The October (2024.10) release updates to the following:
Agent portal
A new banner shows the number of active applications and tasks. Active applications are applications with application statuses, such as Unconditional offer published and Conditional offer accepted as detailed in the table Application status. The table shows the application status in the agent portal, the corresponding status in Admissions, and whether the status means that the application is an active application in the agent portal.
| Agent portal | Admissions | Active? |
|---|---|---|
|
In progress |
Received (completion status) and no other application status is applicable. |
Yes |
|
Conditional offer |
Conditional offer published (decision 1) |
Yes |
|
Conditional offer accepted |
Conditional offer accepted (response 1) Conditional offer insurance accepted (response 1) |
Yes |
|
Conditional offer declined |
Conditional offer declined (response 1) |
No |
|
Unconditional offer |
Unconditional offer published (decision 2) Unconditional offer confirmed (decision 2) |
Yes |
|
Unconditional offer accepted |
Unconditional offer accepted (response 1) |
Yes |
|
Unconditional offer declined |
Unconditional offer declined (response 1) Unconditional offer declined (response 2) |
Yes |
|
Rejected |
Rejection published (decision 1) Rejection confirmed (decision 2) |
No |
|
Withdrawn |
Withdrawn |
No |
|
Ready for enrolment |
Sent to enrolment (completion status) |
No |
|
Closed |
Closed (completion status) |
No |
Agents can filter the list of applications to find applications of interest. The number of active applications and tasks is for the applications displayed in the list of applications and, therefore, reflects any filters applied.
The video Active applications and tasks shows how the banner on the agent portal with the number of active applications and tasks and how filter the list of applications updates the number of active applications and tasks.
A new vertical security system provides a granular control over the actions that agents can take within the agent portal as detailed in the table Agent portal permissions.
For more information, go to Agent portal permissions.
| Permission | Description |
|---|---|
|
Agent portal – Edit responsible agents |
Edit the responsible agent assigned to applications. |
|
Agent portal - View |
Access applications assigned to the agent in the agent portal. |
|
Agent portal - View all |
Access all the applications assigned to the agency, not only the applications assigned to the agent. |
|
Applicant – Edit communication language |
Edit an applicant's preferred communication language. |
|
Applicant – Edit contact details |
Edit an applicant's contact details. |
|
Applicant – Edit emergency contact |
Edit an applicant's emergency contact and nominated proxy. |
|
Applicant – Edit personal details |
Edit an applicant's personal details. |
|
Application – Request deferral |
If enabled for applications, agents can request deferral on the behalf of applicants. |
|
Application – Request withdrawal |
If enabled for applications, agents can withdraw applications on the behalf of applicants. |
|
Application – Respond to offers |
Respond to offers on behalf of applicants. |
|
Documents - Edit |
Upload or delete the documents for applications, such as upload copies of passports. |
Applicant portal permissions
A new vertical security system provides a granular control over the actions that applicants can take within the applicant portal as detailed in the table Applicant portal permissions.
For more information, go to Applicant portal permissions.
| Permission | Description |
|---|---|
|
Applicant – Edit communication language |
Edit their preferred communication language. |
|
Applicant – Edit contact details |
Edit their contact details. |
|
Applicant – Edit emergency contact |
Edit their emergency contact and nominated proxy. |
|
Applicant – Edit personal details |
Edit their personal details. |
|
Applicant portal access |
Access the applicant portal. |
|
Application – Request deferral |
If enabled for applications, request deferral. |
|
Application – Request withdrawal |
If enabled for applications, withdraw applications. |
|
Application – Respond to offers |
Respond to offers. |
|
Documents - Edit |
Upload or delete the documents for applications, such as upload copies of passports. |
Documents
Tasks related to document placeholders are created automatically when the document placeholder is created. That is, when adding a clearance check type with category Conditional offer evidence or Other evidence, you can choose to create a document task and then define the document placeholder to create and the applicant facing description.
The image Document tasks shows a clearance check with the category Other evidence with Document task selected and the Document placeholder to create and the Applicant facing description defined.
Document access control enhances the existing system for managing access to documents. Document types now have document categories, such as categories for documents related to education, employment, and financial information. Documents categories for documents with sensitive data, such as financial information, and special category data, such as religious beliefs and gender identity, can be set to sensitive.
