Description A new option is available in v4 Client to search for a Professional Portal account and unauthenticate them from their caseload in bulk. This helps SEND caseworkers to save time compared with unauthenticating them on individual involvements for each student record. Focus -> Services-> SEND Portal Professional Bulk Unauthentication Search for and select the required account. Click Bulk Unauthenticate. […]
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Description When searching for records on the Select Person screen on the Professional Portal, authenticated professionals can now filter by Status. This enables them to view the status of cases without having to enter individual records. The statuses appear as follows: Case statuses on Involvements Action that triggers case status on the Involvement Status on Portal Received Recording ‘Received Date’ […]
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Description In the SEND portal forms, File questions now have definable File Types. These are set in the SEND Portal Question Definitions in v4 Client. The list of accepted file types is listed on the question notes and is dynamically updated with any changes made in the SEND Portal Question Definitions in v4 Client. Tools | Administration | Form Builder […]
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Description Navigation After using filters to perform a search then navigating away from the page, the filters are retained when returning to the search page displaying the same search results. This saves users from having to repeatedly set the filters when processing multiple records. Active/inactive forms When using the filter, active forms display at the top, and inactive forms display […]
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Description A Date of Birth placeholder has been added to the Subject items in portal message templates to make it easier to identify the child that the message relates to. For example, where several children may have the same name such as John Smith.
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Description When a session is about to expire, a popup message displays. If there is no response the user receives the Session Expired message and is redirected to the login page. New text resources added for the messages, headings and buttons are under Administration > General Administration > Edit Site Text Resources > Account
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Description The layout and functionality of the Special Educational Needs and Disabilities > Select Person screen has been changed to improve load times and user experience. The paging now displays at the top of the list along with the number of records found and displayed, eg: 30 out of 31 people getting displayed.
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Description The hard-coded text of “EHC Plan” and “EHCP Reviews” have been changed to “Plan” and “Reviews” for the Welsh locale on the process step. This is on both SEND Citizen and Professional Portal.
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