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Fixed
- error when supervisor attempted to view an activity with uploads
- permissions issue when HOS/DA/Reviewer tried to view attachments on an activity
- error when editing portfolio details
- do not allow sending of expired nominations
- issue where manage tags screen was not displaying all of a user's custom tags
- error viewing old supervisor report forms
- error when updating a MSF if no fields were submitted
- only show an activity once in competency coverage if it has been mapped both directly & via the PDP
- issue where new folder start_date would always revert to current date
- issue where a cached blank form would show the wrong proforma
- issue where cohort means did not include most recent data
- issue during setup where the portfolio type could not be set
- issue when a form could not be saved due to an error, some fields would sometimes revert to empty
- issue where curriculum coverage would sometimes show activities that have been deleted
- issue where the names of reports linked to ARCP outcome forms was not displaying correctly
- issue where the names of reports in the 'recently viewed' panel was not showing
- issue where the GMC number was not pre-filling automatically on certain forms
- issue where followup WPBA/review would not correctly link if mandatory fields were not filled in first time
- fixed followup learning objective option to work correctly
Changed
- order Learning Objectives in PDP on dashboard by target date
- do not allow gmc field to be edited once it has been filled in
- improved mini-pat nomination handling for assessor forms
- grey out disabled form elements
- redirect to edit page when creating a WPBA/report
- improved 'not started' message to explain multiuser forms need to be submitted before sending the request
- improved user search fuzzy matching
- add system default tags to 'manage tags'
- hint on portfolio start date
- allow PDP item completed date to be specified/edited
- consistently display leading zeros in date ranges of form
- to
- only show email autocomplete when a single address is returned
- show the full ancestry for an activity in the followup chart
Added
- require confirmation before deleting uploads
- require confirmation before deleting comments
- dynamic L1 supervisor report based on framework
- 'retry' option to nominations that do not send within 5 minutes
- display number of activities mapped through a PDP item in summary view
- show the full ancestry of a competency on the coverages popover list
- allow existing activities to be added as followups
- allow followups to be removed from their parent
Fixed
- issue where updating ARCP's would sometimes not update the index correctly
- permissions issue preventing ARCP forms being resubmitted
- draft document can be saved without validating
- title from 'new evidence' not copying correctly to document title
- mismatched formatting of dates on career history entries
- issue where removing a link from a PDP would leave an activity mapping as via PDP instead of converting to Direct
- improved layout of MSF feedback pdf so that text does not crop mid line
- rare issue preventing 'save changes' button from displaying on firms
- issues where some form actions were not displaying on certain forms
- issue where mapping scope was not set correctly when mapping evidence via a PDP item
- issues affecting the generation of pdf's for PDP items
- error when "Clinical Experience" selector contains case log with no start date
- error preventing guest users from create a new WPBA form
- issue where form details were not correctly propogating to user's profile
- issue where only first 10 ARCP reviews displayed when viewing a panel date
- error when entering a very long synopsis
- issue where SLE's based on CAP curriculum were not showing ILO(h) options
Changed
- ARCP index screen uses new search/sort panel
- form status field to better match status of underlying object
- create/edit document page to behave like forms page
- only show frameworks that correspond to the programme's a user has portfolios for
- improved formatting of supervisor relation screens
- 'Re-Submit' button for forms that have been previously submitted, and subsequently re-opened for editing
- show flag on archived portfolios
- allow MSF feedback to be viewed by users with correct management role
- available categories for an activity are now based on the portfolio the activity is contained in
Added
- search ARCP's by trainee name
- add 'submit' option to the private activity message
- added controls to work with forms directly to show form page
- option to print PDP items
- show mapped evidence on PDP items
- recaptcha on password reset and registration pages
- added more options to directly manage coverages on an activity
Fixed
- error when some users tried to view career history
- error when trying to edit a portfolio that did not have a trust specified
- issue preventing ARCP filters from displaying
- error when viewing a portfolio where trust has not been specified
- issue preventing generation of pdf's for some activities
- removed ability for users to delete comments made by other users
- issue preventing reviewers from viewing the school section
- error when displaying outcome forms when panelists have been subsequently deleted
- issue where invalid document was not displaying
- issue preventing PDP coverage from showing all activities mapped
- issue where labels were not displaying correctly for some activities on the coverage pages
- issue where labels were not displaying correctly for recent activities
- issue that would cause a recurring error when a management nomination had been deleted
- error checking permissions for archived portfolio
- issue preventing Deanery Admins from deleting ARCPs
- error when trying to edit a drafted MSF self-form
- issue causing incorrect options to be displayed in the 'level at next rotation' dropdown on ARCP outcome forms
- issue where a "one of a group of elements must be checked" form validation was not correctly checking values
- issue where expired nominations could sometimes still display amongst a user's outstanding tasks
- error when trying to delete some activities
- intermittent error when viewing dashboard if user has been nominated for a supervisor/management role
- error when attempting to create a new PDP item/career entry in a new browser tab instead of using the modal dialogue
- issue affecting the leadership form causing one of the responses not to display correctly when viewing a saved form
- issue where the 'select level' dropdown would not contain all allowable values
