to take a long time for some users. Now fixed.
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A new integration with bksb has been added to PICS.
OneFile integration will now search for existing officers and organisations before trying to create a OneFile record, if the Other System ID is not set in PICS.
Smart Assessor integration added to PICS. This a Beta version so is not automatically available - please contact us if you wish to use it.
Reports
The Claim History report would fail if optional fields containing information from the latest Programme Aim were selected. This is now fixed.
A report for Learner Contact and Learning Hours has been added.
A report for Learner Units has been added.
A report for Learner Evidence has been added.
A report for Course Session Attendance has been added. This offers output of both recorded Attendance and Expected Attendance.
A report for Opportunity Provisions has been added.
A report for Learner Enrolments has been added this includes per Enrolment and pre Learner Attendance analysis.
An Age Band at Start field has been added to Learner Reports: The following bands are used 0-15, 16-18, 19-24, 25+.
A “Learning Expected End” Date field has been added to Learner Reports. This is taken from the latest programme end if there is one. Otherwise it is the same as the Episode Expected End.
Learner Export status filtering has been added to the Learner Reviews Report.
Filters have been added to the Learner ILR Aims report to show there "Aim not Ended but Delivery Aim is Ended" and "Aim End Different To Delivery Aim End".
ILR Aim Report now includes filters for “Export in Current Year” and fields for Export in Current and Prior years.
A Learner Self Assessed Disability filter has been added to appropriate Learner reports.
ESF Contract Actual records are now included in the Learner Claims History report.
Opportunity Report now includes Date of Latest Status Change and Status Change Notes.
Learner Report includes Delivery Target and Delivery Model descriptions.
Learner and Officer reports include PICS Username & Last Login fields.
Officer Report now includes fields for Current Learner Caseloads.
The QAR Report no longer excludes aims which are at End Point Assessment if they ended before 1st August 2019.
Deleting saved reports which were sent to multiple users no longer results in an error.
The Projected Funding By Learners report and Projected Funding By Learning Delivery report now have “Projected End Period” and “Projected End Status” columns to help identify learners/aims that are in learning beyond their planned end date.
The Forms and Form Status History reports now includes more information about each signatory including email address and status.
The Forms and Form Status History reports now include fields for data fields Site, Qualification Plan Code and Start Date.
Learner Reports now include Latest Placement, Delivery Location, School and College and their Start and End Dates.
Learner Reports now have a filter for “Leaver or Expected End” in the date range.
User Report now has Site filtering options.
Course Reports now include the Qualification Plan the course is linked too and any Qualification Plans the Enrolees are linked too.
Learner Reports now have a calculated Age Band field - 16-18, 19-24 & 25+.
The learner progress fields now output as percentages formatted to 2 decimal places.
Actual and Planned Contact Hours fields are now formatted to two decimal places.
A filter on “Has Files of Type” has been added to the Learner, Applicant, Organisation and Officer reports.
More output fields for Opportunities linked to Applicants and Learners have been added to Applicant and Learner reports.
Head Office Feedback, Site, Qualification Plan, Start Date and many signature related fields have been added to Forms reports.
Month End
The Month End Funding Calculator now includes the FM70 calculations for ESF ILR derived items.
The user interface has been improved to allow easier switching between financial years.
Earnings Adjustment Statement Funding Lines starting “16 to 18” and “19 to 24” have been updated to “16-18” and “19-24”.
The Projected Funding calculations were not projecting Apprenticeship Achievements if the Programme Aim ended in the previous ILR Year.
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Many fields in the Officer list are now optional.
An optional Roles field has been added to the Officer list.
Reports
Organisation information in Reports has been brought into line with how we show Officer information. This may effect some saved reports and/or document generation templates as we have has to change some field names.
ILR Learner Report now includes output of Next Year and Prior Year Learning and EEP Hours fields
ILR Learner Report now includes output of Has Aims with LSF.
ILR Learner Report now includes output of Latest TNPs.
New Report Template for Learner Review Summary. This report will be a row per learner showing last and next review fields, gap between last and next reviews, summary of total reviews attended/missed, and review history.
Appointment type has been added as a filter for appointment based report templates.
The interactive QAR report has been improved and now offers a summary table and several charts. Any existing saved interactive reports will need to be recreated to be compatible with the new format.
Apprenticeship Standard aims at EPA with Completion Status = 1 and Outcome = 8 are now excluded from the Apprenticeship Achievement Rates Overall report.
Organisations report now has filters for “Has Head Office”, “Has Branches“, and fields for “Branch Count“.
New: Learner Files Report. Produces a filtered report of learners and their associated files.
New: Applicant Files Report. Produces a filtered report of applicants and their associated files.
Month End
The ILR Exporter will no longer export prior attainment and aim FAM records which are exact duplicates of another for that learner or aim.
Earnings Adjustment Statement has been updated with Funding Lines and Adjustment Types for 2021.
Projected Funding now has it’s own page and now has a setting to run the Projected Funding automatically each evening.
The Funding Reconciler now has the option to store uploaded files for re-use when updating reconciliations.
The Funding Calculator now has the option for users with the Database Administrator permission to delete the most recently finalled period in each year.
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