Client Configuration

OVERVIEW

Client Configuration is an area where settings can be applied to effectively manage the way the system operates.

PREPARATION

Alterations applied to setting impact the whole site and are activated immediately.

USER RESTRICTIONS

Users will need the following permissions to be able to view and use the above pages: -

Master Admin

DETAILS

When logged in as a Master Administrator, select the Admin Tab and then select the Client Configuration option.

Select the checkbox for any setting that you want turned on: -

Edit Data Import Configuration

Learner Dashboard Combined
If this is selected and the Learner is only registered to one course, the widgets from the overview dashboard will be merged into the course dashboard.

Blocks

Single Assessor per Block (All Assessors must be associated with all Learners)
If selected, an Assessor can assign a block instance to an individual learner or a group and select the Assessor that they are assigning the Instance to.
If not, block instances can only be assigned to Learner Groups and will be automatically assigned to the Assessor that is creating the Instance.

Evidence

Evidence Mapping: Display grouped evidence gap icons
Grouped evidence will display as single gap icon in progress map and evidence mapping page.
Evidence Sign Off: Auto sign learner evidence when declaration is signed
Within the evidence description page if learner ticks the declaration box, the signature box will auto sign the evidence as well.
Evidence Mapping: Display all gap icons
When ticked if pieces of evidence are uploaded then multiple orange blocks will display within then mapping/ progress map areas, when final assessment decision the multiple blocks will display green.

IQA Configurations

Allow Same Assessor to IQA Evidence
This allows same user to be an IQA and Assessor for a learner.
Allows IQAs access to Assessor Risk Rating page
This allow IQAs to view Assessor Risk Ratings
Allow Same Assessor to IQA Unit
This allows same user to be an IQA and Assessor for a learner.

Learner Feedback Configuration

Allow learner feedback when no session attendance status set
Provides opportunity for learner feedback to be provided prior to setting attendance of the session.
Client Notification
Notification sent once the feedback completed.

RAG Rating

RAG Rating to display from course duration at 0%
All Learners are RAG rated from start date, if not ticked, then the learner will not be RAG rated until 25% way though the duration of the course.

Smart Annotator

Smart Annotator Auto-Convert File upon upload
When ticked provides the ability to auto convert files for Smart Annotator.

Sessions

Set Induction and Formal Review Session courses as Mandatory
When ticked all aims/ courses are auto selected and are then mandatory for both session types.

Welcome Email Configuration

Separate Welcome Emails
Ability to send separate welcome emails for username and password.

Employer

Assessors can Manage Employer Site Contacts
Includes managing Employer Manager Accounts
Assessors can Manage Employers and Sites
Create/Edit Employer Companies and Sites

EILP

Is Welsh
Welsh clients have Essential Skills instead of Functional Skills, this flag only affects EILP module of the SA system.

Gateway Ready

Automatically add Gateway Ready Checklist to existing Learner's Standards via Importers
For the Bridge Tool/ Data Importer only: If a Learner is already enrolled upon a Standard which has a Gateway Ready Checklist mapped to it, then the Gateway Ready Checklist will be applied to the Learner.

Off the Job Calculations

Exclude Break in Learning Durations
Removes completed Break in Learning durations from the apprenticeship duration.

Note: always press save when settings have been altered.

If the relevant System Module has not been activated for your site, the settings for that module will not be displayed.