Permissions for roles assigned to applicants, agents, and admissions staff can be set for each document category. For example, admissions staff with the role Applications Viewer have the permission Document - View for the education document category can view and download documents. However, they are not assigned the permission for the financial information document category so cannot view sensitive information. Document categories that are set to sensitive are highlighted with the icon 
to remind administrators that the document category has sensitive information and to only assign users entitled to access sensitive information to the document category.
The image Authorisation area for document categories shows the document category for financial information that has sensitive information and that the role Applications manager has the permissions Documents - View for this category.
Person profile - Identity claims identifier
The Manage account section of the Person profile now enables administrators to view the identityClaimIdentifier. The identity claim identifier is the person's email address. There is also now a separate tab for consents.
The image Identity claims identifier shows the Account tab of the person profile with the new Identity claims identifier set to the email account of the applicant. The image also shows the new Consents tab.
Visa sponsorship
Nationalities and entry points can now define whether applications require a visa. The reference data Nationality and Entry point have a new field Is visa required.
These values will be used to calculate the Visa sponsorship status automatically on an application's receipt in a future release.
For more information, go to Entry point reference data and Nationality reference data
The image Nationality reference data shows the new field Is visa required on he reference data Nationality.
Applications can now have the Visa sponsorship status Query. Admissions staff can set the status to Query to denote an application's visa sponsorship requirements are unknown and further investigation is required. For example, contacting the applicant to find out their visa intentions.
For more information, go to What is visa sponsorship?
The image Visa sponsorship status shows an application with the Visa sponsorship status set to Query.
Welsh translations
Welsh language translations can now be added to reference data. Reference data values for translation are highlighted with the icon 
. On selecting the icon , you can add the translation. Then, after adding a translation, the icon changes to 
. If the text of a value to be translated exactly matches the text of another value for translation, then the translation is added for that value automatically. Similarly, changing a translation will update values with the same text.
The image Welsh translation shows that the Description of the reference data Nationality has been translated from Welsh to Cymreig.
Workflow
Workflow improvements are detailed below. For more information, go to What is workflow?
New immigration workflow actions and conditions
The following new immigration workflow actions and conditions are now available:
- Action SetVisaSponsorshipStatus
- Allows users to create a workflow which sets the 'Visa sponsorship status' on an application based on different conditions. For example, updating the Visa sponsorship status to Eligible when clearance checks have passed. It is not possible to set the Visa sponsorship status to or from Joint sponsorship.
- Condition HasCASRequestStatus
- Allows users to create a workflow based on the CAS request associated with the application being a certain status, such as Assigned. If an application has multiple CAS requests associated with it, the condition checks the current CAS and not any historic ones.
- Custom event CAS request assigned
- Allows users to trigger a workflow based on the CAS request associated with an application being assigned a CAS number. For example, creating a workflow to set the Completion state to Sent to enrolment when the CAS number has been assigned. If an application has multiple CAS requests associated with it, the event triggers for the current CAS only. If an application has joint sponsorship, the event triggers for both the main and the joint application.
Conditions for determining Fee Status
Additional information about the applicant can be used as conditions in workflow. This could be used in determining the applicant's fee status. Workflow example:
- Custom event
- Application desk changed
- Transition
-
Conditional actions:
-
IsNationalityGeographicalGroup and the action parameter UK
-
IsCountryOfBirthGeographicalGroup with the action parameter UK
-
- Activity
- Action SetFeeStatus and the action parameter Home.
Set Fee Status via workflow
Workflows can now automatically set the Fee status for an applicant. Workflow example:
- Custom event
- Application desk changed
- Transition
-
Conditional action IsNationalityGeographicalGroup and the action parameter UK
- Activity
- Action SetFeeStatus and the action parameter Home.
Intended award level condition
Intended award level of a
- Custom event
- Application folder changed
- Transition
-
Conditional actions:
-
IsFolder and the action parameter Accepted offer
-
IsProgrammeIntendedAwardLevel with the action parameter Postgraduate
-
- Activity
- Action Create Clearance check and the action parameter Postgraduate deposit.
SITS Power Automate connector
A new power automate connector allowing a SITS user the ability to react and perform actions on a SITS environment. For example, the image SITS connector shows the Microsoft Power Platform. For more information, go to https://learn.microsoft.com/en-nz/connectors/tribalsits/
