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.
Release 4.8
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
Maintenance Release 4.6.1
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
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