478445

Advanced filters and a new summary status field

Advanced filters enhance the ability to filter applications by including every field available in the agent portal grid.

This update also introduces a single field for the application status, which replaces several fields for the application status. The previous fields captured the various statuses an application might go through or end up in as part of its journey through the admissions process. These statuses included, but were not limited to:

• In progress

• Conditional offer: made, accepted, or rejected

• Unconditional offer: made, accepted, or rejected

• Application rejected by the provider

• Application withdrawn by the applicant

• Application processed and sent to enrolment

• Application record closed

Since some of these statuses can operate independently and coexist, it can make it difficult for agents to understand the current state of an application and decide on the necessary next steps. The new derived summary application status field simplifies this for agents.

What is agent portal?

473491

Agent portal - application and applicant profile pages

New application and applicant profile pages can be accessed through the mini-info panel. Some pages are always accessible, while other pages are only available when specific tasks, such as offers, are raised against an application.

Although these pages are specific to the agent portal, they look and function similarly to the corresponding pages in the applicant portal.

This feature includes the following pages and actions that agents can perform on behalf of the applicant:

Full application details page

• View details

• Withdraw an application

• Defer an application

Applicant details

• View personal, contact, and language setting details

• Update personal details

• Update contact details

• Update language settings

Documents

• View a list of uploaded documents

• Download documents

• Upload documents

Offers and rejection

• View details

• Respond to offers

Credit offers

• View details

• Respond to credit offers

What is agent portal?

472506

Updates to current permission structures to enable enhanced Applicant Portal and Agent Portal access control

Changes were made to the current permission structure, including moving Agent and Applicant Portal permissions under the Admissions section.

Admissions permissions

257926

Applicant overview breadcrumb adjustments

Breadcrumb enhanced to include desks. Breadcrumbs has now been adjusted to desk and then application. For example, when viewing an application, the breadcrumb is .

Not applicable

485944

Updated the clearance check status display in the UI

User interface and APIs now use the updated values for the clearance check status as defined in reference data. The clearance check statuses were updated in release 2024.08 as follows:

• Not checked renamed New

• Pending check renamed In Progress

• Passed check renamed Passed

• Failed check renamed Failed

• Added new status Cancelled

What are clearance checks?

480088

Fixes to the display of Fee quotation in applicant portal

Fee quotation in applicant portal will no longer display Fee quotation charge code or quotations in draft state.

Not applicable

467791

Workflow action: Update Clearance check statuses

Workflows can now update all clearance check statuses. For example, if an application is withdrawn, update all clearance checks to cancelled

What are activities?

473695

Workflow condition: Fee quotation

Workflows can now initiate actions using a fee quotation status. For example, to ensure the fee quotation is in complete state before publishing an offer, such as HasFeeQuotationwithStatus = "Draft", then move to a folder.

What are transitions?

483331

Workflow condition: Set Fee quotation status

Workflows can now automate the updating of the fee quotation status when fee quotation status is set to a specific value. For example, setting from Draft to Complete.

What are activities?

443773

The URL for provisioning can now be updated.

The URL for provisioning can now be updated with or without generating the client secret.

Not applicable

462922

Validation errors highlighted

Inline validation errors, such as The name of the quota must be unique, are highlighted in red as expected..

473826

Unexpected error when removing Fee status fixed

Fixed issue whereby an unexpected error was appearing after removing Fee status field value.