Release 4.6

Major Enhancements

  • [RCPsych] 2022 Curriculum Updates

Added

  • [#595] portfolio advisor when specialty is not set
  • [#599] export portfolios to csv for DA in organisation view

Fixed

  • [#521] configure suggested followup proformas by activity type
  • [#592] new training level button not showing on empty portfolio card
  • [#597] new post activity not showing immediately after creation
  • [#601] incorrect validation of specialty when creating a new CT folder
  • [#602] [FOM] error when trying to sign up for a new account
  • [#603] issue causing exam imports to freeze
  • [#608] error when viewing an activity that has been mapped through a post activity that has been deleted
  • [#620] issue with permissions when assessing a suspended portfolio
  • [#628] issue when submitting form R
  • [#648] prevent creation of duplicate training level folders below ST6
  • [#649] issue with case log permissions
  • [#651] issue where additional panel members were not displaying if no assigned panel members have been selected
  • [#658] fix issue creating Post Activities when no posts available

Changed

  • [#592] restrict specialty selection based on training level
  • [#596] make specialty a mandatory field for portfolio/folder

Release 4.5

Major Enhancements

  • [RCPych] 2022 Curriculum and PDP pilot

Added

  • [FOM] WBA Summary tab on portfolio page
  • [#521] configure suggested followup proformas by activity type
  • [#532] no outstanding tasks panel for accounts with nothing on dashboard
  • [#550] [RCPsych] additional exam diets
  • [#555] unassigned activities warning and auto assign by date
  • [#563] [FOM] added SAIL(OH) to WBA Summaries
  • [#570] portfolio advisor for core trainees mapping to higher curricula

Fixed

  • [#262] permissions issue with linked clinical experiences
  • [#517] [FOM] error in ESR when no coverage is present
  • [#519] fixed issue where WPBA/Report followups were not creating correctly
  • [#522] issue with MHA flag not displaying correctly on case logs
  • [#524] 500 server error when trying to register as new user from a nomination with a duplicate email
  • [#526] issue linking existing clinical experience to WPBA
  • [#528] order child elements on proformas by sequences
  • [#530] error when viewing PDP coverages
  • [#538] show coverage on new report as well as edit
  • [#539] N/A showing for specialty specific WPBA requirements on ARCP page
  • [#541] permission issue allowing nomination to be deleted from cached page
  • [#542] reports not showing on ARCP requirement page
  • [#543] permission issue preventing TPD's from viewing their ARCPs page
  • [#548] [FOM] issues with ESR review period dates
  • [#551] some activities not displaying correct icon
  • [#552] sometimes showing "Supervisor has not submitted" on reviews page along side the submitted date
  • [#557] error when creating clinical WPBA without required clinical experience
  • [#559] error when attempting to specify an invalid review period on ARCP outcome form
  • [#560] error when trying to save a multiuser clinical WPBA with no clinical experience attached
  • [#564] date validation on ARCP outcome forms was sometimes incorrect
  • [#569] timezone issue with start/end dates comparisons
  • [#571] issue where rejected nominations could be re-queued and get stuck
  • [#574] missing PDP link on supervisor view of trainee portfolio
  • [#575] Non Training portfolios showing as Core Training
  • [#578] error when showing WBA summary for portfolio with no folders
  • [#585] [FOM] error when region is not set

Changed

  • replaced specific Learning objective options from New-Followup list with generic PDP Item
  • remove category/sections from psychiatry programme
  • [#535] significant performance improvement in MSF cohort_mean calculations
  • [#545] when saving form also modify updated_at field of activity

Release 4.4

Major Enhancements

  • [#490] refactor layout and add WPBA totals to portfolio dashboard

Added

  • [#199] [RCPsych] Form R now available to all - https://portfolioonline.zendesk.com/hc/en-gb/articles/360001238697
  • [#199] [FOM] Form R - https://fomportfolio.zendesk.com/hc/en-gb/articles/360017048377
  • [#199] [FOM] ESR components for testing
  • [#512] added delete element to proforma editor

Changed

  • remove manual archive portfolio option
  • [#455] show level of ARCP in activity entry

