October 16th
AI Features
The first set of AI features are now available in aXcelerate to help your teams work more efficiently.
These features are currently available as part of the AI Beta Program. To request access to these features, submit an expression of interest. If you’ve expressed interest previously, you don’t need to resubmit the form. Feel free to get in touch with our team if you have any questions.
AI Short Answer Marking Assistant
Speed up the marking process for short-answer questions and improve marking consistency by using AI to compare the learner’s response with the model answer and other assessment information.
Note that the AI only suggests a mark and feedback; due to compliance reasons, the assessor will still need to confirm both. See the help article for more information.
AI Assessment Question Generation
Authoring assessment questions in aXcelerate is now easier with AI. Generate questions from uploaded learning content or assessments, in either PDF or text format.
Multiple choice, multiple answer, and short answer questions are supported. See the help article for more information.
AI Template Generation
Kickstart your template creation with AI-generated templates aligned with your brand colours and automatic inclusion of fields relevant to your prompt.
See the help article for more information.
Improvements
Funding Claims
Funding Claims allows you to forecast the payments you expect to receive for your funded enrolments over a particular period. Funding Claims can also help you identify missed payments by looking at discrepancies between expected payments and the amounts actually received.
Funding Claims is an extension to the Auto Contract Reconciliation feature available for aXcelerate Turbo users. Check out the help article for more information.
Warnings for blank Assessment answers in the Learner Portal (AX-21631)
When learners submit assessments from the Learner Portal, they will receive warnings if they try to submit their assessments with blank or unsaved answers. If a question has been left blank, the learner will be alerted and directed to the blank question. Additionally, if the learner has filled out a question but didn’t save their answer, a warning will be presented, asking if they would like to save the unsaved responses.
Date Enrolled available in the Units Table for Certificate Templates (AX-21473)
The Qualification Enrolment Date has been added as a selectable option in the Units Table of Certificate Templates, allowing users to display the student’s enrolment date.
Fixes
AX-17931 - An issue has been resolved where sorting by long-text fields, such as notes, in the Report Builder caused errors. Sorting by longer text will no longer be supported.
AX-20731 - An issue has been resolved where In-House minimum costs were not reduced after lowering the number of enrolled learners to match the minimum.
AX-21418 - An issue has been resolved where updates to workshop sessions via the calendar were not reflected in the Workshop Overview.
AX-21457 - An issue has been resolved where users were unable to apply a $0.00 tuition fee to units using the WA RAPT/TAMS finance model.
AX-21620 - An issue has been resolved where some Canvas courses could not be enrolled when enrolling into multiple courses at the same time.
AX-21664 - An issue has been resolved where selecting SMS templates for clients without an SMS account would cause errors.
AX-21706 - An issue has been resolved where the 'Author' filter in the Assessment Library incorrectly searched all contacts instead of only Trainer and Admin users.
AX-21720 - An issue has been resolved where deleting cancelled enrolments displayed an incorrect notification.
AX-21747 - An issue has been resolved where timestamps for media uploads were displayed in UTC, regardless of the local time setting.
AX-21793 - An issue has been resolved where the GST rate increased incorrectly for in-house workshops with a duration greater than one day, leading to inaccurate invoice amounts.
AX-21804 - An issue has been resolved where the "Paid" block was displayed incorrectly.
AX-21806 - An issue has been resolved where resizing the Media Library window would cause an error.
AX-21820 - An issue has been resolved where the attached resources were not linked to the latest version of the resources within assessments.
AX-21837 - An issue has been resolved where draft feedback from assessors was not visible in the Learner Portal for submitted assessments.
AX-21860 - An issue has been resolved that prevented Assessment enrolments from being cancelled when all linked unit enrolments were withdrawn.
AX-21868 - An issue has been resolved where the transferred status would not trigger the workflow as expected.
AX-21888 - An issue has been resolved where the Image Annotation item type displayed marking and scoring options in the Marking area. It now only shows the image and annotations as seen in the student view mode.
AX-21898 - An issue has been resolved where the image URL text box for HotSpot items did not recognise valid URLs, preventing images from loading.
October 2nd
Improvements
Minimum and Maximum Learners in the Classes report (AX-21722)
The Classes report now includes fields for the minimum and maximum learner numbers set for a class, allowing you to report on class availability.
Confirmation when deleting assessment enrolments (AX-21464)
A warning message will now appear when attempting to delete an enrolment from an assessment instance to help prevent accidental deletions.
Update available settings for xAPI SCORM packages (AX-21955)
You can now set the PlayerScoLaunchType setting in the SCORM package configuration settings for xAPI packages. This setting will enable more control over the launch configuration that Learners experience.
Fixes
AX-19873 - An issue has been resolved where the Online Assessment Dashboard widget was unable to load data when too many trainers existed in an account.
AX-21012 - An issue has been resolved where archived Learning Plans weren’t duplicating properly.
AX-21376 - An issue has been resolved where the Agent Commissions Report incorrectly pulled invoices with finance codes that should not attract commission.
AX-21462 - An issue has been resolved where certain certificates were unable to be verified with the certificate verification page.
AX-21525 - An issue has been resolved where workshop transcripts incorrectly showed a "completed" status when the workshop was marked as "Did not attend."
AX-21558 - An issue has been resolved where new organisations were mistakenly created on Xero's side instead of using the linked organisation when exporting an invoice.
AX-21560 - An issue has been resolved where the company logo was not appearing in surveys.
AX-21562 - An issue has been resolved where bulk duplicating workshops caused an error if the Workshop location name exceeded 60 characters.
AX-21601 - An issue has been resolved where users would encounter an error when enrolling learners tentatively into workshops.
AX-21645 - An issue has been resolved where overdue agreements were not sorted correctly by the due date in the Agreements widget.
AX-21657 - An issue has been resolved where students tentatively enrolled in a class were not added to Learning Plans when their status was changed to "In Progress."
AX-21692 - An issue has been resolved where workshop images were not updating correctly in the learner portal.
AX-21834 - An issue has been resolved where enrolments with a ‘Moved’ status were incorrectly excluded from templates generated within workshops.
September 18th
Improvements
Attachments Support for Bulk Workshop and Classes Notes (AX-20642)
Bulk adding notes to classes and workshops now supports attachments. This allows for a single document to be applied to a cohort from a class or workshop saving admin time.
Trigger Workflow Events with Transferred Enrolment Status (AX-19236)
A ‘Transferred’ option has been added to the status conditions for the Send Workshop Booking Template Workflow action. This new status will include any booking that has been marked as “Moved” within a Workshop.
Workshop Instance List Improvements (AX-20173)
The workshop instance selector has been updated to allow additional filtering when selecting a workshop from an enrolment that is being moved.
Add a Description to Individual Sessions (AX-21202)
Workshop Sessions now support descriptions allowing users to set and edit descriptions for individual sessions when creating or managing sessions.
Improved Announcements Filtering (AX-19848)
Search for workshops and classes within the announcements menu by name, dates or date range and location. Announcements now also automatically exclude past workshops and classes from the initial search and a new option to include past workshops and classes has been added.
Contract Schedule Code Tooltip Improved (AX-21244)
The tooltip for the Contract Schedule Code field has been updated to provide clearer guidance on how this field affects compliance reports, particularly for Victorian compliance reports.
Organisation Optional ID in the Workshop Bookings - Warehoused Report (AX-19451)
Workshop bookings - Warehoused reports now includes 'Organisation Optional ID' as a filter and display field.
Fixes
AX-20205 - An issue has been resolved where class enrolments were being prevented from being deleted if reconciliation claims data were present.
AX-20349 - An issue has been resolved where the Assessment Library date filter did not correctly save the selected date.
AX-20450 - An issue has been resolved where users were redirected to an error page when processing credit card payments.
AX-20689 - An issue has been resolved where multiple choice, multiple answers, and order items question types could have fewer than two options.
AX-20708 - An issue has been resolved where VSN reporting returned false positives. VSN responses are now logged to help debug issues when uploading training files.
AX-21076 - An issue has been resolved where exporting a report with a large number of units from a class as a PDF caused text to overflow, cutting off the table of units.
AX-21233 - An issue has been resolved where the E-Learning activity stream would produce a loading screen indefinitely when no records were found.
AX-21252 - An issue has been resolved where some promo codes were hidden while others were visible on the Discounts page.
AX-21367 - An issue has been resolved where unit enrolment custom fields were displayed on the Certificate Validation page even when the 'Display to Learners' setting was disabled.
AX-21409 - An issue has been resolved where in-house invoices were producing rounding errors due to GST calculations.
AX-21449 - An issue has been resolved where some symbols or emojis would appear as their HTML code when used in subheadings in Learning Plans.
AX-21453 - An issue has been resolved where the organisation hierarchy was not applied correctly when creating or updating child organisations via the API.
AX-21466 - An issue has been resolved where images set for a workshop were not displaying in the learner portal.
AX-21468 - An issue has been resolved where the sidebar in the Media Library would shrink when the browser was too small.
AX-21508 - An issue has been resolved where the agreements badge displayed in the Learner Portal even when agreements were not enabled.
AX-21517 - An issue has been resolved where cancelling while uploading a file would make the retry button appear when uploading a different file.
AX-21532 - An issue has been resolved where the delivery location was not appearing correctly in the calendar when nothing was set for the session's delivery location.
AX-21555 - An issue has been resolved where the last remaining tag on a file in the Media Library could not be deleted.
AX-21560 - An issue has been resolved where company logos were not appearing on surveys.
AX-21583 - An issue has been resolved where additional trainers or assessors were unable to access the “units enrolled” for classes that has been resolved.
AX-21584 - An issue has been resolved where the first time using Single Sign-On (SSO) an error would occur where the user had been created in the identity provider but not within aXcelerate.
September 4th
Improvements
Calendar Filtering with Sessions (AX-21295)
While using the new Sessions feature, the calendar has new filters to change how your calendar displays events giving you the option to switch between individual sessions or combined events. Combined events allow you to visualise an event from start date to end date, while individual sessions will display each individual event for each of the days they occur.
