Release 4.2

New Features

This release contains:

  • the new online ‘Existing Contract Work Request Form (WREX01)’ flow (Citizen & Admin)
  • the addition of the 'Export to CSV' functionality on the DAC flow (Admin)
  • the addition of the 'Issue to Team' and 'Update Status' buttons on Work Requests which are in a state of 'Issued to Team' (Admin)
  • the addition of a 'View History' button within transactions on all flows (Admin)

Existing Contract Work Request (WREX) flow

Citizen:

This online form replaces the current word document ‘EXISTING CONTRACT WORK REQUEST Form (WREX01)’.

It allows users to create and submit a WREX request directly to the CPD. Upon submission, the applicant will be issued an email acknowledgement containing a unique WREX request reference (e.g., WREX123).

Note that the email content can be configured in the Email Manager, for more information, refer to the your service Emails page.

Admin:

The CPD Admin portal has been updated to accommodate the new WREX flow, which will act in much the same way as the Work Request (WR) and Direct Award Contract (DAC) flows currently do.

The WREX flow combines functionality from both the existing flows, allowing processors to

  1. first generate a document in the same way as they do in the DAC flow
  2. and then issue it to a team using the same process as they do in the WR flow.

WREX submissions will enter the system with a status of New, triggering an automated email to the configured email/mailbox for the WREX flow.

Note that this email/mailbox can be configured in the Static Data Manager (setting type: To Static Email Wrex); for more information, refer to your service Static Data page.

  • New submissions will be listed under the Transactions WREX -> New view. NewView

  • The Export to CSV button can be accessed from both the New and Processed views for this flow.

  • Automated State changes

    Action State
    WREX enters system New
    Processor generates document New (no change)
    Processor issues to team Processed (automatically changed by system)

  • On each WREX, Admin users have the ability to:

    • View the submission
    • Add Comments
    • Update Status
    • Generate Document
    • Issue to Team (only available after the document has been generated)
    • View History

    WREX Action Buttons

To generate a WREX as a word document

Click the Generate Doc action button to:

  • Create and download locally the details of the application into the current word document format. The admin can then save, edit, distribute the file as required.

  • Note: for any details not filled in by the applicant, the system will enter n/a.

    WREX Generated Doc

  • The system will automatically

    • Display the Issue to Team button on the screen.

    • Record the action in the History.

    • There will be no change to the application's state.

    • A link to the doc will be available from its corresponding History entry by clicking on the paperclip icon.

      WREX History

    • Admin users maintain the ability to re-generate the document again regardless of the application's state. Each doc generated will have a unique filename and be recorded against the History.

      WREX History

Issuing a WREX to a Team

Click the Issue to Team action button to display the standard Issue to Team modal:

  • fill in all the mandatory information

  • and click the Update Application button to complete.

    WREX Issue to Team Modal

  • The system will then automatically:

    • Update the application's state to 'Processed'.
    • Trigger a notification to the team's configured email(s) with a link to the read-only WREX details page.
    • Record the action in the History

Note: Admin users maintain the ability to Issue the WREX application to a team again if required.

Accessing WREX as the issued team

The team will receive an automated email containing a link.

  • clicking the link will navigate the user to a page containing:
    • A read-only view of the application
    • Any comments added by the processor
    • A Download Document button to download a copy of the generated document.

WREX Team View

Direct Award Contract (DAC) flow

Export to CSV functionality added to DAC flow

In line with the WR flow, the Export functionality has been added to the DAC flow. The Export to CSV button can be accessed from both the New and Processed views for this flow.

ExportButton

Work Request (WR) flow - Freshdesk #4117

Additional functionality added to Work Requests in 'Issued to Team' state

Work Requests in a state of 'Issued to Team' will now display the Update Status and Issue to Team buttons. These features will continue to work in the same way:

  • the Update Status button will change the status and record the action in the history.
  • the Issue to Team button will trigger automated notification(s) to the configured team email(s) and record the action in the history.

WR Processed - Action Buttons

Note that any correspondence to teams beyond the 'Issue to Team' action will be handled manually outside the system.

All flows

Application History can now be accessed from inside a transaction

A View History button is now displayed in the WR, DAC and WREX Details views.

View History Button

Known issues

There were no known issues in this release.

Bug Fixes

There were no bug fixes included in this release.