Added in-browser editor to 100 courses

Tailoring courses has just become a whole lot easier. If you’ve ever wanted to customise your organisation’s online training, there’s a good chance you’ve experienced long forms to complete, having to scour long documents and mark up changes, or cumbersome editing tools that require hours of training. Our team has worked tirelessly to build an in-browser editing tool that allows you to make changes to your courses in real-time.

For the first time, you can now tailor your e-learning directly within the course. Edits are clearly visible as you make them and results can easily be shared with your colleagues via a unique link. Learn more here.

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The Market Abuse Regulation (MAR) is aimed at prohibiting insider dealing and unlawful disclosure of inside information, and market manipulation. Train your employees to protect them and your organisation from costly mistakes which could result in fines or even imprisonment. This eLearning course on MAR is set in an immersive format enabling learners to explore real-life case studies and evaluate the conduct presented to reduce the risks of breaching FCA regulations.

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1) Risk Assessment Version 3

We are delighted to announce the general release of our new and improved Risk Assessment Version 3 tool to the Astute Platform.

This feature is designed to allow customers to develop risk assessments which enable users to manage low-level issues and escalate high-level concerns directly to administrators for further investigation.

Available to all subscription-based customers, there are two guides available with further information on building risk assessments and management of concerns:

Risk Assessment Building Assessment

Risk Assessment Review and Manage

2) Additional Filters on Compliance Reports

New filters have been added to compliance reports, which will now default to exclude expired, archived and future events. Filters have been added to the report to include these events, along with filters by ‘job title’ and ‘additional field (s)’:

3) KPI Reporting

A new report in reporting and analytics is now live: KPI reporting. The KPI report is designed to give a simple, high-level overview of critical training and risk assessment data:


4) Additional Filters on Enrolment Activities

Additional filters have been added to enrolment activities, making it easier to search and filter activities when assigning to enrolment events:

5) Auto Enrol All Users in Enrolment Event Rules

Auto-enrolment has been updated such that all active users will be automatically enrolled on an event immediately upon selecting this option:

6) Archiving Enrolment Events – Workflow Update

The workflow associated with archiving enrolment events has been updated. Upon achieving an enrolment event, no further enrolments and / or re-enrolment will occur (whether manual or rules-based). Current incomplete enrolments will remain in place with learners until such time as these are completed, or the learner is removed from the enrolment event:

7) Additional Recipients to Trigger Emails

Additional recipients can now be added as a cc to trigger email notifications:

Whilst university and higher education provide a uniquely enriching and formative experience for most students, it can also bring with it a wide range of challenges, from mental health issues to personal safety and well-being. These can be complicated by the fact that the vast majority of students may have not experienced living independently for the first time, away from their families and their support networks.

All universities and centres of higher education have a responsibility to safeguard their students so that they can take full advantage of the learning experience and development that universities offer in a safe and secure environment. Alongside the support services and structures that universities put in place, clear guidance needs to be offered, so that members of staff and contractors understand the key challenges that students may face, how to recognise warning signs, when and how to act, and the limits of their responsibilities. Failing to offer clear guidance on key considerations such as responsibility, disclosure and indeed appropriate behaviour, can lead staff to fail to act.

In addition, students themselves need similar guidance on these challenges, how to support their fellow students, how to recognise the signals of distress, and a clear understanding of what is appropriate behaviour in much the same way that an organisation would set out its policies on the expectations of the behaviour of its staff.

Our new video-led Safer Universities course explores the challenges that students face, dispels myths and gives clear guidance on the responsibilities of individuals, staff and students, to ensure they can act accordingly and responsibly.

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Tailoring courses has just become a whole lot easier. If you’ve ever wanted to customise your organisation’s online training, there’s a good chance you’ve experienced long forms to complete, having to scour long documents and mark up changes, or cumbersome editing tools that require hours of training. Our team has worked tirelessly to build an in-browser editing tool that allows you to make changes to your courses in real-time.

For the first time, you can now tailor your e-learning directly within the course. Edits are clearly visible as you make them and results can easily be shared with your colleagues via a unique link.

This revolutionary feature is now available in beta as part of the new ESG and Sustainability collection of courses. Over the next few months, it will be added to more courses across the library and eventually become the simplest way to edit any VinciWorks course.

