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Added

• [#1912] Support for RCPsych portfolio data migration, including migration scheduling, read-only enforcement, bulk CSV import, and review date filtering on the ARCP screen

Fixed

• [#1922] Fix CbD subtype not saving when editing an existing assessment
• [#1920] Show human-readable LTFT status on posts (e.g. "Full-Time", "LTFT(80%)") instead of raw percentage
• [#1895] Fix error when nominating a coordinator for a programme role
• [#1894] Fix spell check not working in text fields on assessment and review forms
• [#1893] Fix 500 error when viewing non-image attachments (e.g. PDFs) in modal view
• [#1891] Fix posts intermittently missing or misordered in the post selector on the PDP page
• [#1882] Fix exam diet not found when exam date falls on the last day of the diet period
• [#1878] Fix stale cache on curriculum coverage page hiding new or removed mappings
• [#1871] Fix endorsement dropdown not appearing when editing a folder
• [#1869] Fix MSF cohort means not being calculated since v5.0.0 upgrade
• [#1834] Fix slow page load on completed MSFs without a self form
• [#653] Fix followup WPBAs becoming inaccessible when parent activity is deleted

Major Updates

• Completion of long overdue upgrade to Rails v5.2
• PostgreSQL v16
• CI Migration to GitHub Actions Codecov:
• 1800+ new automated tests: coverage 81.4% (+3.1%)

What's Next

• We're making it faster by replacing some old tech
• We're simplifying the design to make it easier...
• ... which will also make it look nicer

From a developers perspective

The upgrade to Rails 5 has taken several years due to the complex restructuring of the codebase to make it compatible and the challenge og competing workflows. Extensive work has been done on parallel staging and improved test coverage to ensure that this upgrade goes smoothly. The past few months have seen live running of both versions, meaning ongoing fixes had to be deployed to both platforms, which was difficult at times.

Continue reading "Platform Upgrades v5.0.0"

Added

• [#1643] show upload, copy, and bucket details on PDF export records
• [#1240] enable trim_whitespace processor for ICD code elements
• [#1077] autopopulate position fields on forms
• [#1040] include trust details in "portfolios" export
• [#1039] add Forensic / LD dual specialty
• [#1027] add ICD code validation
• [FOM] added CbD subtype / summary page

Changed

• [#1248] reorder changelog entries by issue number (descending)
• [#1109] upgrade RDS PostgreSQL from 13 to 16

Fixed

• [#1685] fix help page showing a 500 error
• [#1683] fix starting a new review failing with a 500 error when a report-type scheme is selected
• [#1613] fix MSF feedback rendering failing when parentresponse is nil
• [#1545] fix date fields displaying text at bottom of input box in Safari
• [#1543] fix PDF exports failing to load programme logo
• [#1538] fix PDF export QR codes and links showing wrong domain for non-RCPsych programmes
• [#1511] fix slow page load on import lines view by adding pagination
• [#1432] fix outstanding nominations incorrectly including expired nominations
• [#1427] fix scheduled database backups failing after PostgreSQL 16 upgrade
• [#1382] fix user names wrapping incorrectly in panel views
• [#1313] fix PDP item creation failing with "competency cannot be blank" validation error
• [#1300] fix supervisor reports, PDP items, and assessments failing to save required fields (framework, post, competency)
• [#1250] fix diagnosis code fields rejecting valid codes with leading/trailing spaces or when left blank
• [#1145] ICD code validation no longer blocks editing WPBA/Evidence after form submission
• [#1076] position displays 'Other' instead of user-entered text
• [#1051] add portfolio archive option to imports dropdown
• [#1045] fix regressed behaviour for printing pdfs of forms
• [#1042] post labels not displaying correctly on career history page in chrome browser
• [#981] fix post calendar view not ordering posts correctly
• [#976] skip validation when reassigning folders
• [#913] fix error when adding post to multiple folders
• [#466] fix "Other" organisation lookup failing when multiple geographic types exist

Major Enhancements

• ARCP View improvements, posts visualisation, decision aid

Added

• [#953] import cohort portfolios
• [#1012] new N code 23 on ARCP Outcome form for trainees in multiple specialities

Changed

• refactored layout for portfolio "quick actions"
• navigation updates to improve consistency for "view" actions
• [#1011] display "(Being Assessed)" alongside corresponding specialty when viewing ARCP outcome form

Fixed

• [#887] notification inconsistent error. Now states correct owner of notification to user, instead of themselves
• [#892] fix caching issue where ARCPs page would sometimes not show trainee's name
• [#966] change view option on submitted ARCPs that are approved
• [#972] fix missing translation on organisation view action
• [#973] fix wording in spec sheet
• [#979] [RCPsych] issue with viewing/editing PSR for 2016 curricula
• [#985] fix ARCP not indexing on form folder
• [#986] fix ios clear date field bug
• [#1004] management role showing only current roles
• [#1011] fix issue with "Being Assessed" checkbox not persisting on ARCP form
• [#1015] allow DA/HoS to re-open submitted/approved ARCP forms
• [#1023] fix broken link to ICD-10 browser on "Daig F:" (WPBA F-Code) fields

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