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Posted on

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
Posted on

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!

Posted on

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

Posted on

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.

Posted on

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
Posted on

Maintenance Release 2.0.5

Added

  • more options in new followup dropdown
  • added tooltip to coverage labels explaining the "mapped to x more competencies" indicator
  • widespread aggressive caching for significant performance improvement

Fixed

  • issue where clear filters on coverage page would redirect back to list view
  • issue preventing additional filters being expanded after a checkbox has been checked on iOS devices
  • configurable min/max nominations & round duration for MSF
  • restored access to QA audit reports
  • issue affecting Firefox/Edge browser where using back button was not generating the previous page correctly
  • error when displaying the mapped activities on a PDP Item

Changed

  • display more details relating to the search terms when showing search results
  • improved recent items display
  • improved activity labels on curriculum coverage page to better identify underlying activity
  • layout of coverage page split better between competency/coverage
  • reduced max 'per page' setting to 100 to reduce impact on server resources
Posted on

Maintenance Release 2.0.4

Fixed

  • error when supervisor attempted to view an activity with uploads
  • permissions issue when HOS/DA/Reviewer tried to view attachments on an activity
  • error when editing portfolio details
  • do not allow sending of expired nominations
  • issue where manage tags screen was not displaying all of a user's custom tags
  • error viewing old supervisor report forms
  • error when updating a MSF if no fields were submitted
  • only show an activity once in competency coverage if it has been mapped both directly & via the PDP
  • issue where new folder start_date would always revert to current date
  • issue where a cached blank form would show the wrong proforma
  • issue where cohort means did not include most recent data
  • issue during setup where the portfolio type could not be set
  • issue when a form could not be saved due to an error, some fields would sometimes revert to empty
  • issue where curriculum coverage would sometimes show activities that have been deleted
  • issue where the names of reports linked to ARCP outcome forms was not displaying correctly
  • issue where the names of reports in the 'recently viewed' panel was not showing
  • issue where the GMC number was not pre-filling automatically on certain forms
  • issue where followup WPBA/review would not correctly link if mandatory fields were not filled in first time
  • fixed followup learning objective option to work correctly

Changed

  • order Learning Objectives in PDP on dashboard by target date
  • do not allow gmc field to be edited once it has been filled in
  • improved mini-pat nomination handling for assessor forms
  • grey out disabled form elements
  • redirect to edit page when creating a WPBA/report
  • improved 'not started' message to explain multiuser forms need to be submitted before sending the request
  • improved user search fuzzy matching
  • add system default tags to 'manage tags'
  • hint on portfolio start date
  • allow PDP item completed date to be specified/edited
  • consistently display leading zeros in date ranges of form
    to

  • only show email autocomplete when a single address is returned
  • show the full ancestry for an activity in the followup chart

Added

  • require confirmation before deleting uploads
  • require confirmation before deleting comments
  • dynamic L1 supervisor report based on framework
  • 'retry' option to nominations that do not send within 5 minutes
  • display number of activities mapped through a PDP item in summary view
  • show the full ancestry of a competency on the coverages popover list
  • allow existing activities to be added as followups
  • allow followups to be removed from their parent
Posted on

NEW! Freephone Support Number

Some people have raised concerns over call charges for the current support number. To address these concerns we have now set up a freephone number 0800 987 1008 that people can use to contact us.

We will continue to operate the existing 0844 number for now, but we plan to retire this eventually. This is likely to coincide with a move to a new support platform "Zendesk".

If you' like to read more about the background to this, and why we have made this change please read on!

Background

When we install purchased the 0844 number we did so on the understanding that it was a “Fixed Rate non geographic number” with a flat rate. This number was charged to at 5ppm with the option for us to choose a surcharge of anything up to 5ppm, which would go to us.

We chose not add anything and stuck with the flat rate of 5ppm. Since 2009 we have never generated any revenue from support calls, and we do not intend to.

At this time it was prohibitively expensive to run a freephone number and this seemed to be one of the cheapest next best options that did not discriminate nationally, or between landline/mobile users. However this changed.