Next Unit Start Date & End Date in the Class Enrolments Report (AX-19785)
'Next Unit Start Date', 'Next Unit Proposed End Date', and 'Num of units Completed Last Month' have been added as display fields and filters to the Class Enrolments Warehoused Report. This helps to report on learners’ overall progress in unit enrolments, and what's next for them.
IP address in the Access Logs report (AX-21497)
IP Address has been added as a display field to the Access Logs reports which shows information about user login activity.
Attempt number and AttemptID in the Online Assessment Attempts Report (AX-20500)
“Attempt Number” and “AttemptID” have been added as display fields to the Online Assessment Attempts Warehoused Report.
Custom field API updates (AX-21000)
To facilitate individual custom field updates through a PUT request, a new endpoint /customFields/:id has been introduced. As part of this update, the /customFields API endpoint will no longer accept PUT requests.
Fixes
AX-21459 - An issue has been resolved where Response Areas, Fill in the Blank, and Checkboxes would not allow selection using the arrow keys.
AX-21437 - An issue has been resolved where setting the main logo with a filename longer than 100 characters would display an error page.
AX-16929 - An issue has been resolved where errors could occur during the reconciliation of invoices when performing the same action multiple times, such as refreshing the browser while a spreadsheet is being reconciled.
AX-20385 - An issue has been resolved where clash detection warnings for trainers, rooms, and equipment were not triggering during Workshop creation when there was a clash in the date.
AX-20688 - An issue has been resolved where users could publish the item without a model answer while editing a short answer.
AX-20910 - An issue has been resolved where unsubscribed contacts were receiving emails. A warning is now displayed when sending a merge document to an unsubscribed contact.
AX-20942 - An issue has been resolved where the opacity and colour considerations were not correctly applied when bulk updating qualification competencies.
AX-21001 - An issue has been resolved where the format of settings on the RTO/VET Settings page were misaligned.
AX-21056 - An issue has been resolved where the POST /course/instance/extratrainer/ endpoint did not allow a value to be set with the invReceived parameter.
AX-21087 - An issue has been resolved where unpublished questions could be added to a question bank and then used as if they were published.
AX-21141 - An issue has been resolved where tentative online enrolments were being incorrectly enrolled into learning plans and modules through the API.
AX-21144 - An issue has been resolved where a permission error was blocking menu items in Workshop bulk actions.
AX-21219 - An issue has been resolved where users were unable to bulk enrol a learner in the In-House Quotation Workshop because the Max Learner field was not filled in.
AX-21223 - An issue has been resolved where an assessment task in the 'Pending Approval' status was not displayed in the drafts tab.
AX-21224 - An issue has been resolved where inactive units were incorrectly being reported as active in report results.
AX-21263 - An issue has been resolved where trainers or assessors added to a class were unable to access the enrolment unit summary page despite having the necessary permissions.
AX-21293 - An issue has been resolved where embedded videos in learning plans were ignoring container width, causing videos to exceed the width of the container.
AX-21348 - An issue has been resolved where users were unable to log in to the Zendesk Help Centre via aXcelerate.
AX-21351 - An issue has been resolved where refreshing the page after a partner issued a certificate and resubmitted the request for certificate creation and credit deduction caused errors.
AX-21398 - An issue has been resolved where some assessment instances were not displaying after selecting an Assessment Task.
AX-21439 - An issue has been resolved where images uploaded via the Media Library with non-standard characters, such as spaces or commas, were not rendered correctly in PDF templates. Clients affected by this issue will need to re-embed the affected images after the release for the fix to take effect.
What's New in August
August 21st
Improvements
Media Library
The Media Library is the new way of managing and inserting images throughout aXcelerate and will be available in your production account in this release. This feature replaces the current Images Library and will have all of your images available in the Media Library upon release.
Key Features:
- Streamlined Viewing and Management: A new interface for viewing and managing image files within the system.
- Advanced Search and Filter Options: Quickly find the files you need with comprehensive search and filtering capabilities.
- Tagging for Organisation and Tracking: Organise and track your images more efficiently with the ability to tag files.
With this change, the setting of your main logo has moved to the System Settings under the Core Settings tab.
For more information, please refer to the help article.
Minimum and maximum learner numbers for Classes (AX-20798) Ideas Forum
You can now define both maximum and minimum Learner numbers for each Class. The maximum Learner capacity automatically prevents additional enrolments once the class has reached its limit, ensuring optimal class sizes. The minimum learner threshold can help track when a class becomes financially viable, aiding in better allocation of training resources. WordPress plugin support will also be added for this feature soon.
Class Transfers for enrolments linked to Work-based Learning Placements (AX-18126)
Enrolments linked to Work-Based Learning placements can be transferred to a different class within the same qualification. This will eliminate the need to create a new placement for learners when their enrolment needs to be moved to a new class.
Client Portal parent organisations can see data from child organisations (AX-20715)
The Client Portal will display the class and enrolment information from child organisations for client users within a parent organisation. This will reduce the need to sign into multiple different accounts or generate a report to have access to information for learners in child organisations.
Help requests are displayed on the contact profile only when requests exist (AX-19960)
Help requests will now only display the contact profile when the contact has help requests submitted or assigned to them to help declutter the interface.
Fixes
AX-20384 - An issue has been resolved where users could not delete Assessment Items that were not linked to a Question Bank or Assessment Task.
AX-20677 - An issue has been resolved where invoicing an enrolment with an adjusted finance model used default values instead of the adjusted values.
AX-20729 - An issue has been resolved where placement supervisors did not get displayed due to too many host employers.
AX-20846 - An issue has been resolved where the assessment version history was not showing for the users.
AX-21082 - An issue has been resolved where incorrect delivery hours were appearing on the Workshop Bookings Summary Warehoused Report.
AX-21087 - An issue has been resolved where learners were unable to finish assessments that contained an unpublished question bank.
AX-21131 - An issue has been resolved where downloading a deleted file returned an XML that said "Access Denied".
AX-21154 - An issue has been resolved where the filter search in Work-based Learning would persist across learner and class tabs.
AX-21158 - An issue has been resolved where partners were unable to process payments when purchasing partner credits.
AX-21162 - An issue has been resolved that prevented SCORM E-Learning from updating to complete without refreshing the page in Learning Plans.
AX-21165 - An issue has been resolved where cancelling a payment when purchasing partner credits still added value to the total partner credits.
AX-21209 - An issue has been resolved where entering an invalid date in the filters in the Usage tab in the Assessment Library would result in an error.
AX-21211 - An issue has been resolved where Work-based Learning placement hours were not being recorded when there were multiple host employers.
AX-21249 - An issue has been resolved where the ‘Name’ column in the Assessment Library was too narrow on small screens.
AX-21262 - An issue has been resolved where uploading multiple files at once to an assessment did not correctly save all files.
AX-21279 - An issue has been resolved where the description of the partner credit purchase was not recorded in the partner credit history.
AX-21297 - An issue has been resolved where assessment printing only generated one page.
AX-21324 - An issue has been resolved where users couldn’t interact with Question Bank settings even in draft assessments.
August 8th
Improvements
Learner Portal notifications for outstanding Agreements (AX-20365) Ideas Forum
We have added indicators to the Learner Portal to alert learners when they have outstanding agreements. A notification badge will appear over the new agreement icon in the topbar that will alert Learners if there are outstanding Agreements they need to sign. In addition, agreements related to a particular course will cause a badge to appear in the Agreements menu item, indicating the number of agreements outstanding. This change should improve the visibility of outstanding agreements for learners, and help speed up the signing process.
Email support for bulk contact notes in Classes and Workshops (AX-20810)
We have added a checkbox to the bulk contact note creation tool to send the contact notes as an email. This is available for both classes and workshops and will improve communication with your learners and trainers.
Assessment item Usage (AX-18197)
A new ‘Usage’ tab has been added to the Items area in the Assessment Library. The Usage tab allows you to easily identify the Assessment Tasks, Lessons or Question Banks where Assessment Items have been used. This enables you to easily identify the potential impact that any updates to the Item will have.
Format highlighted text in Assessment Authoring (AX-19898)
We have added a mini toolbar to the Assessment Authoring editor that appears when highlighting text. The toolbar provides quick access to formatting options such as hyperlinks, text formatting options, and more.
Display expired Agreements in the Learner Portal (AX-20304)
We have improved the Agreements section in the Learner Portal to better handle expired agreements. Expired agreements will appear in a separate section, to reduce clutter.
Qualification thumbnails in the Learner Portal (AX-20571)
The Learner Portal will now adopt the thumbnail image for Qualifications and Workshops in more areas if they have been set. The previous qualification and workshop icons will continue to be used as fallbacks. This change aims to improve consistency for Learners.
Automatic question numbering for Lessons (AX-20927)
We have added a new setting for Lessons that when enabled will automatically number the items in the lesson. This setting behaves the same as the one that already exists for Quiz assessment types.
Agent Phone Template Fields (AX-20988)
New Template Fields have been added for Agent Home Phone, Agent Work Phone and Agent Mobile Phone. The current Agent Phone field can still be used and will display the agent's work phone.
Reactivate archived Learning Plans (AX-20919)
We have added support to reactivate archived Learning Plans that were previously linked to classes.
Mark Attendance renamed to Attendance (AX-20889)
The "Mark Attendance" bulk action on the Workshop View page has been renamed to "Attendance" to better communicate that you can also view attendance and confirm attendance.
Fixes
AX-20124 - An issue has been resolved where the assessor on an assessment enrolment could not be updated via the workshop session functionality.
AX-20694 - An issue has been resolved where signature validation on the finalise marking modal was insufficient when a signature was required.
AX-20713 - An issue has been resolved where enrolments made via online enrolments did not enrol students into Moodle E-Learning.
AX-20752 - An issue has been resolved where the advanced HTML mode in agreement templates was not functioning correctly.
AX-20885 - An issue has been resolved where sending out an SMS from a template included an email signature at the end of the message.
AX-20937 - An issue has been resolved where the student signature did not appear after checking the ‘Student Signature' option on printing an Assessment.