Fixed

  • permission issue that sometimes prevented ARCP reviewers from viewing certain attachments
  • [#99] automatically remove assessor from form when nomination is deleted
  • [#453] error when deleting activity with missing resource
  • [#457] fix issue allowing case logs to be mapped to competencies
  • [#459] fix error when deleting management nominations for unknown users
  • [#459] fix permissions for programme admin viewing uploads
  • [#467] fix display issue with comments on collated feedback
  • [#472] fix issue preventing suspension import
  • [#474] fix caching issue when adding a new followup
  • [#476] fix issue preventing "ARCP Released" emails from sending
  • [#479] fix regression causing error when report scheme is not set
  • [#481] fix issue where review scheme was not being correctly set
  • [#485] fix issue where trainee's name would sometimes not show on Form-R in the organisation reviews page
  • [#485] error when a deleted user was shown in a filter
  • [#493] demo accounts failing to reset
  • [#495] permission issue that sometimes prevented RO's from viewing Form-R
  • [#491] fix issue where MSF was showing total forms, not assessments
  • [#492] fix error viewing frameworks
  • [#497] remove expired tools from assessment summary
  • [#498] error when checking RO permissions against reviews with no organisation set
  • [#506] fix error when a form R has not been completed
  • [#509] fix issues with future dated PDP Items
  • [#511] restored recents in navbar

Maintenance Release 4.3.1

Added

  • [#196] [FOM] prototyping ARCP Dashboard
  • [#204] send notification email when ARCP released to trainee
  • [#300] [FOM] enable suspensions

Changed

  • [#393] significant updates to overall stability of search indexes
  • [#410] improved handling of client branding on outgoing emails
  • [#425] only show previous 12 months on Organisation's Live ARCPs progress bar
  • [#436] do not show per nomination queuing for MSF
  • [#437] do not allow concurrent MSF in different portfolios for same programme
  • [#444] fix regression in #437
  • manage client contact details in programme management

Fixed

  • minor formatting on forms
  • format system error page
  • [#406] fix error when form cannot parse a response that has been entered that contains invalid html
  • [#414] fix regression in #410 that caused an error when trying request a reset password email
  • [#420] fix incorrect email validation on mixed case local-part
  • [#422] error when trying to create a PDP item with a future end date and mandatory field(s) not filled
  • [#430] admin issue with user merge not handling duplicates correctly
  • [#431] admin issue with form delete on MSF forms
  • [#442] race condition that would sometimes cause a shared activity to be indexed when it was still private
  • [#450] non-training portfolios showing as "Core Training" when equivalent level set to CT1-3

Release 4.3

Major Enhancements

  • Improved registration flow
  • Event logging & notification updates

Added

  • allow trainees to add portfolio if already registered as assessor
  • show the name of the person that released the MSF
  • deletion constraint on MSF when it has responses
  • cleanup organisation management
  • [FOM] added FOM Contact ID to profile and registration
  • [#199] form-R TOOT validation
  • [#327] link to ARCP guidance /suggestions on homepage

Changed

  • sort organisation reviewers by name
  • removed expiry dates from assessment/review requests
  • improved UI flow when creating requests
  • allow requests to be deleted
  • improved error reporting when an action cannot be completed
  • link to existing MSF in the "invalid concurrent MSF" error
  • do not prompt to add supervisor if a request is pending
  • prompt for position as required
  • allow for programe specific fields when exporting data
  • [RCPSYCH] updated college contact details in emails & suspension message
  • [#385] automatically scroll to top when viewing next page in filtered lists

Fixed

  • error when creating a new organisation
  • error when removing a panel member
  • permission error on redirect after deleting a proforma template
  • sporadic error when a guest user attempted to complete a supervisor report
  • fix regression in PR #374
  • intermittent database latency spikes caused by About page
  • duplication of messages in portfolio advisor
  • incorrect filenames showing on exports page
  • backend error indexing portfolios linked to deleted organisations
  • restored email notification on completion of an export
  • [FOM] cpd filtering on evidence page
  • [#264] index went out of sync a portfolio was suspended
  • [#330] error when admin viewed user roles
  • [#344] issue where save progress would cause subsequent 'Save Draft' to submit as a GET request
  • [#349] issue where incorrect management status could prevent request email from sending
  • [#350] backend issue determining correct management type
  • [#353] permission issue preventing reviewers from viewing the panel page
  • [#355] prevent creating duplicate requests for relations & managements
  • [#359] fix regression in #355 incorrectly identifying duplicate management requests
  • [#361] issue that could cause MSF end date to truncate if the trainee changed the MSF level after the round had started but before any responses were received
  • [#370] error when processing notifications for deleted objects
  • [#371] permission error when marking pdp item complete
  • [#377] error when merging users that have events logged
  • [#381] dynamic form elements were sometimes showing when they should not be
  • [#385] next button was not working correctly
  • [#387] do not allow creation of activities using non evidence proforma
  • [#388] [FOM] fix regression in #381 CPD points not displaying correctly
  • [#399] fix error when selecting "Other" as trust
  • [#401] fix issue where selecting "Other" trust did not show "Please Specify" input

