Introduction

Education Plan Monitoring (EPM) enables local authorities to manage business units, school support visits, plans and associated costs.

Using EPM Provider Portal

EPM Provider portal includes the following features:

• Business Units
  A business unit can be marked as a traded service and it is possible to record an email address and phone number for the business unit.
• Service Level Agreement/Base Association
  SLAs for EPM are maintained in the v4 rich Client and can be associated to one or multiple bases within the portal. The School Support Visit record can be linked to the SLA for the visit cost calculations.
• Additional Questions and Answers
  In EPM Provider portal, Questions and Answers perform the same function as UDFs in v3. This functionality is available in the Plan, School Support Visits, and School Support Costs areas of the EPM portal.

  UDFs in v3 will not be visible in the portal and will not be translated to additional questions.

• Base Finance Reference Code
  This feature enables the capture of a reference number for an external system, so that invoice details can be exported and matched to the correct base in an external financial system.
  Within the EPM Provider portal, users can store a reference number against a base and change it, delete it, view it as necessary. The number is used for reporting purposes and can be exported with other base and invoice related data.
• Make a Business Unit Inactive
  A business unit can be made inactive if not in use and no longer required. It can be made active again in the future, if required.
• Make a Fee Code Inactive
  A fee code can be made inactive in the EPM administration area so that it is no longer displayed in the school support area.
• Parameter Driven Reporting
  The Provider portal enables you to define parameters for EPM to generate a standard set of reports. The parameters are Base, School Support Staff, Activity, Business Units and Dates.
  A set of standard Crystal reports provides templates to help report designers.
• Enhanced Calendar
  A calendar control in the Provider portal enables school support visits to be displayed based on the dates for which they are recorded. The calendar control is an intuitive tool, giving the daily, weekly, monthly and yearly view.
• ACL Security
  The person and school support staff searches in Provider portal respect Access Control Level security.
• One v4 Client
  The following functionality in One v4 Client enables EPM to be used in the Provider portal.
• Standard Lookups
  The EPM module standard lookups are available in EPM Provider portal and should be maintained in the v4 Client via Tools | Administration | Lookups
• Define EPM SLAs
  EPM Service Level Agreements (SLAs) are maintained in the v4 Client. The SLA cost can be stored either as a value or a percentage and, depending upon the requirement, it can be used to calculate school support cost.
• Financial Year
  New financial years must be set up in the v4 Client.
  To maintain historic financial years defined in v3, an enabling script must be run to bring the data from v3 to v4.
• Define EPM Roles
  Roles are specific to the EPM module.

  Only people associated with roles (either system or EPM) can be accessed via the portal.

• Map a User
  A user of EPM Provider portal should be mapped to either a person or a base in the v4 Client. Visitors should be mapped to a person and a base user should be mapped to a base.
• Audits
  Auditing for the EPM tables is done to the v4 Audit log.