AX-20939 - An issue has been resolved where the add button's drop-down menu would appear when the user opened the module.
AX-20947 - An issue has been resolved that caused certain contact fields to be saved with unwanted leading and trailing spaces when users submitted data through the API.
AX-20949 - An issue has been resolved where the Class ID display field was not appearing on the Agreement Signature Request report.
AX-20982 - An issue has been resolved where dragging a nested component would cause the entire container to be disabled.
AX-20987 - An issue has been resolved where the [Class Name] template field could not be utilised when sending an SMS template.
AX-20989 - An issue has been resolved where decimal values were not visible when manually issuing an invoice.
AX-20990 - An issue has been resolved where some widgets were unable to be added to the dashboard.
AX-20992 - An issue has been resolved where an old version of an assessment would not be moved to the archived tab after publishing a new version.
AX-21007 - An issue has been resolved where assessments displayed an error due to the assigned assessor being a deleted user.
AX-21158 - An issue has been resolved where partners were unable to process payments when purchasing partner credits.
What's New in July
July 24th
Improvements
Media Library (Staging Release)
We are thrilled to introduce our new Media Library, which is designed to replace the current Images Library. This feature is currently available in the Staging environment for testing and feedback. Users also have the option to enable it in their production environment early if they wish to start using it right away.
Key Features:
- Streamlined Viewing and Management: A new interface for viewing and managing image files within the system.
- Advanced Search and Filter Options: Quickly find the files you need with comprehensive search and filtering capabilities.
- Tagging for Organisation and Tracking: Organise and track your images more efficiently with the ability to tag files.
We plan to collect feedback over the next month before deciding on a release to our Production environment. Your input is extremely important to us, and we encourage you to explore the new Media Library and share your thoughts in order to help us improve your experience.
For more detailed information and guidance on using the new Media Library, please refer to our help article.
Desktop Supervisor View for Work-based Learning (AX-19454)
Supervisors can now access Work-based Learning from their desktop with the new Supervisor view. This enables Supervisors to do everything they can from the Supervisor App on their computer, such as viewing assigned placements, approving logbooks, viewing activities and viewing their participants.
As part of this improvement, we have made changes to the permissions for Administrators and Trainers in Work-based Learning, by replacing the previous all-inclusive permission called Work-based Learning with a more granular set of permissions. Now you’ll be able to set permissions for Activities, Employers, Placements and Presets. To make the transition seamless, all users will maintain their current access by inheriting the new permissions based on their current permissions.
Supervisors will only have access to a limited view of Work-based Learning, and will only see placements and participants they have been assigned to.
For more information about Work-based Learning check out our help article.
New Queensland Funding Source (AX-20914)
We have added two new funding sources for Queensland, 'Rural & Remote Pilot - Certificate 3' and 'Rural & Remote Pilot - Diploma'.
Class Matrix Exports as XLSX (AX-20843)
You can now export sheets formatted as XLSX files from the Class Matrix page, this adds to the list of export options that include XLS and PDF.
Fixes
AX-20245 - An issue has been resolved where the unit checkboxes were disabled when the tuition fee was zero.
AX-20555 - An issue has been resolved where clients could not upload training files with the Victorian Student Number (VSN).
AX-20751 - An issue has been resolved where the 'Last updated' field of a Help Request displayed the incorrect time.
AX-20754 - An issue has been resolved where using double quotes in the delivery location name caused the UI to break when trying to update or add it to a workshop or class.
AX-20755 - An issue has been resolved where using daily billing frequency with an Ezypay Payment Plan caused an error when submitting the payment plan.
AX-20759 - An issue has been resolved where enrolments could be deleted after deleting its related certificate.
AX-20772 - An issue has been resolved where changing a Workshop's location to a new location created an error.
AX-20838 - An issue has been resolved where the purchase of Partner Credits from the print certificate page did not change the Partner credit’s balance.
AX-20886 - An issue has been resolved where after saving assessment items to the library the displayed alert showed the incorrect quantity of saved items.
AX-20891 - An issue has been resolved where “Fill in the Blank” questions were marked incorrectly in the Assessment Preview.
AX-21004 - An issue has been resolved where the error message was incorrect when creating or updating customFields via the API endpoint.
July 10th
Improvements
Reissuing Agreements (AX-17296) Ideas Forum
You can now reissue signature requests for Agreements after they have been initially sent. This can be helpful if someone in the signing queue has not received the document, or if you want to send a reminder that an agreement needs to be signed.
This feature will only reissue the agreement to signatories who have not already signed the document. Signature requests can be reissued when viewing the pending Agreement.
Attachments for Agreements (AX-17932) Ideas Forum
Files can now be attached to Agreements when issuing them. This allows you to provide additional information to signatories at the point of signing.
To add attachments to an Agreement, select the files you would like to include when configuring your Agreement before sending it.
SMS Tab added when Legacy Workshop Booking Confirmations are disabled (AX-17491)
An SMS tab has been added to the Workshop interface when Workshop legacy booking confirmations have been disabled. This allows mobile text messages to be sent directly to Workshop participants when the legacy options are disabled.
Performance Improvements for Assessment Instances (AX-20594)
Loading times for assessment instances have been significantly reduced, especially for accounts with large volumes of data. This improvement required the removal of the sorting for that table, however, you can still easily find the instances you need by using the search.
Agent Email and Agent Phone Number Template Fields (AX-20065)
We have added Agent Email Addresses and Agent Phone Numbers as standard template fields, allowing you to use agent contact information in your template communications.
Account Statistics Summary for Short Course Billing (AX-20707)
Clients with Short Course and Hybrid billing will now be able to view a summary of their billing from the previous month and current month with a new report in the Account Statistics tab of their system settings.
Improved permission message for Trainers accessing Assessments (AX-20621)
The error message displayed to trainers when they were trying to access an assessment enrolment they did not have permission will now display information about what permissions they need to access the enrolment.
Assessment Management Performance Improvements (AX-20671)
The list of published Assessments in the Assessment Management area will now load significantly faster. Draft & Archived Assessments will now only be loaded when selecting those tabs to help reduce the initial load time of the page.
Add system setting to prevent Statement of Attainment issuance with unmet requisites (AX-20207)
A new ‘Allow Statement of Attainment issuance with unmet unit requisites’ system flag has been added under RTO/VET Settings to provide further control on certificate issuance with regards to unit requisites. This setting is enabled for all clients by default to maintain the existing behaviour.
Fixes
AX-20278 - An issue has been resolved where the tables in admin help requests would not correctly grow to fit the screen.
AX-20308 - An issue has been resolved where assessments containing only Question Banks display the item count incorrectly.
AX-20337 - An issue has been resolved that prevented Learning Plans from loading on the authoring page if the user did not have the Accredited Scope - View permission.
AX-20509 - An issue has been resolved where the Divider option wasn’t visible when adding elements within a Module in Learning Plans.
AX-20518 - An issue has been resolved where UI hover effects caused screen flickering at certain screen resolutions on the Assessment Instance page.
AX-20522 - An issue has been resolved where navigating back to a workshop from an assessment in the learner portal would show the linked class, rather than the workshop.
AX-20533 - An issue has been resolved where users can sync the domain in the workshop and the linked class.
AX-20553 - An issue has been resolved where the bulk duplicate group workshop pages caused an error.
AX-20574 - An issue has been resolved where the History of an Assessment Item displayed the User's Contact ID rather than Contact Name.
AX-20579 - An issue has been resolved where the 'View' button on the assessment instance page would not take the user to the submission marking page.
AX-20584 - An issue has been resolved where the finance item's GST value wasn't reflected correctly on the workshop enrolment invoice.
AX-20627 - An issue has been resolved where students were not able to see workshops in the learner portal if the workshop did not have any scheduled sessions.
AX-20646 - An issue has been resolved that would prevent learners from accessing enrolments if an assessor changed the access dates.
AX-20657 - An issue has been resolved where students were unable to check their answers in assessments for Matching Response questions if they had submitted an incomplete response.
AX-20675 - An issue has been resolved where the assessment date field did not account for timezones in the transcript.
AX-20703 - An issue has been resolved where the Moodle bulk enrollments import button was missing.
AX-20705 - An issue has been resolved where removing assessment enrolment dates did not properly clear the dates.
AX-20709 - An issue has been resolved where admins did not have access to activate or deactivate resources in the resource library.
AX-20720 - An issue has been resolved where the Question List could be hidden when starting assessments with Question Banks from the Learner Portal.
AX-20836 - An issue has been resolved that had been causing some reports to error when run in the data-tables view.
AX-20840 - An issue has been resolved where purchasing partner credits using eWay Rapid could fail.
What's New in June
June 26th
Improvements
Bulk Add Notes to Learners (AX-18479) Ideas Forum
You can now add Contact Notes to an individual learner or in bulk from Workshops or Classes, which allows trainers to write a single note and add it to all learner contact profiles. To add notes in bulk, head to your Workshop or Class and under the Bulk Actions drop-down, select Add Contact Notes.
Additionally, with this change, we have also added the ability to add a note to a single learner from the Classes screen by selecting the additional options next to the individual learner in the Class.
The options to add attachments and email the note will be coming soon.
Order the Signing of Agreements (AX-19830)
You can now assign an order for your agreements to be signed. This means that following agreements won’t be sent to the next signee until the previous signee has signed it. This allows you to have a signatory sign and potentially enter any relevant information into the document before its reviewed by other parties.
To assign an order head to your agreements in templates, then select the agreements tab from the right menu, and under the Signature Field Creator enable “Define Signing Order”. You can then define which signatories sign first, second, and so forth in that order.
'Num Unit' Filters in Class Enrolments Warehoused Report (AX-20064)
We have added multiple new filters related to the number of units to the Class Enrolment Warehoused Report, search “Num Units’ to see the full list which includes competency with results, withdrawn, in progress and so on. These new filters will give you more granularity in your reporting.
Searchable Custom Field selector (AX-20662)
Custom fields configured to use the Select-multi type can now have their dropdown options searched by typing. This will make it much easier to use such fields if they have a large list of options, as users can now simply search for the options they wish to add, rather than scrolling through the long list.
