Author: Simon

Added

• validation for dynamically generated form contents
• added registration menu item to mobile layout

Fixed

• permissions issue when viewing MSF feedback in archived portfolios
• permissions error when viewing programme admin screen
• error when ending a relationship where the nominated user had not yet confirmed
• issue preventing L1 forms saving ("Framework cannot be blank")
• validate required trainee fields on multiuser forms
• issue retrieving submitted text for some fields on L1 supervisor report
• redirect error when deleting reports
• error when viewing previous revisions of a review form
• issue where completed WPBAs would sometimes show as expired
• issue where submitted MSF forms would sometimes show as expired
• issue where sidebars would sometimes anchor/display incorrectly
• issue where competency popover was clipped to container div
• permissions issue where a trainee could not update a completed ARCP activity
• issue where updating an Activity's category was not persisting to database

Changed

• PDP items now show 'n/m competencies covered' instead of no of activities mapped
• moved ARCP Sign-Off to sidebar
• made ARCP approval easier, trainee can now acknowledge directly from form
• form status now shows status of form, not the parent object
• 'Last Updated' fields dynamically update

Added

• more options in new followup dropdown
• added tooltip to coverage labels explaining the "mapped to x more competencies" indicator
• widespread aggressive caching for significant performance improvement

Fixed

• issue where clear filters on coverage page would redirect back to list view
• issue preventing additional filters being expanded after a checkbox has been checked on iOS devices
• configurable min/max nominations & round duration for MSF
• restored access to QA audit reports
• issue affecting Firefox/Edge browser where using back button was not generating the previous page correctly
• error when displaying the mapped activities on a PDP Item

Changed

• display more details relating to the search terms when showing search results
• improved recent items display
• improved activity labels on curriculum coverage page to better identify underlying activity
• layout of coverage page split better between competency/coverage
• reduced max 'per page' setting to 100 to reduce impact on server resources

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