Maintenance Release 4.2.3

Added

  • add a 'sample form url' field to tools, for linking to example forms
  • indication of who still needs to submit a review form

Fixed

  • [#218] possible error when updating a wpba/report and session information has changed
  • [#312] support address in duplicate GMC message was not propagating correctly to email client
  • [#315] allow re-open of forms that have only been submitted by trainee
  • [#318] do not show o/s tasks for draft activity forms
  • [#316] ARCP review dates not correctly highlighting in DA calendar view
  • [#328] draft form updates not persisting when required activity fields not filled
  • [#331] fix issue preventing ARCP sign off
  • [#332] fix issue where save progress would sometimes create duplicate activities
  • [#334] fix issue where save progress would sometimes fail to persist data
  • [#336] bump puma from 4.3.1 to 4.3.5 - addresses CVE-2020-5247
  • [#340] bump rails from 4.2.11.1 to 4.2.11.3 - addresses CVE-2020-8163

Maintenance Release 4.2.2

Added

  • esr/psr updates
  • [#285] added supplementary outcome 10 c-codes see: https://pofeed.uk/2020/04/18/outcome-10-a-new-outcome-for-arcp/
  • [#287] fix the order of Yes/No responses for UI consistency
  • [#287] allow custom ordering strategies for responses to questions
  • [#299] covid reflection proforma

Changed

  • [#285] modify outcome 10 to comply with copmed updates see: https://www.copmed.org.uk/images/docs/Coding_for_ARCPs/Coding_for_ARCPs.pdf

Fixed

  • [#282] fixed error when profile was missing required fields
  • [#289] fixed error when merging previous folder into current folder
  • [#302] fixed issue where required fields left blank were sometimes not highlighted
  • [#304] fixed caching issue
  • Bump nokogiri from 1.10.4 to 1.10.8

Maintenance Release 4.2.1

Added

  • [#274] ARCP export function for programme admins
  • [#279] add outcome 10 to ARCP

Changed

  • revert archived portfolio view to default
  • added more guidance links to portfolio advisor
  • do not show advisor messages for archived portfolios
  • open guidance links in a new window

Fixed

  • [#276] timeout error when exporting data

ARCP updates, Phase I

In order to improve the online ARCP experience we have been working with the various stakeholders to identify ways in which we can make the system more useful to them.

The first step in implementing the changes is to address the overall layout of information, and improve the navigation. The primary task was to de-clutter the main dashboard and remove some duplicate information.

Some of the information has now been moved to the Organisation Dashboard, this will also help speed up the page load time for the Main Dashboard screen. The Organisation Dashboard layout has been updated, in readiness for new summary reporting information that will help deanery administrators and Heads of Schools to better understand what is happening at organisational level.

The DA Organisation Dashboard

TPD's and Panel Chairs have a new top level ARCP tab, that will quickly allow them to find ARCP's that they are connected to, in order to sign them off as necessary.

In future releases we will be improving functionality to manage ARCP scheduling, this will include:

  • scheduling of multiple ARCP's simultaneously
  • creation of multiple panels per ARCP date

Don't forget we are always looking for ideas for improvement, you can post these in our Suggestions Forum

The Portfolio Online Team

Release 4.2.0

Major Enhancements

  • Improved ARCP Management (phase 1) - https://pofeed.uk/2020/02/06/arcp-updates-phase-i/

Changed

  • [#256] improved handling of internal caches

Fixed

  • [#250] fixed issue with programme admin login
  • [#254] ensure correct filters show when searching portfolios
  • [#260] issue preventing deleting of assessment request from dashboard
  • [#263] occasional error when supervisor tried to submit PSR
  • Bump excon from 0.67.0 to 0.71.0
  • Bump rack from 1.6.11 to 1.6.12