Pacific Engagement Visa Type (AX-20465)
We have added the Pacific Engagement Visa to the list of Visa types in the Australian Citizen Status.
Fixes
AX-18291 - An issue has been resolved where while editing the advanced report row configurations, report filter values were editable while greyed out.
AX-19893 - An issue has been resolved where GST calculation for In-House Invoices that are based upon Group Pricing was not correctly calculated.
AX-20200 - An issue has been resolved where agreements were inaccessible after merging contacts.
AX-20247 - An issue has been resolved where GST was not applying to an invoice against an in-house workshop with a group pricing option.
AX-20251 - An issue has been resolved where the CPD credits progress bar in the Learner Portal would not round decimals correctly.
AX-20253 - An issue has been resolved where EzyPay Subscription transactions were not automatically applied to invoices.
AX-20440 - An issue has been resolved where a console JS error was seen when clicking the 'Submit' button at Qualification.
AX-20466 - An issue has been resolved where the date picker popup was cut off by the edge of the filter container in the assessments filter panel.
AX-20493 - An issue has been resolved where calendar events were not updating after changing details in Outlook calendar.
AX-20501 - An issue has been resolved where a Resource Library item would display as having all possible SRTO standards applied to it when its Compliance Related setting had the “None” option selected.
AX-20524 - An issue has been resolved where GST calculation for In-House Invoices that are based upon Group Pricing was not correctly calculated.
AX-20580 - An issue has been resolved where some users were unable to import a new Qualification from TGA.
AX-20643 - An issue has been resolved where the Attempts dropdown on the Assessment marking page was not showing the correct attempts for the selected enrolment.
AX-20400 - An issue has been resolved where GST wasn't applied correctly for Class enrolments through the WordPress plugin.
AX-20506 - An issue has been resolved where Online Enrolment admin phone numbers were inconsistent across workshop and class enrolments.
AX-20549 - An issue has been resolved where scrolling in the marking screen would jump around making it difficult to use.
June 12th
Improvements
Allow Recipients to Enter Data into Agreement Documents (AX-19048) Ideas Forum
Agreements can now collect data from recipients. This includes checkboxes and text fields that recipients can fill out when signing the agreement. This improvement allows you to capture important information or have recipients acknowledge items at the point of signing. To set up these fields, head to templates, and under the agreements tab select ”Recipient Inputs”.
View in-progress Assessment Attempts (AX-16051) Ideas Forum
You can now view in-progress Assessment attempts, allowing you to more easily get an understanding of a Learner's progress within an Assessment. Viewing in-progress attempts follows the same permission & assessor checks that marking submitted attempts does.
Require Feedback for Unsatisfactory Observation Items (AX-16832)
You can now force Assessors to leave feedback when marking Observation Items unsatisfactory. This can be enabled using the 'Require assessor feedback for an unsatisfactory item result' Assessment Type setting. This setting helps ensure your Learners are receiving feedback for the Items they need further development on.
Global Sign In More Visible on the Create Account Screen (AX-17567) Ideas Forum
We have moved the position of the “Already have a global account?” option to be higher and easier to notice to help existing users sign in correctly when training at a new organisation.
Warning Prompt for Unsaved Feedback During Assessment Marking (AX-20315)
We’ve added a prompt to warn Assessors when they are going to close a piece of marking feedback without saving. The prompt aims to prevent trainers from losing their work to improve the marking experience.
Question Banks Improvements (AX-20499)
We’ve made multiple changes to improve the user experience when using the Assessment Library and Question Banks. When editing a tag, the edit field will now be pre-filled with the current tag name. We also improved some validation to limit the number of error screens users received and fixed an issue where the data table would not correctly reset after selecting the reset button.
Allow Contact Messages to be Set via the API (AX-20332)
We have added a new API endpoint (contact/:contactId/message) to allow external systems to retrieve and update a Contact’s message that is displayed on their contact profile. Please refer to our API documentation for more information.
Create and Update Custom Fields via the API (AX-20333)
We have added support for POST and PUT requests to the customFields API endpoint to allow Custom Fields to be created and updated from external systems. Please refer to our API documentation for more information.
New API Endpoint to Retrieve Contact Merge History (AX-20334)
We have added a new API endpoint (/log/contactMergeHistory) that allows integration users to retrieve the history of contact merges. You can filter by date range or obtain information about a specific merged contact. Please refer to our API documentation for more information.
Fixes
AX-17330 - An issue has been resolved where Follow-up tasks were disappearing if they had a forecast value of $0.00. Form validation has been added to help warn users.
AX-20180 - An issue has been resolved where E-learning enrolments were capped at 4 students.
AX-20225 - An issue has been resolved where left-aligned tables in Assessment Items was causing the PDF of a student's record to be completely blank when printing an attempt.
AX-20352 - An issue has been resolved where the Submit button in the Agent Commissions table view was incorrectly positioned to the right of the table instead of below the table.
AX-20371 - An issue has been resolved where a learner enrolled for a class could not see an assessment instance. You can now update the enrolment if this issue occurs.
AX-20376 - An issue has been resolved where the type field of organisation contact details for Work-Based Learning Host Employers were set as the address. If an organisation does not have any contact details, the type will default to “Primary”.
AX-20426 - An issue has been resolved where some users were unable to access the "Add Workshops" page from an enrolment.
AX-20481 - An issue has been resolved where deleted certificates were being downloaded along with active ones while doing a bulk download.
AX-20498 - An issue has been resolved where a table could be displayed incorrectly when marking Assessment responses.
AX-20510 - An issue has been resolved where the bulk unit of competency selector screens statuses were not coloured.
What's New in May
May 29th
Improvements
System performance improvements (AX-20350)
We will be rolling out some important performance improvements on Wednesday afternoon and into the evening as part of our regular release. As a result, some services may experience interruptions but will catch up on any pending tasks after the release is complete. These services include:
- Workflows, which will be paused until the release is complete, and as mentioned will catch up afterwards.
- Internal event processing will be paused, this includes events such as enrolling users into linked E-Learning via the API. Any missed events will also be processed once the system is back online.
- Syncing data from Hubspot, Google and Outlook will be paused. Again, these events will be processed shortly after the release.
No data or events should be lost, but users should expect a slight delay on Wednesday during and immediately following the release if using these services.
New Short Course Billable Dashboard Widget (AX-20023)
We have added a new billing dashboard widget for Short Course and Hybrid billing models. You will now be able to see an overview of your Short Course billing at a glance.
The new widget has two important numbers for you to understand:
- Billable commencements - the number of commencements from the start of your billing period to now. This is the confirmed number of commencements that you will be billed for if no more enrolments commence this month.
- Booked enrolments - the total number of enrolments that have been booked this billing period. This is what you will potentially be billed for if all booked enrolments commence.
Cancel pending agreements (AX-17237)
You now have the ability to cancel any agreement that has not been finalised, giving you complete control over the agreement process. To cancel an agreement, head to the contact profile, open the Agreements section, select an agreement, and choose Cancel Agreement.
Default Tax Setting for Xero Contact Exports (AX-19959)
Exported contacts will now use your default tax settings thanks to two new settings added to the XERO settings screen.
The two settings are Choose the XERO Contact’s Sales GST Default and Choose the XERO Contact’s Purchase GST Default to the XERO.
Accredited Certificates capture current units when issued (AX-20039)
Accredited certificates will now capture a snapshot of all unit enrolment data when issued to allow the certificate verification page to accurately show which units were issued with that certificate. Certificates issued prior to this improvement will still display all current successful outcomes when verified.
Linked Workshop ID in the Invoice Report (AX-17799)
We have added Linked Workshop ID as a display field for the Invoices Report. This gives you access to workshop information for the invoice report.
Source Invoice Number in the Credit Notes Report (AX-17800)
We have added Source Invoice Number as a display field for the Credit Notes Report.
API Enhancement for Organisation custom fields (AX-18881)
We have enhanced our Organisation API endpoints to enable retrieving, setting, and updating custom fields for an Organisation.
Fixes
AX-17101 - An issue has been resolved where Partner Credits required a paid invoice before the credit was issued.
AX-17330 - An issue has been resolved where in the Follow-up tasks in Marketing if the forecast value was $0.00 the task could disappear.
AX-18988 - An issue has been resolved where unit completion would not automatically trigger if the unit had been submitted before.
AX-19909 - An issue has been resolved that allowed multiple versions of an Assessment Task to be created with the same version number.
AX-20024 - An issue has been resolved when creating Assessment Types, if the description was longer than 200 characters an error would occur. Now users will be warned and prevented from making Assessment Types with long descriptions.
AX-20082 - An issue has been resolved where the invoice item’s ‘data’ link disappeared when the user updated the invoice through the API endpoint.
AX-20150 - An issue has been resolved where a student could be returned to the 1st question in a Build on Attempts assessment when attempting to change one of their answers.
AX-20175 - An issue has been resolved where deleted or deactivated assessors would fail to load causing an error, now we won’t load those assessors at all.
AX-20178 - An issue has been resolved where some agreements could be associated with the wrong users.
AX-20186 - An issue has been resolved where a unit would be auto-completed while an Inactive E-Learning and Assessments were incomplete.
AX-20191 - An issue has been resolved in the Class Update page to correctly show the Short Course Billing tag where applicable for hybrid billing organisations.
AX-20199 - An issue has been resolved where trainer availability was causing errors via the API.
AX-20201 - An issue was resolved where users were unable to use the “Ignore Clashes” checkbox.
AX-20219 - An issue has been resolved that prevented students from saving their responses to a Marking List question if the answers contained a special character.
AX-20227 - An issue has been resolved where users were able to bypass trainer management permissions by using the evidence widget.
AX-20234 - An issue has been resolved that was preventing some users from viewing the history of agreements.
AX-20273 - An issue has been resolved where the authoring UI covered the exit button for the aXcelerate assistant.
AX-20281 - An issue has been resolved where some slow connections could cause an error with assessment marking.
