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Smart Assessor Release Notes - 6th August 2019

Reformed Functional Skills & Development Update: 

Reformed Functional Skills – Using Course Builder: 

The first registration date for Reformed Functional Skills is 1st September 2019. After 31st August 2019, you will no longer be able to register your learners to the legacy Functional Skills and will have to register them to the new qualifications. 

Our qualifications team will populate the new qualifications into the Master Database in Smart Assessor. It is your responsibility to import the appropriate qualifications to your Smart Assessor site.


To import the qualification, you must be logged into Smart Assessor as Master Admin. Go into Course Builder, by clicking the following steps > Admin> Qualifications> Course Builder. 

The new functional skills are located in Master Quals, select Framework and select New Course Based on Existing Course 

Select Master Qual and course type Functional Skills, the drop-down list will display all functional skills that are within our Master Quals database. Please note that all reformed functional skills are marked as 2019. 

Locate your required functional skills course, select it and select Review and Create allowing the template to be uploaded, scroll down and click save course. 

The Functional skills course will be automatically visible in your site to enrol learners onto it.

 Please note that the LARA codes for the Reformed Functional Skills qualifications are all 600 codes. 

Smart Assessor will happily support the import of new or amended qualifications and Standards, please note we are not updated by the awarding organisation or the Institute of Apprenticeship when a new version is released. It is your responsibility to advise Smart Assessor of any changes. 

If you require further support or guidance, then contact your Account Manager or raise a support ticket.

Development Update: 

IQA do not show learners with Completed Course Status 

 An additional feature on the QA sample plan page for IQA’s and Master Admins is now live.

 We have included a new check box, which is selected as default, that will exclude learners from the IQA Sample plan that have a course set as completed.

 Unchecking the tick will make those learners visible in the plan.


IQA Save options 

 Additional work on the IQA report has been tested and is now live, this is:

  • To allow auto saving the open IQA Sample if Save or Save and Return is selected on the IQA report and not the save on the sample itself. 

• A new notification; if you are in an open unsaved sample example FS1 – (04/06/2019) above and try and navigate to another sample or another unit, you will see the message below; 

 o Selecting Cancel will keep you on your sample, so you can save it

 o Selecting OK will move you to your new selected sample/unit etc but any changes on the open sample will be lost 

Summative portfolio 

 Include Forms in Download Files is now live.


Developments in Progress:

Employer Sites & Contacts 

 We have started work on Development of additional Structure within Smart Assessor to include Employer Sites and Contacts.


The new structure will provide for multiple sites within a single employer, each employer will have a main site identified such as HQ or main site, each site will also have a main contact, but can also have additional contacts, these can be any type of contact managed within your own user defined list of contacts for the site. 

We are also including new client configuration settings: 

 • Allowing assessors to manage Employers & Site

 • Allowing assessors to manage Employer site contacts including; 

o Creating Employer Manager/Overview Accounts 


We are developing an exciting new dynamic interactive electronic individual learning plan within Smart Assessor.

The EILP feature will offer the opportunity to schedule snapshots of live data from the learner’s portfolio, providing evidence of learning and development activities undertaking against the programme of delivery agreed with apprentice, training provider and employer. 

Reporting and signatures requirements will also be included to support compliance and quality audits. 

Gateway Development 

We are working hard, testing the Gateway development, client webinars are underway, our Customer Services Team will be in touch to get you booked on. 

Summary of Features: 

 Gateway in Course Builder 

• Build a bespoke Gateway checklist 

• Customise checklist questions 

• Link Gateway to Standard(s)

  Gateway on Learner Dashboard

 • Add Files and Resources 

• View Summative portfolio

 • Access VLE Gateway assessments 

• Manage Gateway Sessions 

• Gateway Checklist 

Gateway Checklist Features

:• Set questions to achieved 

• Link Evidence to questions (if required) 

• View progress • Learner, Employer, Assessor Sign off

• View other signatories with date/time stamp 

• View completed date 

• Export to pdf 

End of update.

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