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

Maintenance Release 2.0.1

Fixed

  • issue preventing the reviews index page from displaying correctly
  • issue preventing some unregistered users completing a mini-pat form
  • issue causing submitted reports to appear as in progress
  • issue causing check box field submissions to be unrecognised
  • issue preventing some evidence fields from being edited
  • issue preventing supervisor report requests from sending immediately
  • issue preventing some PDP items from appearing on trainee dashboard
  • issue preventing trainee portfolios from displaying in programme management view
  • issue preventing assessment date from being edited
  • issue preventing unregistered users from submitting a WPBA form without first having to save
  • error when viewing ARCP where the trainee has not set a portfolio type
  • error when viewing specialty training post form
  • error when trying to edit an msf self form
  • error when viewing a report form
  • error when viewing an arcp outcome form
  • error when trying to archive a PDP item
  • error when trying to edit an MSF activity

Added

  • evidence edit button on index page
  • evidence delete button on index page
  • display supervisor name on completed report forms
  • delete review option

Changed

  • career history updated to use new card format

Release 2.0.0

Major Enhancements

  • Filtering, searching and sorting portfolio contents
  • Dynamic filters can now be used on the new curriculum coverage view
  • Introduced school/programme management sections for future reporting needs
  • Improved support for multiple portfolio types Specialty Training, CESR, Liason Credentialing etc
  • Redesigned navigation to provide consistency when viewing other people's portfolios
  • New 'assessment engine' provides advanced features for completing forms by multiple people and generation of dynamic form fields
  • New visualisation showing competency coverage for activity folders
  • Trainee screens use visualisation to show coverage for current and past folders.
  • Supervisor dashboard uses new visualisation to show coverage for their trainees current folders.

Added

  • allow containing folder(s) to be specified when creating evidence
  • allow attachment to be specified when creating evidence
  • allow multiple attachments to be uploaded at the same time
  • provide a synopsis on WPBA's to give assessor context
  • all activities can be given custom titles

2016 Curricula now available

The latest version of the Curricula (August 2016) is available on RCPsych and GMC websites and is live on Portfolio Online.

This update comprises of moderate changes, specifically related to the numbering of ILO’s, and is not an extensive or deliberate content re-write. As such it impacts immediately, new and current trainees alike. Going forward the online supervisor forms will soon be dynamically generated, based on the curriculum, and will be rolled-out as part of the next update.

For further information, feel free to contact Dee Noonan

dee.noonan@rcpsych.ac.uk

Revalidation Officer Access

We recently made an update to the system that adds support for "Revalidation Officer" access. This is a school based role, that lets a person view all of the ARCP documents for trainees in the specified school.

If there is someone in your school that needs this access then drop us a line at support@portfolioonline.co.uk for more information on how to get this setup.

(NB: Originally we had called these 'Revalidation Managers' but have subsequently updated the name of this role.)

PortfolioOnline v2.0.0-beta

A new release of PortfolioOnline has been in development for some time now. The beta version is available at https://beta.portfolioonline.co.uk so that you can preview the changes.

This version brings improvements to the searching/filtering of your portfolio, as well as improvements to the general navigation that should make it easier to move around your portfolio.

One of the most significant enhancements is being able to filter your curriculum coverage, allowing you to see it by training level and/or ARCP period.

NB: The beta version is connected to your real portfolio, so that you can see exactly how it will look. You can access it using the same login details and any activity on the beta version will be reflected on the current version. At this time we would recommend continuing to use the current version for Mini-PAT, WPBAs and Supervisor Reports.

We are working hard to make this release available as soon as possible. As this is a beta version you may find that some things are not working as expected. Our servers log all activity and collect information about any errors allowing us to track them down and fix them. Using the system and getting 'something went wrong' is of great help and would be very much appreciated.

If you would like to go one step further, then we would also be interested to hear any feedback you might have, in particular if you find that anything is not working correctly, or if there is something that you think is missing. Or even if it's just to let us know that you like it! Please email us at support@portfolioonline.co.uk and mention that you are testing the beta version.