AX-20283 - An issue has been resolved where units weren’t being filtered correctly for EWP.
AX-20289 - An issue has been resolved where the Unit of Competency Expires report name was displaying incorrectly.
AX-20294 - An issue has been resolved where dates were displaying incorrectly on class enrolments for Learning Plans.
AX-20311 - An issue has been resolved where HST was not being included in OEF Enrolments.
AX-20313 - An issue has been resolved where adding or editing a workshop type would direct users to a page not found when the discount flag was off.
AX-20335 - An issue has been resolved where in the Contact Details report including the Last Updated By User field could cause an error.
AX-20342 - An issue has been resolved where preventing users from uploading JFIF file types to the image library.
AX-20391 - An issue has been resolved where updating the Ezypay public link could prevent Ezypay from functioning.
AX-20446 - An issue has been resolved where users could experience a "connection is expired" message when using Learner Help Requests. An additional issue has also been resolved where the page would not refresh correctly.
May 15th
Improvements
Update Queensland’s state funding source list (AX-19860)
To stay up to date with Queensland compliance reporting we have updated the wording for the following funding sources.
- GS2 - Free apprenticeships for under 21s Full fee
- GS3 - Free apprenticeships for under 21s Partial exemption
- GS4 - Free apprenticeships for under 21s Full fee Exemption
- GS6 - Free apprenticeships for under 25s (21-24 year old) Full fee
- GS7 - Free apprenticeships for under 25s (21-24 year old) Partial exemption
- GS8 - Free apprenticeships for under 25s (21-24 year old) Full fee exemption
Exclude Enrolments with Blank USIs in Compliance Reporting (AX-20014)
A new option has been added when running AVETMISS reports to “Exclude records with blank USIs” which allows you to exclude these records from compliance reports. To accompany this change, we have also updated the label of the “Exclude unverified USIs” option to “Set unverified USIs to blank”.
Workflow Performance Improvements (WOR-79)
We have removed the ability to create automated workflow tasks where a user task is created on the creation or date of another user task, this change will improve system performance and stability across the board.
For clients who have these automated tasks already set up, they will continue to work, but no changes or new tasks will be able to be created.
Warning for Deleting Resources in Learning Plans (AX-20270)
We have added a warning that will be displayed when attempting to delete a Resource that is linked to a Learning Plan to help ensure active resources aren't erroneously removed.
Fixes
AX-17319 - An issue has been resolved where the Warehoused “Invoice” report did not show some Ezypay subscriptions.
AX-20351 - An issue has been resolved where Learner Help Requests were not correctly including contextual information (for example, context about the Learner's position within an Assessment Task).
AX-19611 - An issue has been resolved where the partner organisation and domain fields on a class would be cleared when its qualification was no longer an active course of the partner organisation.
AX-19849 - An issue has been resolved that allowed Cancelled workshops to still appear to students in the Learner Portal.
AX-19857 - An issue has been resolved where importing or exporting from Xero encountered an error.
AX-19880 - An issue has been resolved where Workshops occurring today would appear in the future tab of the Upcoming Trainer Workshops widget.
AX-19953 - An issue has been resolved in the Work-Based Learning admin area where the progress bar was inaccurately displayed.
AX-20012 - An issue has been resolved while merging organisations where the banner would not be merged.
AX-20080 - An issue has been resolved where non-auto-marked Items could prevent attempts from being auto-marked.
AX-20089 - An issue has been resolved where the default system invoice offset was not enabled by default.
AX-20128 - An issue has been resolved where In-House Workshop Invoices would generate incorrectly with the ‘GST included’ option selected.
AX-20161 - An issue has been resolved where the 'Send Contact Agreement' workflow action would not populate student's information correctly.
AX-20171 - An issue has been resolved where ordering organisation notes by date would not work correctly.
AX-20195 - An issue has been resolved where while only using some items from a Question Bank, max scoring in the marking UI would not correctly mark 100%.
AX-20208 - An issue has been resolved where links to Learning Vault Certificate displays were incorrect.
AX-20221 - An issue has been resolved where you were unable to delete a Question Bank if it was linked to a deleted task.
AX-20246 - An issue has been resolved where Multi Short Answers would overflow the display container while using Firefox.
AX-20248 - Various styling issues have been resolved in the Work-Based Learning admin area.
AX-20268 - An issue has been resolved where Assessment notes duplicated by Build on Attempts could not be deleted.
AX-20284 - An issue has been resolved where Assessors would not appear on an Assessment Instance.
Assessment Permissions Update
Note: This section was originally included with the May 1st, 2024 Release Notes.
Some adjustments have been made to the User permissions related to Assessment Marking. The related permissions are the Assessments and the Assessment Submissions permission groups.
Why have these changes been made?
The changes have brought permitted actions in line with the intention of the permission groups. This has created more consistency and will allow you to streamline the channels that Assessors can use to access the Assessments they need to mark, whilst simultaneously improving the control you have over the actions that they can take.
What has changed?
- The Assessments - View permission is no longer required to access an Assessment Enrolment, or the Assessment Marking pages. However, many actions on these pages will be restricted without this permission. The Assessments - View permission is still required to access an Assessment Task, or an Assessment Instance.
The following image illustrates the difference between two configurations - the first having the Assessments - View permission, and the second without.
Importantly, this change also allows Assessors to use the Assessment Matrix View on a Workshop or a Class to access an Assessment Enrolment, without granting them access to your entire library of Assessment Tasks.
- The logic to check whether Assessors could view an Enrolment or Attempt has been improved to be more secure. That is, if they are not assigned as the Assessor, and also do not have the Assessment Submissions - View permission, they will be unable to access the Enrolment or Attempt. If a User has the Assessment Submissions - View permission, they will have access to all Assessment Enrolments, regardless of whether they are assigned as the Assessor or not. This was previously already the case, however we have improved the logic surrounding this.
- We have improved the validation on several Assessment pages, so that UI elements are disabled with an informative hover effect if the user does not have adequate permissions. Previously, users could execute the action however received an error if they were missing permissions. This change is purely a user experience enhancement, and has not modified any actions that a user can take on these pages.
What should I do now?
If your Assessors do not have the Assessments - View permission, encourage them to check out the Assessment view on the Class or Workshop matrix. They can now use the matrix to quickly access Enrolments that they wish to Mark by clicking on a Learner's outcome. As a reminder, the Assessment View is available from any Class or Workshop matrix that has at least one Assessment attached to it.
We believe these changes will complement the Assessment widget available on the Dashboard, so users who prefer this channel can continue using it.
If your Assessors do have the Assessments - View permission, consider reviewing whether they still need that permission or if you’re able to remove their access.
Finally, if you have more than one Assessor user role type, we’d recommend reviewing the permissions that each of them have and making any adjustments that are necessary.
How should I configure the permissions of my Assessors?
- If their role is purely to Mark Assessments, then we advise granting them only the Assessment Submissions - Finalise permission. This will allow them to Mark any Assessments where they are assigned as the Assessor. If they are not assigned as the Assessor, they will not have permission to view the Enrolment or Attempt.
- If you do not assign Assessors to enrolments and still wish for them to mark Assessments, then those users would require the Assessment Submissions - View permission.
- If your Assessors also require access to Assessment Instances or Assessment Tasks, then you will need to grant them the Assessments - View permission.
How should Assessors access the Assessments that they need to mark?
We recommend the following channels:
- The Online Assessments Dashboard widget will display Assessments relevant to the Assessor awaiting to be Marked or Finalised. The widget also checks the Assessment Submissions - View permission, and will display all Assessment Submissions if the user has this enabled. Note: There have been no changes made to the widget with this update.
- The Assessment View on a Class or Workshop is likely to be the most contextually-relevant to users.
- The template field [Assessment Mark URL] sent via Email or Workflow will generate a link that takes the Assessors directly to the attempt.
- The aXcelerate Trainer App can be used for Observation Assessments.
When are these changes going Live?
These changes are currently available for all customers in Staging. They will be gradually rolled out to production over the coming weeks, based on the cluster your aXcelerate account is hosted on. If you would like these changes enabled earlier for your account, please contact us on mark@axcelerate.zendesk.com.
- Stradbroke - 1 May, 2024
- Snapper - 15 May, 2024
- Burleigh - 15 May, 2024
- Wurtulla - 29 May, 2024
- Mudjimba - 29 May, 2024
- Kirra - 29 May, 2024
- Currumbin - 5 June, 2024
- Greenmount - 5 June, 2024
- All remaining clusters including single-tenancy clusters - 5 June, 2024
To find out which cluster you’re on, navigate to your System Settings.
If you have any feedback regarding these changes, please submit it to mark@axcelerate.zendesk.com.
May 1st
Improvements
Agreements in the Learner Portal (AX-17266)
Agreements are now available to Learners directly within their Learner Portal. Documents the Learner has or will be required to sign will be displayed in the Agreements tab of the Learner's Profile along with the document's status.
This tab can be hidden by disabling 'Show Learner Agreements' in the Learner Portal & App Settings tab of your System Settings.
Updated Labelling for Learner's Signatures in Assessments (AX-19983)
We have improved the labelling of Learner signatures to show the method used to sign their assessments. Now, if a Learner signs through the Trainer App, this will be indicated next to the signature for auditing purposes.
Styling Improvements in the Assessment Enrolment View (AX-19766)
We've made some styling improvements to the buttons in the Assessment Enrolment View to help improve the overall experience. The changes include a new icon for the Update buttons, and increasing the size of some buttons to match their text.
Increase Loading Speed when Creating, Updating and Marking Assessment (AX-20038)
We have reduced the loading time for the interfaces that appear when creating an assessment task, updating assessment task settings and marking assessments. The performance improvements will be significant for accounts that have a large number of Trainer users.
Fixes
AX-18836 - An issue has been resolved for the Warehoused Learning Plan Module Enrolments report where display fields related to the number of elements completed/remaining were not working correctly.
AX-19478 - An issue has been resolved for the Assessment Log displayed its styling incorrectly.
AX-19481 - An issue has been resolved where there was no ability to specify default day start and end times on the Class Timetable page.
