System Updates 7-13-23
Your Portfolio Updates [7/13/2023]
We are excited to announce the latest round of enhancements and fixes released today through working with our users and stakeholders. We want to thank you all for the feedback, questions and continued support you’ve provided to us over the past few months on the Portfolio system.
Enhancements
- Lecture lengths now accepts decimal hours: When adding the Length of Lecture in teaching activities, the system now accepts decimal hours for improved accuracy.
- Student: MD/PhD participant option: This option is now added in the participant type dropdown for all activities that can have participants added, such as publications, presentations and mentoring.
- Attach an activity report to your evaluation from the profile page: To make the integration between generating the activity report on the profile page and attaching the activity report in the performance evaluation module easier, we have added an Attach to your evaluation? checkbox on the profile page. As you follow the steps to generate an activity report, check this checkbox before clicking Save to Documents, and your generated activity report will automatically be attached to your Self-Evaluation. Additionally we are currently working on further improvements in this area to make the process of generating documents from the profile page more intuitive.
- Bulk finalize button from Bibtex: Similar to the finalize button we added recently to the bulk import tool from PubMed, we’ve added a Finalize selected button when importing publications from a Bibtex file, which will bring all selected publications in, already saved, bypassing the further manual steps of opening, reviewing and saving each activity. Do ensure that you still do review appropriately to make sure your data is correct.
- Display end date in activities table: End date is now added as a column in all the tables that list your activities in the Activities Module.
- Highlight supervisor-approved column in Work Distribution table The supervisor-approved column is now highlighted in light gray. This reflects your approved Work Distribution for the upcoming year.
Bugs
As usual we have fixed several issues reported from faculty or found during internal testing. These include:
- In rare cases some users could not add or view their Expectations, this is now fixed.
- On the Profile Page when adding an activity to a document such as your Activity Report, the screen would sometimes not show that the association was added. This has been fixed.
- When adding expectations, the Standardized Expectations should no longer clear out (and require selecting a role to reappear) when selecting 2024 from the dropdown, and instead stay present as they are for 2023.
- In some cases when entering the profile screen to create an activity report from the link in the instructions of the Attach Activity Report dialog, the refresh button on the Profile screen wouldn’t work. This has been fixed.
- Access for Area Evaluators to complete their Area Evaluations was temporarily broken, but now fixed.
- The Home Org displayed in the User Management module for Administrators has been updated to be more accurate.
Your Portfolio Update [7/5/2023]
We’ve made a few adjustments to how information is conveyed to you in Portfolio. We hope that this will alleviate confusion as you continue to explore the system.
Enhancements
- Error Screens: There are several places within Portfolio where certain actions are not permitted, and the system would previously show an error screen if that action was attempted. We are now updating those error screens to more informative alerts.
- Sweet Alerts: We added a few additional alerts throughout the system to provide better feedback.
Bugs
- Pagination for goals: If you are completing your self-evaluation, and added a lot of goals, you would see them separated by pages on your Evaluation and Goals page, similar to how you might see your activities paged on your Profile page. We removed this pagination for Goals. We expect this to resolve the issue some users reported of inconsistent editing permissions on different pages of goals.
- User Management: We removed the ability for a Portfolio user to be assigned as their own supervisor.