Category: Change Log

Portfolio Online has undergone a number of enhancements recently to improve end-user experience. Our most recent release can be seen in full in our Change Log.

Major Enhancements

• [RCPsych] Integrated Curriculum Coverage on PSR
• [RCPsych] School view of exams
• [RCPsych] Programme view of exams

Added

• [#197] calendar view of Posts on career history page
• [#847] non sensitive management role info in user view when searching other portfolios
• [#867] added key to visualisation table on career history for colours
• [#835] Generic JavaScript Error message. Aimed for when visualisation errors occur but will work for a standard error also.
• [#876] added test coverage for fix #851
• [#937] add send reset password functionality to more intuitive Change Password nav for admin
• [#962] add school filter to ARCP filtering side bar
• added consultant portfolio type
• [RCPsych] added exam diets for 2025 imports

Changed

• [#738] make temporary supervisor access default end_date to 1 week after creation date
• [#795] [RCPsych] allow post selection when mapping to Active PDP
• [#834] change trainee specific working on setup and suspension warnings
• [#821] visualisation of career history improved UI, square edges for multi-year posts
• [#878] LTFT fields changes for standardisation of data in ST forms
• [#895] general parent child elements on form are cleaned and standardised for data collection
• [#932] formatting on HLO competency table
• [#956] custom datepicker fields to built in type date fields
• make nomination rejection reason mandatory
• improve nomination confirmation/rejection flow
• allow portfolio type to override Programme defined assessment levels
• [RCPsych] only transition specific portfolio types

Fixed

• [#636] fix duplication on assessment view on transitioned users
• [#765] fix issue preventing completion of Post Activities
• [#769] fix error when trying to create Post Objective without HLO
• [#771] fix validation error when trying to create a new document activity
• [#775] [FOM] fix issue with incorrect default PDP view
• [#774] [RCPsych] fix issue preventing new Post Objective for different specialty
• [#775] [RCPsych] fix error viewing PSPDP
• [#777] [RCPsych] fix issue causing PSPDP to report 'could not determine framework'
• [#780] fix 500 server error caused by trying to display errors when creating a new review that has no errors
• [#782] fix display issue causing KSB text to incorrectly show inline when mapping to 2016 curricula
• [#785] fix 500 server error when review competency has missing name
• [#798] [RCPsych] fix issue where PSPDP would show 'no competencies linked' for Post Objectives
• [#799] [RCPsych] fix n/0 display issue on PDP card for HLO linked PDP Items
• [#802] [RCPsych] fix issue with HLO4 on LD 2016 curriculum coverage page
• [#807] fix caching issue that sometimes prevents trainee name displaying on ARCP card
• [#807] fix issue where chair of panel cannot see ARCP's for approval
• [#811] fix issue where Activities "Last Updated" was being reverted to Review/WPBA's "Last Updated"
• [#814] fix issue where deleted PDP coverage had not direct, offer user to delete coverage or convert to direct
• [#815] fixed off by 1 error when calculating MSF duration
• [#820] fixed not specified on extended absence post card, shows useful info: Notes and Absence Type
• [#823] [RCPsych] fixed css glitch on chrome/edge preventing PSR completion
• [#827] [RCPsych] fixed default Post issue when creating new PDP item for previous Posts
• [#828] fixed save progress inline freezing on Reports
• [#829] fix scroll alteration on number input fields (affecting chrome users)
• [#832] fix inconsistent nomination count when rejection reason not given
• [#832] fixed issue preventing un-map toggle working
• [#838] issue when scoped mapping is not deleted when direct mapping exists
• [#851] can delete duplicate PDP when user error creates two PDPs
• [#855] issue where deleting an activity would sometimes leave behind original WPBA/Report request
• [#821] fixed Post id showing in career history, now shows the title if the Post has no category
• [#873] fixed WPBA clinical evidence edit. Can't delete them from submitted, can't remove from submitted, can't edit from evidence
• [#879] warning show in yellow not success green
• [#883] fixed deleted evidence indexing syncing on evidence view
• [#886] fix truncated decimal values on form overview when true value is a decimal
• [#890] fix validation when editing previously submitted form activities
• [#896] fix foreign key association preventing error on Posts with linked review
• [#910] [RCPsych] fix offsite backup timeout issue
• [#912] fix issue where indexed elements where not being processed correctly
• [#923] fix issue where transition date was incorrectly being updated by new folder creation
• [#929] fix issue preventing deletion of certain activities
• [#931] fix table layout expanding out of screen for many evidences on ARCP form partial
• [#940] [RCPsych] fix referential integrity issue withe RCPsych backup data
• [#939] fixed viewing other accounts showing information for Organisations or Programmes
• [#943] fix overflow on file uploads distorting the table on the interface
• [#976] fix error when automatically re-assigning evidence to older based on date
• [#981] chronological ordering of posts on calendar visualisation
• fixed 500 server error when reporting errors on PDP Items
• ignore trailing whitespace when confirming nomination email

Added

• [RCPsych] Eating Disorder Credential Programme & Curriculum
• [RCPsych] portfolio advisor for private posts on PSPDP view
• [RCPsych] new addictions WPBAs
• [RCPsych] new Psychotherapy SAPA WPBA
• [RCPsych] remote backups for DR
• [#704] allow admin to move folders between portfolios
• [#712] validate GMC number format for new registrations
• [#723] level and specialty fields added to portfolios export
• [#725] status fields added to ARCP export
• [#728] portfolio levels fields added to portfolios export

Changed

• [RCPsych] psychotherapy WPBA updates
• [RCPsych] PSPDP rating warning specifies supervisor
• clean up formatting on management role pages
• [#691] sort PDP Items by title when mapping to 'Active PDP'
• [#696] do not show ARCP approvals in O/S tasks if portfolio is archived

Fixed

• [#655] fix error when editing completed PSR
• [#661] fix post validation error when submitting PSR
• [#664] fix regression in #661 causing incorrect menu to display when viewing career history
• [#665] fix issue where default PSPDP view was not using current post correctly
• [#667] fix issue where only first 10 posts showing in PSPDP post selector
• [#668] fix issue with deleted PDP items affecting PSPDP display
• [#670] fix error why trying to update post on PSR form
• [#672] fix PDP proforma dropdown for non-transitioned portfolios
• [#675] fix issue editing PSR post
• [#676] fix error submitting PSR
• [#678] fix issue editing folders
• [#680] fix issue with supervision meeting's available curricula
• [#687] fix error editing PSPDP item in legacy portfolio
• [#694] fix issue where assessor position not displaying correctly
• [#707] fix issue preventing mapped items showing when printing curriculum coverage page
• [#712] fix default PSPDP view when no current post

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

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

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

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

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

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

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