AX-19997 - An issue has been resolved where the end date could be set before the start dates on the 'new enrolment' and 'edit enrolment' forms.
AX-20066 - An issue has been resolved where manually recorded durations were appearing incorrectly in the history log.
AX-19025 - An issue has been resolved where selecting a learner's name in the E-Learning Status Log would result in a timeout.
AX-20079 - An issue has been resolved where tooltips were being hidden while making bulk updates to units.
AX-20116 - An issue has been resolved where invoices would be relinked to an enrolment booking after altering an invoice after crediting or cancelling.
AX-20194 - An issue has been resolved where assessment tables were incorrectly spaced.
What's New in April
April 17th
Improvements
Permissions Update for Notes (AX-18009)
We are making changes to the Notes permissions by breaking them into two separate permissions, Contact Notes and Workshop Notes. This allows you to provide users with more granular permissions so that you can give access to one type of notes without giving access to the other. All users with the previous Note Management permission will initially have both the Contacts and Workshop Notes permissions.
Create new Assessments Instance when linking to Classes (AX-18346)
When linking Assessments to a Class, you can now generate a new Assessment Instance to enrol Learners into. Previously you were only able to link an existing Assessment Instance, meaning you would need to manually create one if it didn't already exist. You can also still link current Instances as the process previously worked.
Faster Loading for Assessment Enrolments (AX-19516)
The left menu containing all Assessments will now start collapsed when navigating directly to the enrolments view from outside the Assessments area. This will help make the page load faster by only showing the data you need.
Assessment Library Escape Shortcut (AX-19504)
While in the Assessment Library, you can now press the Escape key to quickly navigate back to the previous screen you were on.
Improved Error Messaging for API Enrolment Failures (AX-19924)
We have improved the Contact Notes that are generated when an error occurs while enrolling learners in Assessments and E-Learning through the APIs. Each Contact Note will now have a clear explanation and reason the error occurred.
Consistent Assessment Authoring styles (AX-19752)
We have made some adjustments to Assessment Authoring to ensure that, while you are writing, previewing or publishing in Assessment Authoring your content will look identical.
Competency Outcome Identifier added to the Unit Enrolments Report (AX-19913)
We have added the Competency Code Identifier field to the list of display fields for the Unit Enrolments report.
Western Australia Finance Model allows $0 tuition fees (AX-19718)
We have updated the Finance Model for Western Australia to allow users to allocate a $0 tuition fee instead of null.
Fixes
AX-19915 - An issue has been resolved where an error appeared on screen when accessing Marking in the Assessment menu. This occurred when a user had permission to edit but no permission to view Assessments.
AX-20021 - An issue has been resolved where the Create Host Employer button on the Organisation page would not direct the user to create a new Host employer for Work Based Learning.
AX-20060 - An issue has been resolved where the Partner Account Credit Balance and View Credit History did not match.
AX-16890 - An issue has been resolved where discount prices weren’t being recognised in invoices generated for E-Learning Enrolments through the API.
AX-17104 - An issue has been resolved where the InvoiceID was displayed instead of the Invoice Number on the Xero Import Payments page.
AX-19025 - An issue has been resolved where a large amount of data being selected for MYOB export resulted in page timeout.
AX-19545 - An issue has been resolved where Client Agreements would show GST amounts even if the In-House Workshop has GST exemption.
AX-19570 - An issue has been resolved where users were unable to create an In-House workshop client invoice when GST is being included.
AX-19653 - An issue has been resolved that prevented users from enabling assessment mapping in the Create New Qualification form.
AX-19801 - An issue has been resolved where an error would occur while attempting to preview a template with any Employer Template Fields selected.
AX-19813 - An issue has been resolved where Assessment Tables were not formatted correctly.
AX-19843 - An issue has been resolved where users were able to save a Class while the end date was before the start date.
AX-19854 - An issue has been resolved where after an Enrolment had been cancelled marking buttons were still being displayed.
AX-19900 - An issue has been resolved so that now the Preview and Download appear in published Learning Plans.
AX-19901 - An issue has been resolved where Manually Recorded Days had no range limit.
AX-19914 - An issue has been resolved where Invoice search filters would be cleared after marking the invoice as not exported.
AX-19926 - An issue has been resolved where while opening the Help Requests users could experience a double-loading visual bug.
AX-19942 - An issue has been resolved where the ‘&’ symbol was not displaying correctly in the User Roles dropdown for System Fields.
AX-19951 - An issue has been resolved while creating a Learning Plan, adding a new assessment element to a module while previewing caused an error.
AX-19954 - An issue has been resolved where Billing and Shipping information on the Finance Management page would overflow if a lot of information was being displayed.
AX-19956 - An issue has been resolved where in the Resource Library the Inactive and Active tabs were not appearing while using advanced search.
AX-20059 - An issue has been resolved in the Assessment Preview where the submission popup was not hidden behind other items.
AX-20063 - An issue has been resolved where users were able to create Delivery Locations without the correct permissions.
AX-19851 - An issue has been resolved where Organisation Notes were not being sorted correctly if there were pinned notes.
April 3rd
Improvements
Bulk Download Workshop Certificates (AX-18349) Ideas Forum
You can now Bulk Download Workshop Certificates to make it easier to share and export the data to other systems. The certificates can be exported individually in a Zip file or as one combined PDF. You can also select which specific learners you want to include in the export.
Assessment Enrolment Page Updates (AX-19513)
The Attempts table on the Assessment Enrolment page will now display the Contact who submitted the attempt and the time the attempt was started. The order of the columns in the attempts table has also been updated to reflect the timeline of events for an assessment attempt.
Always Display Satisfactory & Unsatisfactory Buttons for Binary Assessment Marking Scales (AX-19842)
The Satisfactory and Unsatisfactory buttons in the Assessment Marking interface will now always be displayed while marking a question when there are only two marking scale options.
Line Breaks in Assessment Marking Criteria (AX-19932)
Assessment Marking Criteria will now display line breaks when marking and printing Assessments
Performance Improvements for Learning Plans in the Learner Portal (AX-18979)
We have improved the load time of Assessments contained within Learning Plans in the Learner Portal to help students access their learning content faster.
Fixes
AX-19826 - An issue has been resolved preventing users from switching between some Template types.
AX-19205 - An issue has been resolved where the latest updated date was often not updated when making changes in a Workshop Booking.
AX-19497 - An issue has been resolved where the incorrect Unit outcome was being applied to students who have a future enrolment date.
AX-19563 - An issue has been resolved where the collapsable panel in the Assessment Mapping page had some minor misalignments.
AX-19657 - An issue has been resolved where In-house Workshop invoice GST calculations were incorrect.
AX-19713 - An issue has been resolved where an enrolment status for the same student in different Workshops was showing incorrectly in the eLearning view.
AX-19754 - An issue has been resolved where inactive Assessment Types were not displayed correctly when editing Assessments.
AX-19764 - An issue has been resolved where text was being displayed incorrectly for some font styles when Authoring Assessments.
AX-19771 - An issue has been resolved where some Work-Based Learning Host Employers were not able to be added to a placement when a large number of Host Employers existed.
AX-19772 - An issue has been resolved where Total Attendance Hours were not being displayed correctly.
AX-19782 - An issue has been resolved where some permissions were not correctly applied within Assessment Authoring.
AX-19807 - An issue has been resolved where rows in the Workshop Bulk Enrol table were not displaying correctly based on maximum participants.
AX-19818 - An issue has been resolved where selected Assessment Library Tags were not correctly bulk deleted if a single tag of the selected tags was deleted first.
AX-19821 - An issue has been resolved where blank Multi Short Answer questions were able to be submitted after refreshing the page.
AX-19824 - An issue has been resolved to improve the loading speed when accessing the Assessments View.
AX-19827 - An issue has been resolved where the Template Field selector was displayed twice in the Template Editor.
AX-19850 - An issue has been resolved where GST was not applied against line items on manual invoices & workshops correctly.
AX-19875 - Resolved an issue where answers to Fill in the Blank questions split over multiple lines could be automatically marked incorrect.
AX-19886 - An issue has been resolved where a user could sometimes submit two Assessment Attempts for the same enrolment.
AX-19887 - An issue has been resolved where an error would occur when viewing an Assessment Enrolment after an assessor linked to the enrolment had been deleted.
AX-19908 - An issue has been resolved that caused some styling issues with the navigation bar in Work-Based Learning.
AX-19928 - An issue has been resolved where some styling was displaying incorrectly in Assessment Types with long descriptions.
AX-19943 - An issue has been resolved where the Learner Portal would display older versions of Resources.
AX-19948 - An issue has been resolved where the Work Based Learning Logbook was unable to be exported.
What's New in March
March 20th
Improvements
Edit Learner Help Request Messages (AX-17293) Ideas Forum
Admins can now edit help request messages using a new text editor accessible in the expandable menu. This will allow admins to make edits or correct any errors when replying to student help request messages.
Agreements Displayed in the Contact Profile (AX-18330)
Agreements can now be viewed directly from the Contact Profile to help streamline access to signed documents.
Online Assessment Dashboard Widget Performance Improvements (AX-19623)
We have improved the performance of the Online Assessment Dashboard Widget, allowing you to access Online Assessments the dashboard faster.
Course Instance Detail API Updates (AX-19828)
The GET /course/instance/detail API endpoint has been updated to include additional information about associated Workshops and specific details related to the Qualification and Finance Code allowing this information to be accessible from external systems.
Fixes
AX-19078 - An issue has been resolved where the profile image would break after merging contacts.
AX-19461 - An issue has been resolved where learners could not add activities to their Development Plan without Continuous Professional Development rules being set.
AX-19485 - An issue has been resolved where editing the training category validation would cause an error if there were no changes.
AX-19507 - An issue has been resolved where email templates were displaying the first learner's name instead of the term learners when sending a template to multiple learners.
AX-19615 - An issue has been resolved where on the Student Restrictions page archived linked documents were incorrectly shown.
AX-19712 - An issue has been resolved where the Training Category Tags were displaying incorrectly in the Activity card.