Maintenance Release 1.2.12

Added

  • revise completed ARCP's and retain audit trail
  • warning for trainee on ARCP outcome form activity when revision of form is underway

Changed

  • updated form revisions screen to include data about the revision within the body of the form

Fixed

  • issue that prevented some types of supervision forms from printing
  • issue that caused only first page of multi page forms to print
  • form revision history sometimes showing incorrect date time for updates
  • issue where dynamically updating forms would not reinitialise some parts of the dynamic functionality after initial update
  • issue preventing signing off an ARCP outcome form for a second time that has been revised after signing of previously
  • issue where date not showing on new activities

Maintenance Release 1.2.11

Added

  • warning when selecting no trainees trying to schedule multiple ARCPs
  • add programme management panel to dashboard for programme admins
  • programme switcher
  • exams import
  • candidate numbers import
  • show the name of the person who submitted a form on the pdf version of the form
  • show the date/time of form submisson on the pdf version of a form
  • allow tagging/categorisation of WPBAs
  • provide a means of labelling WPBAs to differentiate them

Fixed

  • issue where attempting to edit competnecy mappings would sometimes cause an error
  • a rare issue with redirects on multi page form
  • a rare issue where creating an assessment might generate an error if a previous attempt had been invalid
  • issue where releasing feedback would sometimes not remove the outstanding task from a supervisor's dashboard
  • issue which was causing the ARCP outcome 6 motification to fail to send
  • issue where attempting to edit competnecy mappings would sometimes cause an error
  • fix a rare issue with redirects on multi page form
  • fix a rare issue where creating an assessment might generate an error if a previous attempt had been invalid
  • issue where importing files would sometimes display the incorrect status
  • issue where trainees wwere not displaying on DA dashboard
  • issue where archived PDPs were not displaying

Changed

  • prevent setup wizard from sometimes being triggered when merging accounts
  • prevent invalidation of password sometimes being triggered when merging accounts
  • scope trainees, ARCP overview pages by programme
  • merge file import moved to dashboard
  • general improvements to import functions
  • in progress mini-pat box on profile now includes 'not released'
  • improvements to user search: partial email matches, more weight to GMC and rcpsych membership number
  • general improvements to the layout of the assessments/activities tables

Maintenance Release 1.2.10

Added

  • automatically email college when outcome 6 is awarded
  • additional form validation logic for multiple field checkboxes and field comparison
  • generate cohort means for mini-pat scoped by school and level, and allow selection of cohort when viewing feedback

Fixed

  • filter programme specific attributes from portfolio edit screen (GMC TPAN,NTN/DRN and CCT_DATE)
  • issue causing an error during the account setup procedure
  • error when viewing individual trust details
  • issue where a DA could not create an outcome form if they were also registered as an ARCP reviewer
  • issue where an activity that had its related object deleted would cause the activities index to raise an error
  • error when viewing a trainee relationship record
  • issue where using back/forward or opening multiple windows could interreupt creation of new form and cause it to fail
  • error when trying to view dashboard with a scheduled ARCP after portfolio has been archived
  • issue where excessive tagging could lead to innacurate counts being displayed
  • dispaly issue where arcp outcome was showing as a code instead of human readable text on reviewer dashboard
  • issue where a new specialty trainign form could not be created
  • issue preventing some specialty training forms from displaying due to a change in data format
  • error when viewing certain folder contents
  • issue where ARCP's completed using an older outcome form proforma were incorrectly reporting their status as scheduled
  • fixed a typo on the ARCP scheduled message
  • issue where supervisors name would sometimes show instead of trainees name on L2 report
  • issue where generating collated feedback would adversely affect database performance
  • issue where a supervisor could not register a new account using a supervisor nomination link
  • issue causing expired mini-pat requests to appear as an outstandng task on the dashboard

Changed

  • allow assessment tools to be deprecated
  • allow scheduling of revisions to proforma templates
  • make 'New Followup' dropdowns consistent
  • updated ARCP outcome form to latest revision