- error when trying to view ARCP outcome forms using a prior revision of the proforma
- error when trying to add new reviewers to a school
- issue causing new trainee registrations to silently fail
- intermittent error when updating portfolio details
- issue where the activity date would not correctly reflect the date of assessment for WPBAs/Reviews
- issue where IE8 would not correctly load the required javascript libraries
- multiple layout issues in IE8
- issue which would causes excessive resource usage, leading to degraded site performance
- error where a WPBA request would sometimes show on a user dashboard before the trainee sent the request
- issue preventing input of a "reason" when the N13 code was selected for No Outcome on ARCP outcome forms
- issue that would cause password reset to silently fail if the user record was invalid
- issue preventing user account merge
- issue where WPBA status would incorrectly show 'being revised' when a form had not previously been submitted
- issue where a nomination would sometimes not be considered to have expired
- issue where "Nomination Rejected" email had an incorrect subject
- permissions issue when viewing portfolio folders
- issue that would sometimes prevent submission of MSF self form
- issue where the coverage page would incorrectly show knowledge/skills/attitudes for some competencies inline
- permissions issue preventing reviewers from editing ARCP outcome forms that had been created by a different users
- issue where 'select specialty' would sometimes not show all available specialties
- permissions issue preventing some users editing ARCP outcome forms that had been re-opened
- issue where the selected level for a career entry would sometimes not display when viewing the form
- permissions error when managing school reviewers
- error when a user did not specify all the required fields when creating an assessment
- issue where removing an ARCP would not remove the associated outcome form
- issue preventing printing of ARCP outcome forms
- issue where creating an activity with no title would automatically select a 'Case Log' proforma
- formatting & typos in some ARCP status messages
- issue where 'grade at next rotation' would not be highlighted if it was left blank when ARCP outcome form was submitted
- issue where submitting a WPBA would sometimes create an activity when it should not and vice-versa
- issue preventing automated 'outcome 6' emails being sent to the college
- discrepancies in GA & Old Age curricula preventing a competency from being mapped/unmapped
Changed
- re-enabled PDP coverage page
- do not allow users to edit portfolio type to be changed once it is set
- do not allow users to delete a portfolio
- removed spurious fields from 'edit profile' screen
- temporarily disable SSO functions until college membership database is upgraded
- disabled responsive layout in IE8
- redirect back to PDP after editing
- improved formatting on PDP page
- make 'case log' label on WPBA's into a dynamic link that shows the case log in a modal window
- consider future dated PDP items as current? when mapping activities
- include the activity 'type' as part of scope when searching activities
- improved formatting/layout and content of the headers on forms, activities, WPBA's etc
- improvements to pdf generation for submitted forms
- various additions to searching and filtering of assessments, activities, reviews etc
- layout improvements to profile page
- better handling of errors when uploading profile picture
- order portfolios on profile page by start date
- better handling of errors when creating a new review
- automatically default the proforma for PDP items/career entry
- clinical experience dropdown changed to select box to allow all case logs to be displayed
- only show 'current' schools in menu
- relabel 'submit' as 're-submit' when resubmitting a form
- make the 'No Clinical Experience' label link directly to 'Edit WPBA'
- only show first item in PO Feed on homepage
- allow numbers on ratings tables as a configurable option per proforma
- support links in help menu now direct to portfolioonline.zendesk.com
Added
- allow printing of reviews from the portfolio -> reviews page
- allow trainees to view archived portfolios from profile page
- multiple I18n internationalisation translations added
- portfolio management tools added for administrative users
- support for multi-user forms
- form element to allow selection of specific framework competencies that automatically generate coverage when form submitted
- SLE pilot form
- college announcements area to homepage
- specify portfolio type when registering for a Psychiatry portfolio
Fixed
- issue preventing the reviews index page from displaying correctly
- issue preventing some unregistered users completing a mini-pat form
- issue causing submitted reports to appear as in progress
- issue causing check box field submissions to be unrecognised
- issue preventing some evidence fields from being edited
- issue preventing supervisor report requests from sending immediately
- issue preventing some PDP items from appearing on trainee dashboard
- issue preventing trainee portfolios from displaying in programme management view
- issue preventing assessment date from being edited
- issue preventing unregistered users from submitting a WPBA form without first having to save
- error when viewing ARCP where the trainee has not set a portfolio type
- error when viewing specialty training post form
- error when trying to edit an msf self form
- error when viewing a report form
- error when viewing an arcp outcome form
- error when trying to archive a PDP item
- error when trying to edit an MSF activity
Added
- evidence edit button on index page
- evidence delete button on index page
- display supervisor name on completed report forms
- delete review option
Changed
- career history updated to use new card format
Major Enhancements
- Filtering, searching and sorting portfolio contents
- Dynamic filters can now be used on the new curriculum coverage view
- Introduced school/programme management sections for future reporting needs
- Improved support for multiple portfolio types Specialty Training, CESR, Liason Credentialing etc
- Redesigned navigation to provide consistency when viewing other people's portfolios
- New 'assessment engine' provides advanced features for completing forms by multiple people and generation of dynamic form fields
- New visualisation showing competency coverage for activity folders
- Trainee screens use visualisation to show coverage for current and past folders.
