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

New Psychiatric Supervision Report

Supervisors of those taking part in the pilot have been using the new Psychiatric Supervision Report (PSR) on Portfolio Online and it's now ready to go live to a wider audience in August. Trainees no longer need to complete the report in the same way as before and supervisors can generate it after they enter performance ratings.

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

Portfolio Online Guides Review

Ready for any new starters this August, the Portfolio Online team have been reviewing the online guides for the RCPsych ePortfolio . If you're new to specialty training, take a look at the article Getting Started on Portfolio Online. It has everything you need to know about building a portfolio of evidence online. Supervisors, read the article The Supervisor Role on Portfolio Online. It explains the features of your supervisor account and how you can use them in your role. For the full suite of articles and guides on Portfolio Online, visit the Portfolio Online Knowledge Base.

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

Form R comes to Portfolio Online

Following a successful pilot in the North East, Form R is now available on Portfolio Online for all schools in psychiatry. The Form R is a welcome addition to the online reviews already available and will save trainees and deaneries time as a number of fields will be automatically populated when the form is generated. To find out how to add a Form R to Portfolio Online, see our step-by-step guide How to complete a Form R.

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