Skip to main content

Release notes: 17 September 2026

Improvements

Activity-level progress for a whole intake, in the Intake Matrix

The Intake Matrix has a new Activities view alongside Units. Where the Units view shows one coloured cell per unit, the Activities view shows one cell per learner per activity, so you can see how far through an in-progress unit each learner actually is without running the Unit Progress export and reading it offline.

Each cell carries the activity's status as a colour and a short code, opens the activity record in a new tab, and explains itself on hover. Four kinds of empty read differently, so a column that looks blank can be understood at a glance rather than opened cell by cell:

  • Work the learner has not started

  • Work that was never assigned to them, which now reads N/A rather than sitting blank

  • Work that is finished but not yet handed over

  • Activities that are not theirs to do

Progress figures were reworked alongside it. A learner is now measured against the activities they were assigned rather than against everything configured on their units, so a recognised unit with no activities no longer counts against them, and activities added to a unit after they enrolled no longer do either. Every enrolled unit is included: previously the matrix showed only a learner's first 100 units and calculated their percentage from those, so a learner could read 100% with work outstanding on unit 101. Log books are excluded from the calculation, and a shared activity that satisfies more than one unit counts once.

The Units view gains the same rich hover, showing the outcome, the unit's window, how many activities are satisfactory out of how many are required, and which activity expires next. Both views have a Units shown filter for All Units or Units with enrolments, and both expose the two existing spreadsheet exports from the toolbar menu.

Cells follow your organisation's terminology settings, so an organisation using Achieved sees A and NA rather than S and NS, matching the wording used everywhere else in the product.

The Activities view is available to organisations with the intake matrix feature switched on. Contact your Customer Success Manager to enable it.

Units can now fill in their own start and end dates

Each unit in an intake can now carry a date rule that fills in the start and end dates on its unit enrolments, so trainers no longer type them learner by learner. The start and the end are set separately, each in one of three modes:

  • Fixed date: every enrolment gets the same configured date.

  • Relative to enrolment date: the start is the day the unit enrolment is created, and the end is a set number of weeks or months after that.

  • Default: the start is filled in when the learner commences the unit, and the end when the unit receives its final outcome.

Rules are set from a unit's menu on the intake's Units tab, under Default enrolment dates, or for several units at once with Bulk Actions > Set default dates. The panel explains the chosen combination in plain language and previews the dates it would produce today. A rule can be paused without losing its settings, and can back-fill dates on existing enrolments that have none. A rule never overwrites a date that is already set, and every date it writes is recorded in the enrolment's timeline.

A new Unit dates column on the intake's Units tab and on a learner's Units tab shows which units have a rule and whether it is active or paused. Where a unit uses the Default mode, outcoming it from the unit enrolment edit form suggests the dates rather than requiring them to be typed. Rules can also lock their dates: with Allow trainers to override dates switched off, assessors and third-party users cannot change the dates the rule sets, and a Locked chip explains why.

Dynamic Unit Dates is disabled by default and requires Dates on unit record, so organisations that do not switch it on see no change. Contact your Customer Success Manager to enable it. To set up rules on a new intake before anyone is enrolled, choose All Units in the Units tab's Units shown filter.

The intake Units tab now has a Units shown filter

An intake's Units tab now has a Units shown filter with two options: Units with enrolments, which is what the tab opens on for every organisation, and All Units, which lists every active unit on the intake's qualification, including units nobody is enrolled in yet. Your choice sticks as you sort, search, paginate and move between tabs, so existing behaviour is unchanged unless you choose All Units.

Outcome rules can copy start and end dates to linked unit enrolments

The setting that copies a unit's start and end dates to its linked unit enrolments when an outcome fires is now available to every organisation with Dates on unit record switched on, rather than to a small number of organisations it had been enabled for individually. Organisations without Dates on unit record see no change, because without it the dates are not shown on the unit record at all.

Assessors no longer see Set Unit Outcomes as a bulk action

On a learner's Units tab, the Actions menu no longer offers assessors Set Unit Outcomes, so assessors set unit outcomes one unit at a time. Selecting it as an assessor did not set any outcomes, so the option has been removed from their menu. Assessors keep Set Unit Dates and Delete, and every other role is unchanged.

Report exports are now named after the report

Exports from Reports now download with the name of your saved report and the date and time of the export, for example report_Monthly_Completions_20260909151308.csv, rather than as Reports.csv for every report. This applies to all report types in CSV, Excel and PDF, so two reports of the same type produce different files and a second download no longer overwrites the first. Nothing inside the files changes, and a report named entirely in a non-Latin script or in symbols keeps the previous filename.

Non-accredited Statements of Attainment no longer print "These competencies form part of"

Organisations using non-accredited certificate templates will find that Statements of Attainment issued from them no longer carry the line "These competencies form part of" above the qualification. That wording belongs to nationally recognised training and read oddly on a non-accredited statement. The qualification code and title still appear, moved up into the space, and accredited Statements of Attainment are unchanged.

Fixes

SUP-878 - An issue has been resolved where certificate authorised-person signatures appeared cleared on every account and could not be re-added.

SUP-848 - An issue has been resolved where marking an activity immediately after typing into an answer box could redraw the field showing the earlier text, so the answer appeared not to have been recorded.

SUP-854 - An issue has been resolved where a learner's file upload could be rejected after the file had already been received, so the evidence was not attached to the record.

SUP-852 - An issue has been resolved where a single invalid value on an enrolment form discarded the whole submission's AVETMISS data, without recording an error against the submission.

SUP-855 - An issue has been resolved where a single click on the Confirm step of bulk enrolment could enrol each learner more than once.

SUP-837 - An issue has been resolved where a table field set as not required, whose fillable cells are all checkboxes, demanded a marking outcome even when it had not been answered, preventing the record from being resulted.

SUP-857 - An issue has been resolved that prevented custom email servers using STARTTLS (required) or SSL/TLS from connecting, returning a certificate verification failure.

SUP-800 - An issue has been resolved where the auto-marking guidance above a question's options, such as "Please select 2 answers", did not appear on the new activity record for organisations with that setting switched on.

Did this answer your question?