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New Icon comes to Portfolio Online

If you've noticed this little icon next to some of the fields in an online document recently, it's new! The clipboard icon next to a field in the online portfolio is an indicator that the field, when completed or edited, will update other areas of a trainee's portfolio. In this way, personal details & important numbers in a trainee's portfolio are syncronised throughout Portfolio Online.

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Portfolio Online Training

Sarah Bettison from the Portfolio Online team with be joining Dr Abdul Raoof, Director of Medical Education EPUT & Chair of the Eastern Division of the Royal College of Psychiatrists, to deliver training to Clinical Supervisors, Training Programme Directors and other Trainee Leads in the use Portfolio Online. Key areas of focus will be how the system can be used to support a trainee’s educational progress, oversee clinical work and manage specialty training programmes. To find out more or to book your place, see the page on Portfolio Online Training on the Royal College of Psychiatrists' website.
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Maintenance Release 2.1.4

Added

  • icon to indicate where a form field automatically updates corresponding profile information
  • [#45] allow assessors to view synopsis and/or csae logs attached to the WPBA they are completing
  • [RCPsych] Added SAPA Form

Fixed

  • issue preventing upload new profile picture
  • portfolio advisor messages not displaying correctly on some screens
  • redirect error when a supervisor ended trainee relationship from within the trainee portfolio
  • remove "View" button from competency popover to prevent accidental navigation away from forms
  • issue where searching for case log did not consider description
  • issue where dynamic ESR would not handle older curricula with top level mappable ILO and mappable child competencies
  • minor formatting issue with rating scales, increased text size for legibility on mobile devices
  • issue preventing some evidence being viewed from the curriculum coverage page
  • workaround issue where windows sends wrong content-type for file uploads
  • [#74] issue assessor was also shown evidence fields when editing a re-opened WPBA preventing them from re-submitting
  • [#75] issue preventing re-opened WPBA being resubmitted due to mandatory section
  • [#76] fix issue where MSF does not show when no cohort means are present
  • [#77] fix an issue where mandatory section/category was effecting ability to approve forms
  • [#78][#79][#88] fixed several related issues where moving activities between portfolios would not always work correctly
  • [#80] fix an issue where mandatory section caused an error when submitting a draft document
  • [#81] fix an issue where case log description did not render html entities correctly
  • [#82] fix an issue where new competency mappings were not updating coverage screen in a timely fashion
  • [#83] fix a regression preventing unmapping of competencies
  • [#85] fix an error when viewing forms that use an invalid proforma (no tool)
  • [#86] fix an issue where forms that had no formable caused an error
  • [#87] fix an issue where orphan forms remained after activities were deleted
  • [FOM] error when creating a new folder

Changed

  • do not persist filters between sessions
  • [FOM] region now attribute of portfolio
  • added more context to results when searching for case log to link
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Maintenance Release 2.1.2

Added

  • warning when attempting to navigate away from unsaved form
  • ability to sort by date of creation
  • filter for current/completed PDP
  • show recommendations from ARCP outcome form on ARCP card
  • demographic information to profile for populating form-R
  • defaults to next training level when creating a new training year
  • defaults to portfolio specialties when creating a new training folder

Changed

  • do not allow future completed date for pdp items
  • cleaned up specialty drop down to remove invalid dual-CCT combinations
  • only allow GMC approved CCT specialties

Fixed

  • issue preventing exam results displaying for some portfolios
  • issue preventing user details update
  • permissions issue preventing editing Mini-PAT activities
  • minor formatting issues
  • issue where missing object could cause redirect loop on dashboard
  • issue causing an error when viewing some completed forms
  • issue causing an error when attempting to submit an invalid form, if the form also links competency coverages
  • issue causing an error when viewing change history for document
  • issue where completed MSF forms have no date specified
  • sort by name on activities
  • remove duplicated "new review" button
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Maintenance Release 2.1.1

Added

  • allow programme admins to edit user/portfolio details
  • allow trainees to view submitted ARCP docs
  • school card to deanery/hos dashboard
  • allow temporary upload of exams data
  • import files for suspend/activate/update membership numbers
  • implement read only policy on suspended accounts
  • pdf headers display on every page
  • zendesk SSO

