Pentana Compliance update 6.4.9

This update includes the following:

FCA Directory Improvements

• Multiple Add Report
• Improved Navigation between Bulk Amendments screen and Report
• Auditing added to Individual Reference Number, National Insurance Number and Nationality on User Details screen
• Delta Engine results in Admin area show a breakdown between the number of Single Add/Amend, Bulk Amendments and Multiple Add changes
• Directory Delta Engine Email also sent when there are no changes

SMR Module

• Handling of Ended Legal Entities
• Access for Business Managers
• Link to Statement of Responsibility (SOR) Text added to SOR Reports screen
• Addition of Filters to Legal Entities list
• Addition of Filters to Committees list
• Back button added to Senior Manager Feedback screen
• Wizard to import Senior Manager allocations between draft Maps

Tracks

• Reduction in fields and cullapsing of Details panel on Track Steps list
• Improvements to Track allocation wizard
• Bulk Termination wizard
• Filter to hide Terminated steps
• Disclosure icons added to Tracks list in maintenance area

Assessment Process Dashboards

• Configuration improvements
  • Easier access to permissions
  • Preview from config screen
• Completed Date and Completed By added as optional Tile drilldown culumns
• Completed Date added as new optional filter

Competency Testing

• Label changes
• Reduce information displayed on Test Details prior to taking a test
• Reduce information displayed on Test Versions within admin area

Homepage Tiles

• New Senior Managers Regime (SMR) Tile
• New Continuing Professional Development (CPD) Portal Tile

Imports

• Brand new Statement of Professional Standing (SPS) Import

Training Management

• Training Course list usability and performance improvements
• Training Nominations list usability and performance improvements
• Training Events list usability and performance improvements

• Assessment Booking Attachment
  • Improved document uploader to support multiple simultaneous uploads (including drag and drop)

• User Positions List
  • Disclosure icons added to improve user experienced