Since OfCom's deregulation of telecoms around 2009, costs have on the whole fallen for many services, but at the same time there has been a great deal of confusion introduced to consumers around call charges.

We took advantage of the savings that could be made using VoIP technology, by migrating the 0844 number to a different service provider. However we did not expect to find that we were no longer able to guarantee a rate to our callers. The cost of the call was now made up of a "service charge" (which we knew to be 2ppm) and an "access charge" by the telco used to make the call. The access charge was entirely at the discretion of the other telco (of which there are now many) and could be anything from 7ppm to 45ppm!

Our call charge then became effectively 2ppm + your service provider fee. Which led, understandably, to concerns about our number. We hope that the introduction of the 0800 freephone number addresses these and demonstrates our commitment to support our end users.

Simon
Portfolio Online

Posted on

Maintenance Release 2.0.3

Fixed

  • issue where updating ARCP's would sometimes not update the index correctly
  • permissions issue preventing ARCP forms being resubmitted
  • draft document can be saved without validating
  • title from 'new evidence' not copying correctly to document title
  • mismatched formatting of dates on career history entries
  • issue where removing a link from a PDP would leave an activity mapping as via PDP instead of converting to Direct
  • improved layout of MSF feedback pdf so that text does not crop mid line
  • rare issue preventing 'save changes' button from displaying on firms
  • issues where some form actions were not displaying on certain forms
  • issue where mapping scope was not set correctly when mapping evidence via a PDP item
  • issues affecting the generation of pdf's for PDP items
  • error when "Clinical Experience" selector contains case log with no start date
  • error preventing guest users from create a new WPBA form
  • issue where form details were not correctly propogating to user's profile
  • issue where only first 10 ARCP reviews displayed when viewing a panel date
  • error when entering a very long synopsis
  • issue where SLE's based on CAP curriculum were not showing ILO(h) options

Changed

  • ARCP index screen uses new search/sort panel
  • form status field to better match status of underlying object
  • create/edit document page to behave like forms page
  • only show frameworks that correspond to the programme's a user has portfolios for
  • improved formatting of supervisor relation screens
  • 'Re-Submit' button for forms that have been previously submitted, and subsequently re-opened for editing
  • show flag on archived portfolios
  • allow MSF feedback to be viewed by users with correct management role
  • available categories for an activity are now based on the portfolio the activity is contained in

Added

  • search ARCP's by trainee name
  • add 'submit' option to the private activity message
  • added controls to work with forms directly to show form page
  • option to print PDP items
  • show mapped evidence on PDP items
  • recaptcha on password reset and registration pages
  • added more options to directly manage coverages on an activity
Posted on