AX-19740 - An issue has been resolved where the Online Assessments in Classes reports display incorrect information.
AX-19834 - An issue has been resolved where students sometimes could not submit Assessments after checking each question in an attempt.
AX-18863 - An issue has been resolved where assessments with a significant amount of mapping components would cause an error.
AX-19822 - An issue has been resolved where some drop-down menus weren’t displaying their content correctly.
March 6th
Improvements
Pin Notes for Contacts and Organisations (AX-15830) Ideas Forum
Notes can now be pinned to Contacts and Organisations, this will allow important information to always appear at the top while searching Contacts or Organisations.
Performance improvements and bulk link elements for Learning Plans (AX-18981)
Significant performance improvements have been made whilst Authoring Learning Plans. Additionally, new functionality has been added allowing Elements to be linked to Units of Competency in bulk.
Indicators for templates and reports used in workflows (AX-17365) Ideas Forum
Templates and reports now include an indicator if they are used within any automated workflow tasks, aiding in better management and editing of these elements.
Learning Plans usability improvements (AX-18413)
Minor improvements have been made to Learning Plans, including more responsive click areas, terminology consistency and better text-cursor placement after clicking certain buttons. These changes improve the usability of the feature.
Default values for Assessment Marking Scales (AX-19023)
Marking Scales in the Assessment Library now come with default values, streamlining the setup process for new assessments.
Navigation Improvement when using EzyPay Templates (AX-18090)
A new "Back to EzyPay Subscriptions" link has been added, ensuring seamless navigation after sending an EzyPay template.
ABN in the Invoices Report (AX-12569)
We have added ABN as a Display Field and Filter to the Invoices Report.
Fixes
AX-16333 - An issue has been resolved when updating your payment method with EzyPay.
AX-17928 - An issue has been resolved where users were unable to unlink global accounts from individual accounts.
AX-19090 - An error message has been updated when a student does not have any Units of Study to report.
AX-19238 - An issue has been resolved where discounts were not being displayed on existing classes.
AX-19274 - An issue has been resolved where Partner credits were mistakenly deducted during the preview of Certificates without issuing.
AX-19375 - An issue has been resolved that was preventing unused tags from being deleted.
AX-19382 - An issue has been resolved where tuition could be linked to an incorrect invoice.
AX-19389 - An issue has been fixed where dragging and dropping a Workshop to another Trainer did not update the Trainer or Workshop Date.
AX-19406 - An issue has been resolved where in some cases Learning Plans were unable to continue to the next Assessment.
AX-19483 - An issue has been resolved where certificates could be issued despite outstanding tuition fees.
AX-19491 - An issue has been resolved where Marking Scales would be cut off during printing.
AX-19501 - An issue has been resolved when selecting a non-default payment method where the payment method would change to the default payment method for EzyPay Subscriptions.
AX-19520 - An issue has been resolved where Certificate QR codes would ignore the setting to hide internal units.
AX-19532 - An issue has been resolved where certificates were unable to display the Units of Competency table.
AX-19547 - An issue has been resolved where the Info Tab did not load by default in Assessment Marking when the Marking Tab was not present.
AX-19552 - An issue has been resolved that prevented access to Web & Other Intergrations tab of your system settings.
AX-19560 - An issue has been resolved that prevented users from issuing Digital Badges through the Learning Vault integration.
AX-19567 - An issue has been resolved where the class enrolment matrix was unable to export to excel.
AX-19694 - An issue has been resolved where the Exit button was missing while Previewing a quiz on smaller browser windows.
AX-19711 - An issue has been resolved where Marking Scales were not being saved correctly.
AX-19753 - An issue has been resolved where retaking previously completed Lessons in the Learning Portal would result in all answers being marked as incorrect.
AX-19797 - An issue has been resolved where previewing an Assessment in a Learning Plan displayed the original version of the task rather than a newer version.
What's New in February
February 21st
Improvements
New Assessment Enrolment Page (AX-15851)
The layout of the Assessment Enrolment page has been modernised to better reflect the remainder of the LMS. The new interface improves the availability of information on the page, and adds an area to create Internal Enrolment Notes for Assessors interacting with the Enrolment. In order to access this page, Users need to be set as Assessors for the enrolment, or have the Assessment Submissions - View permission.
Bulk Mark Observation Assessments (AX-17252) Ideas Forum
Observation Assessment Submissions can now be Marked in Bulk on the Marking page. This should significantly speed up the marking process by allowing Assessors to select any number of Items and mark them as satisfactory or unsatisfactory with a single action.
Default Values for Manual Template Fields (AX-18163) Ideas Forum
Manual Template Fields allow you to include additional content before sending a template to recipients. You can now set a Default Value for these fields, so that you can use these fields more efficiently and only need to enter the content manually when it is different from the default.
Deactivating Items in the Resource Library (AX-17037) Ideas Forum
Items in the Resource Library can now be made Inactive. This should allow redundant or superseded items to be removed from the Active list, decreasing clutter and allowing for a better User experience. Items that have been made Inactive will remain accessible in Learning Plans.
Shuffle Hot Spot Options (AX-17788) Ideas Forum
The order of Hot Spot Assessment Question responses can now be shuffled so that each Learner will receive them in a random order in their Learner Portal. This can be done by clicking the Shuffle icon next to Item Options in the Assessment Authoring area.
Printing Support added for Order Items Questions (AX-19487)
We have added support for printing Order Item type Questions. This Question Type can now be printed with results or can be exported as blank to be used for paper-based assessments.
Additional Items in the Workshop Bookings Report (AX-19042)
Additional Booking Items can now be added as a Display Field to the Warehoused version of the Workshop Bookings Report.
Ezypay Payment Breakdown Information (AX-19028)
For users who have made payments through Ezypay, there is now a tooltip that displays additional information on the breakdown of past payments and what the individual portions were related to.
Fixes
AX-17908 - An issue has been resolved where deleting a Report was not properly archived within the Saved Reports.
AX-19045 - An issue has been resolved where cancelled or deleted Assessment Enrolments would still appear in the Learner Portal.
AX-19171 - An issue has been resolved where Short Courses would sometimes appear as Long Courses.
AX-19224 - An issue has been resolved where XERO tracking categories were missing from the Finance Code page
AX-19393 - An issue has been resolved where the Force Latest Version checkbox in the Resource Library would cause the page to timeout.
AX-19339 - An issue has been resolved where Class Enrolment Report filters were incorrectly showing Learners when filtering for Learners who have completed all Assessments.
AX-19405 - An issue has been resolved allowing users to move events while deleting a Domain.
AX-19418 - An issue has been resolved where an error occurred while creating a Workshop Type.
AX-19419 - An issue has been resolved where duplicating a Workshop with special characters would create errors in the name field.
AX-19433 - An issue has been resolved where entering a long comment while deleting a Certificate would cause an error.
AX-19450 - An issue has been resolved where the default Templates Organisation field would appear blank.
AX-19452 - An issue has been resolved where previous Learners would appear when printing attendance.
AX-19456 - An issue has been resolved where Ezypay customers could be created without an email address.
AX-19467 - An issue has been resolved where exporting GST-inclusive invoices to MYOB would not have a GST tax code.
AX-19489 - An issue has been resolved that prevented the bulk download of Certificates from the Certificate Register Report.
AX-19610 - An issue has been resolved where Attempt Evidence or Attempt Feedback pages were sometimes failing to load on Assessments with a large number of questions.
February 7th
The Assessment Library & Question Banks
A suite of Assessment Authoring improvements, including the addition of Question Banks, are now available in your live environment. To get started, navigate to the new Assessment Library under the revamped Assessments menu.
Features & Benefits include:
- Assessment Library, so that you can easily reuse Content & Questions and reduce double-handling
- Question Banks, to enable randomised question delivery
- Tags, to keep your Library organised
- Improved Authoring experience, to speed up your Authoring workflow
- Improved Mapping interface, to improve usability and speed up your mapping
Some new Help Articles have been made available for these changes:
The previous Assessment Help Articles will be archived or updated over the coming days so that they correctly reflect the current state of the system.
Improvements
Performance Improvements in Assessments (AX-18820)
We have made some changes in the internal links between Trainers and Assessors to reduce bottlenecks and improve performance in the Assessments area and other areas where Assessors are listed. From now on, you can only add users as Assessors if they have a User Profile and are present in the Trainers Table. Any existing Assessors who are not on the Trainers Table will be added automatically during this process. This change will significantly enhance the speed of loading lists on pages that contain these details. Please note that customers may see a shorter list of Assessors due to this change. Going forward, they should add new Users to the Trainers Table to include them in future Assessments.
Delivery Location fields for Certificate Templates (AX-15301)
You can now include Workshop Delivery Location details in Certificate Templates including the name, address, display label, and identifier. This allows you to dynamically include information on Workshop Certificates about where the training was conducted.
Agreement Name Filter in Agreement Signature Request Report (AX-18992)
The Agreement Name filter is now available for the Agreement Signature Request Report. Workflows can now use this filter to identify specific documents and take action if they have not been signed.
Commencing Program Cohort Identifiers Template Field (AX-19359)
Enrolment in Victoria now requires completion of the "Commencing Program Cohort Identifiers" field. This field can now be utilised in the Template Builder for creating Certificates and other documents.
Performance Improvements in Assessment Creation (AX-19425)
The Name field in Assessments has undergone performance enhancements, resulting in a more streamlined Assessment creation process. As a result, the creation of Assessments is now more efficient.
GST inclusion for Workshop Items (AX-19402)
Multiple Workshop-related items have been updated to include GST. This can now be included for costings against Public and In-house Workshop Instances, Sales Items, and Sales Items Postage prices.
Trainer Page Edit Link (AX-19403)
The Trainer listing page now includes a direct link to edit a Trainer's profile, allowing for quick updates.
Organisation API Consistency Improvements (AX-19408)
We have improved the Organisation's API endpoints, ensuring consistency of behaviour between the different interaction methods. For further information please see our API help documentation.