You can start using it today when you license any of these new courses.

Try it now

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We are excited to announce that Omnitrack, our compliance-focused data collection tool, is now integrated with Zapier, the premier platform that seamlessly connects over 5,000+ web applications. This integration is poised to enhance your regulatory compliance processes by facilitating effortless data collection and automated workflows, all without the need for IT expertise.

How can the Omnitrack-Zapier integration help your business?

1. Remove the need for IT involvement

With Omnitrack and Zapier, you can set up integrations between your apps without the need for IT involvement. You can connect Omnitrack to your other applications with just a few clicks, streamlining your workflows and saving time.

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Course updates May 2023

  • Updated Information Security: Background and Best Practice – moved it from Lectora into Ubercourse – revised design – updated dated scenarios – removed really bad links and dated statistics
  • Updated FCPA: Know your deal (115) – Updated a scenario which used Russia as an example. Now the course references a ‘foreign official’ to be less contentious
  • Updates to 245001: Made a Sweden version
  • Updated Email@Risk – moved it from old ubercourse into new ubercourse V5 – updated the top 10 scams to newer stuff and deleted COVID bits. (added spanish translations)
  • 105 – improve Spanish translations at MOOO’s request as per ZD#21339
  • Retirements
    • Diversity
    • AML

Updated 1 June 2023

The Solicitors Regulation Authority (SRA) has announced that its mandatory diversity survey will be due in the summer of 2023. The SRA will open the survey on 26 June when they will email firms with a link for reporting.

The SRA has given a reporting period of four weeks – the deadline is 23 July 2023. Firms should have received an email on 18 May with information on reporting.

Which size firms are required to report diversity data?

All firms, of any size, even sole practitioners will have to collect and report the data to the SRA. However, in-house lawyers will not need to report.

How do firms collect the SRA’s diversity data?

In order to make this mandatory report to the SRA, firms will need to collect diversity data, based on a questionnaire, from all staff. The firms will then have to collate the data and organise it by specific job roles before submitting it to the SRA.

You can use the SRA’s Word version of the questionnaire or VinciWork’s SRA diversity survey data collection tool.

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Omnitrack’s end-to-end AML client onboarding solution has launched a strategic partnership with Thirdfort, a leading know-your-customer and anti-money laundering platform.

Thirdfort utilises real-time access to government registers around the world and best-in-class Ultimate Beneficial Owner (UBO) discovery. Over 950 businesses already rely on Thirdfort to carry out their AML checks.

The partnership between VinciWorks and Thirdfort will help to ensure that firm-wide client onboarding processes stay centralised within one system (Omnitrack), without the need for multiple applications to complete the onboarding process.

“Partnering with Thirdfort creates an end-to-end client onboarding experience, with ID verification seamlessly integrated with Omnitrack’s AML workflows. This is a leading solution for UK and international law firms that is more comprehensive and elegant than anything else on the market. We look forward to continuing work with the Thirdfort team as our products grow together.”

Josh Goodhardt, CEO at VinciWorks

About Omnitrack’s AML onboarding solution

Ongoing Monitoring for AML

VinciWorks’ AML client onboarding solution facilitates a seamless onboarding experience for organisations of all sizes. Our solution provides regulatory confidence through up-to-date guidance and best practice. Use our centralised platform to conduct risk assessments, client due diligence (CDD) and ongoing monitoring on your clients.

To learn more about how we can help you with your client onboarding compliance, complete the short form below and someone will get in touch.

What are the implications for firms that fall short?

You conducted your customer due diligence (CDD) when you onboarded your client. It’s all part of your effort to stay compliant with Know Your Customer (KYC) and Anti Money Laundering (AML) regulations.

But the regulations are constantly changing, your client’s circumstances are evolving and the implications for making a mistake are getting increasingly high. You need to keep track of the changing risks. You need to stay on top of compliance requirements to avoid exposure to financial crime and penalties.

It is no longer sufficient to do your due diligence at onboarding and in periodic intervals. 

Firms need to perform ongoing monitoring for AML to capture any developments, update customer profiles and keep track of the changing risks.

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