Maintenance Release 2.0.2

Fixed

  • error when some users tried to view career history
  • error when trying to edit a portfolio that did not have a trust specified
  • issue preventing ARCP filters from displaying
  • error when viewing a portfolio where trust has not been specified
  • issue preventing generation of pdf's for some activities
  • removed ability for users to delete comments made by other users
  • issue preventing reviewers from viewing the school section
  • error when displaying outcome forms when panelists have been subsequently deleted
  • issue where invalid document was not displaying
  • issue preventing PDP coverage from showing all activities mapped
  • issue where labels were not displaying correctly for some activities on the coverage pages
  • issue where labels were not displaying correctly for recent activities
  • issue that would cause a recurring error when a management nomination had been deleted
  • error checking permissions for archived portfolio
  • issue preventing Deanery Admins from deleting ARCPs
  • error when trying to edit a drafted MSF self-form
  • issue causing incorrect options to be displayed in the 'level at next rotation' dropdown on ARCP outcome forms
  • issue where a "one of a group of elements must be checked" form validation was not correctly checking values
  • issue where expired nominations could sometimes still display amongst a user's outstanding tasks
  • error when trying to delete some activities
  • intermittent error when viewing dashboard if user has been nominated for a supervisor/management role
  • error when attempting to create a new PDP item/career entry in a new browser tab instead of using the modal dialogue
  • issue affecting the leadership form causing one of the responses not to display correctly when viewing a saved form
  • issue where the 'select level' dropdown would not contain all allowable values
  • error when trying to view ARCP outcome forms using a prior revision of the proforma
  • error when trying to add new reviewers to a school
  • issue causing new trainee registrations to silently fail
  • intermittent error when updating portfolio details
  • issue where the activity date would not correctly reflect the date of assessment for WPBAs/Reviews
  • issue where IE8 would not correctly load the required javascript libraries
  • multiple layout issues in IE8
  • issue which would causes excessive resource usage, leading to degraded site performance
  • error where a WPBA request would sometimes show on a user dashboard before the trainee sent the request
  • issue preventing input of a "reason" when the N13 code was selected for No Outcome on ARCP outcome forms
  • issue that would cause password reset to silently fail if the user record was invalid
  • issue preventing user account merge
  • issue where WPBA status would incorrectly show 'being revised' when a form had not previously been submitted
  • issue where a nomination would sometimes not be considered to have expired
  • issue where "Nomination Rejected" email had an incorrect subject
  • permissions issue when viewing portfolio folders
  • issue that would sometimes prevent submission of MSF self form
  • issue where the coverage page would incorrectly show knowledge/skills/attitudes for some competencies inline
  • permissions issue preventing reviewers from editing ARCP outcome forms that had been created by a different users
  • issue where 'select specialty' would sometimes not show all available specialties
  • permissions issue preventing some users editing ARCP outcome forms that had been re-opened
  • issue where the selected level for a career entry would sometimes not display when viewing the form
  • permissions error when managing school reviewers
  • error when a user did not specify all the required fields when creating an assessment
  • issue where removing an ARCP would not remove the associated outcome form
  • issue preventing printing of ARCP outcome forms
  • issue where creating an activity with no title would automatically select a 'Case Log' proforma
  • formatting & typos in some ARCP status messages
  • issue where 'grade at next rotation' would not be highlighted if it was left blank when ARCP outcome form was submitted
  • issue where submitting a WPBA would sometimes create an activity when it should not and vice-versa
  • issue preventing automated 'outcome 6' emails being sent to the college
  • discrepancies in GA & Old Age curricula preventing a competency from being mapped/unmapped

Changed

  • re-enabled PDP coverage page
  • do not allow users to edit portfolio type to be changed once it is set
  • do not allow users to delete a portfolio
  • removed spurious fields from 'edit profile' screen
  • temporarily disable SSO functions until college membership database is upgraded
  • disabled responsive layout in IE8
  • redirect back to PDP after editing
  • improved formatting on PDP page
  • make 'case log' label on WPBA's into a dynamic link that shows the case log in a modal window
  • consider future dated PDP items as current? when mapping activities
  • include the activity 'type' as part of scope when searching activities
  • improved formatting/layout and content of the headers on forms, activities, WPBA's etc
  • improvements to pdf generation for submitted forms
  • various additions to searching and filtering of assessments, activities, reviews etc
  • layout improvements to profile page
  • better handling of errors when uploading profile picture
  • order portfolios on profile page by start date
  • better handling of errors when creating a new review
  • automatically default the proforma for PDP items/career entry
  • clinical experience dropdown changed to select box to allow all case logs to be displayed
  • only show 'current' schools in menu
  • relabel 'submit' as 're-submit' when resubmitting a form
  • make the 'No Clinical Experience' label link directly to 'Edit WPBA'
  • only show first item in PO Feed on homepage
  • allow numbers on ratings tables as a configurable option per proforma
  • support links in help menu now direct to portfolioonline.zendesk.com

Added

  • allow printing of reviews from the portfolio -> reviews page
  • allow trainees to view archived portfolios from profile page
  • multiple I18n internationalisation translations added
  • portfolio management tools added for administrative users
  • support for multi-user forms
  • form element to allow selection of specific framework competencies that automatically generate coverage when form submitted
  • SLE pilot form
  • college announcements area to homepage
  • specify portfolio type when registering for a Psychiatry portfolio