- Supervisor dashboard uses new visualisation to show coverage for their trainees current folders.
Added
- allow containing folder(s) to be specified when creating evidence
- allow attachment to be specified when creating evidence
- allow multiple attachments to be uploaded at the same time
- provide a synopsis on WPBA's to give assessor context
- all activities can be given custom titles
Added
Changed
- during setup do not default "Please confirm your status" question
- clarification of wording on 'Archive Portfolio' panel
- minor formatting changes for 2016 curricula
Added
- revise completed ARCP's and retain audit trail
- warning for trainee on ARCP outcome form activity when revision of form is underway
Changed
- updated form revisions screen to include data about the revision within the body of the form
Fixed
- issue that prevented some types of supervision forms from printing
- issue that caused only first page of multi page forms to print
- form revision history sometimes showing incorrect date time for updates
- issue where dynamically updating forms would not reinitialise some parts of the dynamic functionality after initial update
- issue preventing signing off an ARCP outcome form for a second time that has been revised after signing of previously
- issue where date not showing on new activities
Added
- warning when selecting no trainees trying to schedule multiple ARCPs
- add programme management panel to dashboard for programme admins
- programme switcher
- exams import
- candidate numbers import
- show the name of the person who submitted a form on the pdf version of the form
- show the date/time of form submisson on the pdf version of a form
- allow tagging/categorisation of WPBAs
- provide a means of labelling WPBAs to differentiate them
Fixed
- issue where attempting to edit competnecy mappings would sometimes cause an error
- a rare issue with redirects on multi page form
- a rare issue where creating an assessment might generate an error if a previous attempt had been invalid
- issue where releasing feedback would sometimes not remove the outstanding task from a supervisor's dashboard
- issue which was causing the ARCP outcome 6 motification to fail to send
- issue where attempting to edit competnecy mappings would sometimes cause an error
- fix a rare issue with redirects on multi page form
- fix a rare issue where creating an assessment might generate an error if a previous attempt had been invalid
- issue where importing files would sometimes display the incorrect status
- issue where trainees wwere not displaying on DA dashboard
- issue where archived PDPs were not displaying
Changed
- prevent setup wizard from sometimes being triggered when merging accounts
- prevent invalidation of password sometimes being triggered when merging accounts
- scope trainees, ARCP overview pages by programme
- merge file import moved to dashboard
- general improvements to import functions
- in progress mini-pat box on profile now includes 'not released'
- improvements to user search: partial email matches, more weight to GMC and rcpsych membership number
- general improvements to the layout of the assessments/activities tables
Added
- automatically email college when outcome 6 is awarded
- additional form validation logic for multiple field checkboxes and field comparison
- generate cohort means for mini-pat scoped by school and level, and allow selection of cohort when viewing feedback
Fixed
- filter programme specific attributes from portfolio edit screen (GMC TPAN,NTN/DRN and CCT_DATE)
- issue causing an error during the account setup procedure
- error when viewing individual trust details
- issue where a DA could not create an outcome form if they were also registered as an ARCP reviewer
- issue where an activity that had its related object deleted would cause the activities index to raise an error
- error when viewing a trainee relationship record
- issue where using back/forward or opening multiple windows could interreupt creation of new form and cause it to fail
- error when trying to view dashboard with a scheduled ARCP after portfolio has been archived
- issue where excessive tagging could lead to innacurate counts being displayed
- dispaly issue where arcp outcome was showing as a code instead of human readable text on reviewer dashboard
- issue where a new specialty trainign form could not be created
- issue preventing some specialty training forms from displaying due to a change in data format
- error when viewing certain folder contents
- issue where ARCP's completed using an older outcome form proforma were incorrectly reporting their status as scheduled
- fixed a typo on the ARCP scheduled message
- issue where supervisors name would sometimes show instead of trainees name on L2 report
- issue where generating collated feedback would adversely affect database performance
- issue where a supervisor could not register a new account using a supervisor nomination link
- issue causing expired mini-pat requests to appear as an outstandng task on the dashboard
Changed
- allow assessment tools to be deprecated
- allow scheduling of revisions to proforma templates
- make 'New Followup' dropdowns consistent
- updated ARCP outcome form to latest revision
Added
- credentialing pilot programme
Fixed
- race condition that could cause assessments to remain in the index after being destroyed, affecting assessment totals
- error when recently viewed items tried to display a private form
- error when viewing supervisor relationship
- error when editing user profile with no role specified
- prevent more than one MSF being created at the same time
- error when searching for a user
- typo on edit activity screen
- issue where permissions to finish a role/relationship were not being correctly checked