31.03.2018

Unicorn LMS 7.3 Release Notes

Your Unicorn LMS News

Unicorn LMS 7.3 includes a new Responsibility Map tool to support the Senior Managers Regime. In addition to this we have also created a new Settings experience, added more support for languages preferences and some new CPD enhancements.

New SMR feature - Responsibilities Map

We have created a new feature to accommodate the new Senior Management Regime (SMR) – where financial organisations can provide and create clarity on the responsibilities and functions assigned to their Senior Managers within their organisation structure.

How does it work?
The Responsibility Map allows administrators to set up, view, assign, accept and review responsibilities and functions from within the LMS.

Responsibility Map Onboarding
When setting up your Responsibility Map you can configure which firm regime is best suited to your organisation through a step by step interface wizard. Choose from various regimes - 'Banking', 'Insurance' and 'Other Financial Sectors'. To set up your Responsibility Map go the Settings area and navigate to the 'Available Features' tab. Select Responsibility Map and click Next to proceed through the onboarding instructions.

Change Versions
Whilst using the Responsibility Map you can switch between alternative versions of the map. Choose between Live, Pending and Draft from the dropdown select option located in top left of the Responsibilities Map page.

Organisation Overview
Display the responsibilities and functions assigned to people within your organisation by different sets of hierarchy. View the Responsibility Map by Category, Person and Structure. Category and Person provides alternative views of the responsibilities assigned to people within your organisation. Whilst the Structure tab allows you to visualise the reporting lines of your organisation.

Editing and updating the Responsibility Map
You can configure your Responsibility Map by clicking on the 'Edit' button located in the top right corner of the page. Editing the map will allow you to assign people to responsibilities and functions and create additional entries. Assigning people to responsibilities can be achieved quickly by using search and drag and drop tools. You can also review the changes you made to your map via the 'Changes' tab, which provides a clear overview of the changes you made within your draft version.


Creating versions for Acceptance
Each Responsibility Map draft you create can be sent to be approved by the Senior Managers (those who are part of the changes created). When the changes are sent for acceptance each Senior Manager will be notified by email which will allow them to view and accept/reject the responsibilities assigned to them. When all Senior Managers have agreed to the amendments relating to them, the administrator can then publish the changes, making the map live.

How do I get it?
The Responsibility Map can be enabled by an Super Administrator via Settings, and is available for use by Administrators and Super Administrators. Released in 7.3.4.

New Settings Experience

We have made significant improvements to the Settings area with a brand new interface design. The new design focuses on enhancing the user experience of how you find new features and manage existing features on your LMS.

How does it work?
The Settings area is now divided into two separate sections – 'Manage Features' and 'Available Features'. Manage Features contains all of the features that are enabled on your LMS. Available Features displays all the features not yet enabled on your LMS and available for you to activate and configure. You can search and locate features with the Settings area using the Search bar above the list of features. You can see what specific LMS version you are running from the Site Settings page displayed in the bottom right hand corner.

How do I get it?
The new Settings area will be available on all LMS sites and access to the Settings area is available to all Super Administrators. Released in 7.3.4.

Language Preferences

As an Administrator you can now select which language will be the default language for a user. Setting up an LMS language for a user account can be achieved when creating a new user account or amended later via the user's profile.

How does it work?
Create a new user account from within 'Organisation and Users' and select the option 'New User' from within the 'Users' tab. You can now select the language setting during the first set up screen of creating a new user (displayed underneath the password options). Alternately users can configure the language settings themselves from within the settings tab of their profile accessed by clicking on their name in the top right of their LMS screen.

How do I get it?
The feature will be available to all Administrators who can create user accounts. All users can configure language settings within their profile. Released in 7.3.4.

CPD Enhancements

As a Super Administrator you can now edit and update a learners CPD Log and CPD submissions on behalf of the user. Therefore, allowing the capabilities to add additional CPD or amend existing CPD activities assigned to the learner. Super Administrators can also enable or disable CPD within their LMS preferences.

How does it work?
To edit and update a user's CPD Log you will first need locate the specific user's profile. You can access a user's profile by using staff and management features including Organisation and Users, Staff Dashboard and My Team Activity (each can be accessed from within the main menu). Whilst in the user's profile navigate to the CPD Log tab to view their current CPD activities.

Submitted CPD
If the learner has submitted their CPD for their current CPD year, the submission can be amended and updated by clicking on the button 'Edit Submission'. Whilst editing the submission you can amend existing or add additional CPD activities. To not commit the changes at the time of editing but reserve the changes to be referred to at a later time click on the button 'Stop Editing'. To proceed and add the changes to the CPD Submission click on the button 'Update Submission'.

Non-Submitted CPD
You can also edit a user's CPD Log if the CPD Submission has not yet been submitted. In the CPD Log tab on the user's profile you can 'Add CPD' and 'Edit' a CPD entry by using the familiar CPD actions displayed within the interface.

Note: the learner will not be notified of any amendments to their CPD Log. When changes have been applied and submitted to the CPD Log by the administrator the changes will appear in the CPD Log which can be viewed by the learner.

Enable/Disable CPD
To enable or disable CPD on your LMS navigate to the 'Settings' area through the main menu and select the 'CPD' tab. The configuration options for CPD contains a toggle switch which allows you turn the feature on or off (located at the top of the page).

Simply interact with the switch for enabling or disabling CPD and click 'Save'. Note; this feature will enable/disable CPD for the entire LMS.

How do I get it?
CPD Log and CPD Submissions editing/updating is available to all Super Administrators who have access to learners CPD Log information. Enabling and disabling CPD for the LMS is available to all Super Administrators. Released in 7.3.4.

When will I get 7.3?
All customers are being upgraded to 7.3 automatically within the next 3 weeks. Super Adminstrators can see the current LMS version in Site Settings.

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