Fee waiver value 'F' added for SVTS reporting (AX-19408)
Fee Exemption/Concession Type value 'F' has been added to VIC reporting state Classes in preparation for 2024 Reporting.
Fixes
AX-18162 - An issue has been resolved that previously prevented Learners from being enrolled in Learning Plan elements linked to a unit not present in the student's enrolment.
AX-18903 - An issue has been resolved where Learners could still view correctly answered questions in Assessments with the Hide Correct Answers option set.
AX-19237 - An issue has been resolved where Users were unable to select a date in the Finance Area.
AX-19180 - An issue has been resolved where the Domain field of a Delivery Location would be reset when it is removed.
AX-19252 - An issue has been resolved where Learners could manipulate their computer timezone to alter the time elapsed during an Assessment. Please note that this was a visual issue only, and students were unable to modify or add responses after the time limit had passed.
AX-19355 - An issue has been resolved where the System failed to display an error when a User tried to update the Finance Code for a Partner that didn't have a Payer Contact set up.
AX-19357 - An issue has been resolved where Users encountered an error while editing the Templates.
AX-19390 - An issue has been resolved where you could not select the Notify Trainer checkbox when creating a Workshop.
What's New in January
January 24th
Improvements
Agreement Signing without a Confirmed Account (AX-19234)
Users with pending invites can now sign Agreements prior to logging in if they have been issued an account within the System. This can help in situations where Agreements are being used as part of the onboarding/signup process and it isn't guaranteed that the User will have a Global account at the time of the Agreement being sent.
Transfer Options for Workshops to Include Past Classes (AX-19278) Ideas Forum
When transferring a Workshop Booking with a Linked Class, you can now prefill data for Classes even if they occurred in the past. This should streamline the Workshop transfer process significantly for situations where the Workshop is still current but the Linked Class is already completed.
Learning Plan Element Preview Improvements (AX-18883)
The Preview button for Assessment elements in the Learning Plan is now visible irrespective of the Learning Plan's status. Additionally, a new button for Resource elements has been added, which takes Users to the Resource Library record. Furthermore, via the vertical-dot menu for Learning elements, a new button has been added that allows users to Open Learning in a new window irrespective of Learning Plan status.
Certificate Download Options in the Learner Portal (AX-17278)
We have improved the access to Certificate Download in Learner Portal in the following areas:
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A Certificate Download button has now been added on the Learner Portal dashboard course card if there is at least one Certificate available
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A Download option has now been added to the Certificate Sharing section
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A Preview is now available from the Certificate Sharing section
These additional options are currently only available when the "Learners can download Certificates when available" option is enabled in the Learner Portal Settings.
Notes in Group Workshops (AX-19010)
Users can now add Workshop Group and Financial Notes to better manage the Workshop when tracking or viewing at the Group level.
Alternate Email option when Merging Contacts (AX-18315) Ideas Forum
Users can now interchangeably select primary and alternative email addresses when merging contacts.
Help Request Performance and Security Improvements (OP-751)
We have upgraded our supporting infrastructure for Help Requests for better performance and to keep in line with updates to the underlying infrastructure. Users may experience a brief interruption to the feature of up to thirty minutes while the Release is deployed.
Hide Header and Footer for Printed Assessments (AX-17185)
A new toggle option for Assessments has been added to the Print View screen. Users can remove the Header and Footer by checking the "Hide Header and Footer" option. The setting is off by default and can be found under the Student Record, Assessor Guide, and Blank Assessment tabs.
Additional Information in Help Request Views (AX-17493)
Help Requests now display time and date for greater visibility. Display format varies based on the age of the request.
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Within seven days: time is displayed, but not the year
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Within the same year but beyond seven days: neither time nor year are shown
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Outside of the current year: time is not shown, but the year is displayed
This will allow for quick identification of time-sensitive Help Requests and enable easy auditing in the future.
Custom Fields added to Certificate Register Report (AX-18880)
Contact custom fields are now available as filters and display fields for the Warehoused Certificate Register report.
Contacts from Child Organisations to be Displayed in the Client Portal (AX-18970)
In the Client Portal, users linked to a Parent Organisation will now be able to see enrolments for Learners of Child Organisations.
Fixes
AX-17005 - An issue has been resolved where PDF Templates would not load correctly for some Learners.
AX-18717 - An issue has been resolved where Booking Confirmation emails were not sent when booking multiple Contacts into a Workshop simultaneously.
AX-18901 - An issue has been resolved where date scheduling would be affected by Timezones incorrectly when enrolling Learners into Online Assessments.
AX-19096 - An issue has been resolved where the Reset button in the Assessment Marking filter was not functioning correctly.
AX-19166 - An issue has been resolved where Units would not display correctly in the Assessment Mapping page.
AX-19170 - An issue has been resolved where Users could not deactivate Trainers against a Partner profile.
AX-19192 - An issue has been resolved where Assessments would not load in the Learner Portal if the Learner was enrolled in more than 2000 Learning Plan elements.
AX-19220 - An issue has been resolved where the Header and Footer of the Template page were visible by default.
AX-19244 - An issue has been resolved on the Goals Register page where the Next/Prev buttons were unresponsive when viewing Contact Notes.
AX-19246 - An issue has been resolved where incorrect authorship was displayed on Online Assessment Feedback.
AX-19318 - An issue has been resolved where an error would occur upon entering the Class Enrolment page.
January 10th
Question Banks (Staging Release)
A suite of Assessment Authoring improvements, including the addition of Question Banks, have been enabled in your Staging account for an extended period. To get started, navigate to the new Assessment Library under the revamped Assessments menu. We currently plan to release the features to Live for all customers in February (may be subject to change depending on feedback from the community).
Features include:
- Assessment Library, so that you can easily reuse Content & Questions
- Question Banks, to allow randomised question delivery
- Tag system, to keep your Library organised
- Improved Authoring experience, to speed up your Authoring workflow
- Improved Mapping interface, to improve usability
If you wish to enable the features in your Live account before the full release, you can do so by navigating to Settings --> System Settings --> Additional Options and enabling the Question Banks setting.
Some new Help Articles have been made available for these changes:
The previous Assessment Help Articles will remain as they are until we complete the Live release of the feature, at which point they will be migrated and/or deprecated as appropriate.
Improvements
Additional Transfer Options for Workshops (AX-19046) Ideas Forum
To better enable transferring linked Classes when transferring Workshop Enrolments, we have added new detection and prefilling when performing this task to reduce overhead for Clients who mostly run from a Workshop perspective rather than a Class. An upcoming improvement will also allow this prefill option to recognise Classes that are already completed but still relevant to the Workshop Enrolment being transferred.
Optional Contract Schedule Reporting Codes (AX-19070)
Contract Schedules now have the option to be reported as 'blank' so that they are not included in compliance reports. This allows you to configure multiple Schedules and payment outcome rules to be used for Contract Reconciliation purposes for formats that require no contract code. This is particularly relevant for some types of SVTS enrolments.
Units Report (AX-18907)
A new ‘Units’ report is now available under the Accredited Training section, allowing you to retrieve data on all Units of Competency and associated information in your account regardless of enrolments and qualification mapping. Both a live and warehoused version of this report will be available.
New Assessment Filters for Class Enrolments Report (AX-17103)
You can now add Filters and Display fields that show the number of linked Online Assessments of particular statuses in the Class Enrolments Warehoused report. These have been added to help better report on Learner Progression.
Trainers Page Navigation Improvements (AX-19111) Ideas Forum
We have updated the link for the Trainer name on the Trainers page to navigate to the ‘Update Trainer’ page rather than the contact profile. We have also made it so users will be taken to the ‘Update Trainer’ page after successfully adding a new trainer.
Hide Model Answers When Printing Assessment Attempts (AX-17762)
You can now choose to hide the Model Answer when printing Assessments Attempts so that Learners can use the records and learn for their next attempt without being told the Answer directly.
Links added in the Online Assessment Reports (AX-18353)
Online Assessment Enrolment IDs and Instance IDs displayed in Online Assessment Reports can now be clicked to view the associated instance or enrolment to help make navigating to records easier.
NSW S&S Reporting Tooltip (AX-18870)
A tooltip has been added to Withdrawn Unit outcomes with 0 hours, that explains that the outcome will be reported as NYS(85) for Smart and Skilled reporting. This only applies to Classes configured for Smart and Skilled.
Fixes
AX-15087 - An issue has been resolved where, despite being paid and unlocked, linked Invoices were not properly showing as linked.
AX-19144 - An issue has been resolved with line height for the Authoring/Preview page.
AX-18839 - An issue has been resolved where payment due dates for items on custom payment plans defaulted to a week in the future within the form.
AX-18949 - An issue has been resolved where when adding and saving a new Question in an Online Assessment an error could occur.
AX-19086 - An issue has been resolved where, occasionally, Contact Details could be overridden when submitting a spreadsheet through the Bulk Enrol tool for Workshops.
AX-19088 - An issue has been resolved where resending a User Invite to a specific email address would fail if the contact no longer had a valid email address.
AX-19089 - An issue has been resolved where Organisation Custom Fields were not pulling through to Templates.
AX-19099 - An issue has been resolved where, when using the Bulk Enrol tool via a spreadsheet import, a contact duplication could occur.
AX-19101 - An issue has been resolved where the Organisation Field was incorrectly showing on the Contact page even when the 'View Restricted Fields' flag was turned off.
AX-19127 - An issue has been resolved where Learning Plan Modules were not being automatically selected during enrolment when attached Assessments were selected.
AX-19136 - An issue has been resolved where Users were not notified if attempting to update a Training Category with a name that already exists in the System.
AX-19143 - An issue has been resolved where the Fee Exemption/Concession Type value 'F' was not added to VIC reporting state classes.
AX-19168 - An issue has been resolved where an error message would appear when trying to delete a Competency Type.
AX-19203 - An issue has been resolved where Assessments with the 'Task Visible to Student' set as False were still visible in the Learner Portal's 'Recent Results'.
AX-19241 - An issue has been resolved where a Smart & Skilled report was not working for some clients, preventing the submission of NSW data.