Portfolio Online v2.1 Update

In the latest version of portfolio online we’ve made a number of improvements that we hope will improve your experience. In this release we’ve been focusing on improving layout of user interface and making more information available in order to reduce the number of pages you have to navigate.

The portfolio card is a quick snapshot of the portfolio. It still has the “coverage summary” bar that shows curriculum coverage for the current folder. Now you can also see current placement details too. We’ll also highlight missing information to help ensure everything is up to date.

New Buttons on the left hand side of the card let you quickly toggle different ‘panes’ into view
For example clicking on ‘details’ allows you to see information without having to navigate into the portfolio itself.
And the ARCP gives a quick heads up on previous/scheduled ARCP. We’ve got more planned for this particular pane so watch this space!
Portfolio Page

The Portfolio Overview page has been entirely redesigned to make it much clearer where you are in the system, and make it more consistent with other screens.

Folders have now been given their own tab in the portfolio to make it easier to view and manage them. You can view coverage and post details across all of your training levels in one place.

These structural changes in the site layout also pave the way for a new “Progress to CCT” view which is under development. This will start to aggregate all the requirements for ARCP in one central location so that any gaps can be easily identified.

In conjunction with Curriculum Coverage this will provide trainees, supervisors, ARCP panels easy access to the core information they need to to formulate future training needs, and evaluate progress.

Activities, Assessments, Reviews

When searching for activities, assessments or reviews the results now contain much more detail about the activity, which should again reduce the need to click into the activity itself to see information.

We are always seeking to improve usability by reviewing what information is displayed where in the system and how users search and filter portfolio contents. So please continue to submit suggestions to help us deliver the features that you want.

You can always find out more details about all our updates in the POFeed Changelog

Release 2.1.0

Major Enhancements

  • Refactor portfolio/folder navigation
  • Improvements to system 'Cards'
    • portfolios
    • folders
    • activities
    • assessments
    • reviews

Fixed

  • new folder button not showing on portfolio card when no current folder exists
  • issue preventing deletion of expired assessments
  • caching issue causing expired objects to still show as their previous status
  • issue with permissions deleting forms from reports
  • validation error when registering as a trainee's supervisor
  • issue where some multiuser reports/WPBA were reporting incorrect status
  • fixed some display issues with the coverage popover on the activity screen

Added

  • prevent nomination of certain users
  • allow deanery admin to update portfolio/folder details for trainees in their school
  • allow deanery admin to update portfolios that have not specified a school
  • show status of MSF self form in list view
  • added various action buttons to list views for assessments, activities etc
  • added the generate pdf button to view page for activities
  • link to ICD 10 codes on WPBA forms
  • programme admin export options
  • o/s task for trainee acknowledgement of released ARCP

Changed

  • updated default portfolios index page to use cards
  • make 'clinical experience' field a dynamic search
  • user/portfolio search to use card layout
  • school view 'trainee portfolios' use new portfolio card
  • allow override of ARCP review period when scheduling

Read more about this update here.