November 2026 release notes

Prepare for reviews with Briefing

Available with Aptem Enhance on the Enterprise package.

Coming 12 November 2026.

Tutors can now generate a briefing from the review screen, so they start every review already up to speed. Instead of checking the activity log, learning plan and previous reviews one by one, tutors see a single summary of the learner's recent progress at the top of the review.


Switch on Briefing for your organisation

Administrators with the Manage Tenant Settings role can switch review briefings on or off in Tenant settings, under Enhanced Reviews. When it's on, the briefing appears at the top of every review.


What a briefing covers

A briefing draws on the learner's progress since their last completed review of the same type:

  • activity log entries
  • learning plan progress, including KSB progress
  • checkpoint results from the review window, naming the KSBs the learner is struggling with first
  • the outcome and discussion points from their previous review, to show what has changed and what still needs attention
  • their actions, both open ones and those completed or marked not required since the previous review

If this is the learner's first review of that type, the briefing uses their programme start date as the starting point. Where there's no recent activity or learning plan data, the briefing says so. If a source can't be read, the briefing still generates and tells you what's missing.


Briefings are saved with the review

When you generate a briefing, it's saved with that review and shown automatically the next time you open it, with how long ago it was generated. Select Regenerate to replace it with an up-to-date version. If regeneration fails, your previous briefing stays in place.

On finished or locked reviews, the briefing is read-only. Each review has its own briefing.


What learners and employers see

Briefings are for tutors and the people supporting the review. Learners and employers can't see briefings in the review, and briefings aren't included in the review PDF.


Other updates and fixes

Compliance documents use the HM Government logo

Available with Aptem Essentials and above.

Coming 12 November 2026.

The training plan (v3) and apprenticeship agreement (v6) now use the HM Government logo in place of the DWP and DfE logos, matching the templates the government publishes. You'll see the new logo in the on-screen signing view and in the generated PDF.

Documents already generated or signed are unchanged. Nothing else in the templates has changed: the content and fields are the same, and they work the same way.


Report on outstanding signatures in OData

Available with Aptem Essentials and above.

Released 5 November 2026.

You can now see which employer and admin signatures are outstanding on reviews and compliance documents through OData, without opening each document. The Reviews and ComplianceDocuments feeds have four new columns:

  • EmployerSignatureStatus and AdminSignatureStatus show Signed, NotSigned or NotRequired.
  • EmployerSignerId and AdminSignerId show the ID of the user who signed. They're blank unless the status is Signed.

The columns hold statuses and IDs only. To show names, join the feeds to the Users feed using the learner ID and the signer IDs.


The funding dashboard shows ALS only for months it's paid

Available with Aptem Essentials and above.

Coming 12 November 2026.

On the funding dashboard, additional learning support (ALS) now shows only for months whose month end falls within the learner's learning support funding dates. Previously, if a learning support funding record ended part-way through a month, the dashboard also showed £150 ALS for that final month, which isn't paid. A record that doesn't cover any month end, for example 1 to 30 October, now shows no ALS.

ALS totals on the dashboard may go down by £150 for each affected record. If you took ALS figures from the dashboard before this release, we recommend you check them again.


Fixes

A rejected activity always has a reason (Coming 12 November 2026.)

Tutors can no longer reject a submitted activity by selecting Save without choosing Accept or Reject. The activity stays Submitted, so a rejection always comes with a reason for the learner.


Upcoming

Here's what we're working on for upcoming releases:

A simpler way to bring learner data into Aptem

We're building a self-service data import tool for ILR data, designed to reduce the manual back and forth involved in fixing data issues during import. A first customer trial of this tool is expected soon.


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