19th May, 2017

Created by Alice Pearson
Last updated: Jun 25, 2019 by Rachael Oldfield
min read

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Latest release includes bug fixes and feature updates below.

Feature Updates


Early access to 3 brand new features

You’re invited to have Early Access to not one, but three brand new features which will enhance the functionality of your accessplanit system. Early Access gives you the opportunity to trial the features which will be exclusively available to you for the next three months while we continue to add and refine features and functionality based on your feedback.  

The new features are:

1. The brand-new OLD Report Engine

2. The all-new Meetings Module

3. The newly improved OLD Trainer Access - My Teaching area - including brand-new Electronic Signatures

Find out more about your new features by watching the webinar. 


Only allow relevant users to access documents using statuses

So you have course content which you only want to be accessed by Delegates who are booked or have completed? Not a problem.

You can now restrict access to documents stored against a course to Delegates with particular statuses.

You have this option when uploading a new document against a course or editing an existing one.


Allow Administrators to edit the value, description and target of an existing Credit Note

That credit note that was raised needs adjusting? Let's do it

First we'll find the credit note and select "Edit" in the context 

From here we can change the amount of the credit note, which user / account it is mapped to and it's description. Simply press save Save when you've finished.


The booking summary field now includes a lot more detail

Need to have more information at your finger tips? The booking summary field (Available with the CourseDateBooking model) now brings through more useful information including the course name, the venue, start date and time and the delegates.


Assign specific Course Date Administrators

Do you currently set individual Administrators for a course date? Well this is now available in the new system, so when you edit or create a course date, you will see the field to enable selection.


Bug Fixes

  • An issue with trainer permissions set in the legacy system not applying correctly in the new system has been resolved
  • An issue with trainers not being able to select a new delegate to replace an existing has been resolved
  • An issue with with the "Create recurring web courses" link not working has been resolved