Changed

  • allow MSF level to be changed after round has started, provided no assessors have responded
  • L1 report framework selection based on current folder mappings
  • moved rcpsych number and candidate number to portfolio details
  • removed 'entry accepted field' from exams as no longer used
  • removed warning on rcpsych exam results page
  • moved warnings for current folder/post higher up page
  • change portfolio suspension message if not current user
  • prevent editing of GMC/RCPsych/Candidate number once set for improved security
  • improved pdf generation
  • switch to zendesk support
  • smarter default framework guessing when editing competency mappings

Fixed

  • error when attempting to update folder details
  • handle errors in newsfeed fetching code gracefully
  • sort review dates on dashboard correctly
  • issue where searching within a school would return results for all schools
  • permissions issue when trying to edit a completed mini-pat activity
  • issue where reviewers would sometimes show up more than once when assigning them to a panel date
  • error when search results contained aggregations referencing objects that have been deleted (eg programme, school)
  • issue causing an error when viewing user profile page
  • issue causing candidate number to display as "not specified" on rcpsych exam results screen
  • issue where long titles would render badly on pdf
  • issue preventing native browser spellcheck from working
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Christmas Support

Our office lines will be closed on 5pm Friday 22nd December 2017 and will re-open at 9am on Tuesday 2nd January 2018.

However, if you have an urgent query, please email us on support@portfolioonline.co.uk and we will endeavour to respond as soon as possible.

Many thanks and a Merry Christmas from the Portfolio Online Team!

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Portfolio Online v2.1 Update

In the latest version of portfolio online we’ve made a number of improvements that we hope will improve your experience. In this release we’ve been focusing on improving layout of user interface and making more information available in order to reduce the number of pages you have to navigate.

The portfolio card is a quick snapshot of the portfolio. It still has the “coverage summary” bar that shows curriculum coverage for the current folder. Now you can also see current placement details too. We’ll also highlight missing information to help ensure everything is up to date.

New Buttons on the left hand side of the card let you quickly toggle different ‘panes’ into view
For example clicking on ‘details’ allows you to see information without having to navigate into the portfolio itself.
And the ARCP gives a quick heads up on previous/scheduled ARCP. We’ve got more planned for this particular pane so watch this space!
Portfolio Page

The Portfolio Overview page has been entirely redesigned to make it much clearer where you are in the system, and make it more consistent with other screens.

Folders have now been given their own tab in the portfolio to make it easier to view and manage them. You can view coverage and post details across all of your training levels in one place.

These structural changes in the site layout also pave the way for a new “Progress to CCT” view which is under development. This will start to aggregate all the requirements for ARCP in one central location so that any gaps can be easily identified.

In conjunction with Curriculum Coverage this will provide trainees, supervisors, ARCP panels easy access to the core information they need to to formulate future training needs, and evaluate progress.

Activities, Assessments, Reviews

When searching for activities, assessments or reviews the results now contain much more detail about the activity, which should again reduce the need to click into the activity itself to see information.

We are always seeking to improve usability by reviewing what information is displayed where in the system and how users search and filter portfolio contents. So please continue to submit suggestions to help us deliver the features that you want.

You can always find out more details about all our updates in the POFeed Changelog

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Release 2.1.0

Major Enhancements

  • Refactor portfolio/folder navigation
  • Improvements to system 'Cards'
    • portfolios
    • folders
    • activities
    • assessments
    • reviews

Fixed

  • new folder button not showing on portfolio card when no current folder exists
  • issue preventing deletion of expired assessments
  • caching issue causing expired objects to still show as their previous status
  • issue with permissions deleting forms from reports
  • validation error when registering as a trainee's supervisor
  • issue where some multiuser reports/WPBA were reporting incorrect status
  • fixed some display issues with the coverage popover on the activity screen

Added

  • prevent nomination of certain users
  • allow deanery admin to update portfolio/folder details for trainees in their school
  • allow deanery admin to update portfolios that have not specified a school
  • show status of MSF self form in list view
  • added various action buttons to list views for assessments, activities etc
  • added the generate pdf button to view page for activities
  • link to ICD 10 codes on WPBA forms
  • programme admin export options
  • o/s task for trainee acknowledgement of released ARCP

Changed

  • updated default portfolios index page to use cards
  • make 'clinical experience' field a dynamic search
  • user/portfolio search to use card layout
  • school view 'trainee portfolios' use new portfolio card
  • allow override of ARCP review period when scheduling

Read more about this update here.

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Maintenance Release 2.0.6

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