Improvements

Restricted portfolio items now enabled for all accounts

Restricted portfolio items have now been released, allowing Admins to tailor portfolio visibility based on assigned permissions:

Admins can now use the restricted setting at the Portfolio Type level to make created portfolio items restricted
Adding, updating or uploading files to restricted portfolio items for another contact now requires the restricted Portfolio Types permission
Users can manage their own portfolio regardless of permission
The API now returns a documented 401 Unauthorised response when a user without permission attempts to add or update restricted portfolio items

Note: This feature is currently unavailable to Skills customers while we resolve some outstanding issues.

Dividers for Content Elements in Learning Plans

You can now insert a Divider into the text of Content elements within Learning Plans, making it easier to create distinct sections within the one element.

AI assistant now available on every page, with chat history

The AI assistant has been updated to make it easier to access and use:

The AI assistant side panel can now be opened from any page
The assistant can help with questions about commonly used pages, including suggested prompts
Previous chats can now be viewed and returned to from the side panel, including a list of recent chats
A new user permission has been added for the AI assistant in preparation for upcoming write actions

Note: If you don’t see the AI Assistant option within your Nav bar, or don’t currently have access to AI features, fill out this form.

Accessibility improvements to the form viewer

The form viewer now offers better keyboard navigation, improved contrast for learners with low vision, and clearer labelling for screen readers.

Onboarding form completion message updated

Learners will now see a "Form Completed" message instead of "Enrolment Complete" when submitting a completed onboarding form.

Record which enrolment replaced a superseded enrolment

You can now record which enrolment replaced a superseded class or unit enrolment for the same learner. When transferring a learner to a new class, you can mark the original enrolment as superseded by the new one. This new “Superseded by” field also ensures future compatibility with STARS/VDS.

OSCA added to AVETMISS 8.1 NAT files, NAT file imports and HubSpot

The OSCA field is now included when generating AVETMISS 8.1 NAT files and importing NAT files, and is available as a field in the HubSpot integration.

New status and date fields for the Skills Authorisation Records report

New fields and filters added to the Authorisation Records report let you view an authorisation's calculated status and dates separately from any manual override, including when overrides end and which workers are valid only through a manual grant.

Calculated Status: status based on the worker's requirements, ignoring any manual override
Calculated Expiry Date: when the authorisation expires based on its requirements; blank if nothing expires, and keeps a past date until the requirements are met again
Requirements Met Date: when the worker met the requirements
Calculated Gained Date: when the authorisation was recorded as valid
Override Status: Manually Granted or Manually Invalidated; blank if no override is active
Override Start Date: when the manual override started applying
Override End Date: when the manual override stops applying; blank if it applies until cleared
Effective Status: Valid or Invalid, taking any manual override into account
Valid Until Date: the date the worker's status is guaranteed valid until, including any manual override; blank if not currently valid, nothing expires, or a manual grant has no end date

Fixes

AX-27005 - An issue has been resolved where users without the Workshop Instance Add permission could see a (non-functional) +New button in the Manage Workshops area when no current or upcoming Workshops were found.

AX-27023 - An issue has been resolved where column formatting displayed incorrectly on the Print Workshop Attendance page when resizing.

AX-27124 - An issue has been resolved where Xero imports could overwrite contact addresses that had already been converted to the AVETMISS compliant address format.

AX-27154 - An issue has been resolved where searching Ezypay subscriptions for a contact not set up as an Ezypay customer caused an error instead of showing no results.

AX-27155 - An issue has been resolved where activating an Ezypay subscription changed its payment method to the contact's default instead of keeping the method selected at creation.

AX-27192 - An issue has been resolved where searches containing the & or / symbols did not return correct results on the Workshop List and Workshop Types pages.

AX-27204 - An issue has been resolved where running the Resource Library report through the API failed with a date conversion error when it included the resource comments field.

AXLB-3304 - An issue has been resolved where the Disability Status field displayed incorrectly in form captures and templates.

AXSO-1438 - An issue has been resolved where the Reset button on the Approval Requests page did not clear submitted date sorting or the workshop filter.

AXSO-1649 - An issue has been resolved where duplicating a role in Skills did not copy the original role's competencies.

AXSO-2604 - An issue has been resolved where a grey bar appeared in the instance selector on Skills’ enrolment screens.

AXSO-2662 - An issue has been resolved where the Skills page header displayed “Role-based Learning” instead of “Skills”.

AXSO-2663 - An issue has been resolved where the add button in Competency Prerequisites referred to “Skill” instead of “Competency”.

AXSO-2664 - An issue has been resolved where buttons in Authorisation configuration referred to “Skill” instead of “Competency”.

AXSO-2665 - An issue has been resolved where the Skills Workforce Management permission was labelled “Skills Worker Management”.

GLO-738 - An issue has been resolved where workshops viewed as Combined Events in the calendar displayed a session's location instead of the workshop's location.