Release Notes

A high-level history of major changes to the Signposting Toolkit.

Baseline Platform (as of January 2026)

The following core capabilities are established and available to all surgeries:

  • Signposting Toolkit — Symptom library with 200+ base symptoms, local overrides, and custom symptom creation
  • Appointment Directory — Searchable catalogue of local services and appointment types
  • Clinical Review Workflow — Mandatory draft/approved lifecycle with audit metadata for all symptom changes
  • Multi-surgery Tenancy — Complete data isolation between practices with independent configurations
  • Role-based Access Control — Three-level hierarchy: Superuser / Surgery Admin / Standard user
  • Feature Flags System — Per-surgery and per-user feature enablement
  • Universal Navigation — Shared app shell with slide-out navigation panel across all modules
  • Preferences System — User preferences for card styles, quick-scan mode, header layouts, and high-risk button selection
  • High-risk Flags and Highlighting — Automatic colour-coding for urgent phrases and high-risk symptoms
  • AI Instruction Editor — AI-powered tools to improve instruction clarity (feature-flagged, requires clinical review)
  • AI Suggested Questions — Generates grouped triage-style questions (feature-flagged, requires clinical review)
  • Engagement Tracking — Usage analytics for symptoms and features

v1.3 — Current Release (January 2026)

New

  • Practice Handbook: added Engagement tab showing most viewed items and most active users, filterable by time period (7d / 30d / 90d / all time) — helps admins understand what content is being used.
  • Practice Handbook: added Audit tab showing a chronological feed of recent changes (who changed what, when), filterable by time period and change type — supports governance and troubleshooting.
  • Practice Handbook (formerly Admin Toolkit): operational info panel at the bottom of the staff front page is now collapsible (defaults to collapsed). The panel automatically expands when the on-take GP changes, and remembers your preference.
  • Practice Handbook: added category visibility controls and per-item editing permissions, so you can safely share sensitive guidance with the right people and let standard users edit specific items without access to the admin dashboard.
  • Practice Handbook: PAGE items now support optional Intro text above Role Cards and Additional notes below.
  • Practice Handbook: added LIST items (simple editable tables) for storing structured information.

Updated

  • Navigation: Help & Documentation now opens an in-app Help panel with quick links and simple search, designed for task-focused, in-the-moment support. The full documentation site remains available via a clear external link (opens in a new tab).
  • Practice Handbook: updated Quick Access settings to make it simpler to choose up to 6 buttons for the staff home screen.
  • Practice Handbook: admin page reorganised into Items / Structure & Settings tabs for clarity.
  • Practice Handbook: settings cog moved to page header (consistent with main signposting tool) and opens the shared preferences dialog; blue cards mode now only affects individual item cards, not the surrounding container.
  • Practice Handbook: improved the Items picker with search, type filters, and grouped (collapsible) sections by category.
  • Practice Handbook: the editor now opens ready to create a new item by default (no previous item auto-selected).
  • Practice Handbook: “Structure & Settings” is now laid out as a cleaner settings dashboard with section navigation.
  • Practice Handbook: categories are searchable with clearer hierarchy and controls; pinned panel includes a preview; rota “upcoming weeks” is now collapsible.
  • Practice Handbook: restored sticky categories sidebar and pinned bottom panel on the front page (with natural page scrolling).
  • Practice Handbook: improved Quick access buttons with a scalable searchable picker and optional labels (defaults to the target item title).
  • Practice Handbook: Quick access buttons now auto-save changes to avoid an extra “Save” step.
  • Practice Handbook: Role cards now respect blue-cards mode and the editor auto-expands when populated.
  • Workflow Guidance: workflow diagram viewer restores connector lines, arrowheads, and labels for saved and newly created edges.
  • Workflow Guidance: workflow diagram details panel can be collapsed to give more space for the diagram.
  • Landing page now frames AI as optional tools, adds onboarding and support copy, and links to the FAQs for common governance questions.
  • AI questions panel now titled “Suggested wording for questions to ask” with supporting text to encourage safe, consistent phrasing.
  • Clicking the Signposting Toolkit logo now keeps you within your current surgery, using /s as a safer signed-in entry route.
  • Symptom page links now use the same surgery identifier as the main /s/[id] routes, with older links automatically redirected.
  • Surgery admins can now apply AI wording suggestions within their own surgery (superusers remain supported).
  • Admin forms no longer ask for symptom slugs — slugs are generated automatically, and high-risk buttons now link to symptoms via a searchable list.
  • Symptom search and clinical review counts now refresh immediately after creating, approving, enabling, or deleting symptoms.
  • Highlight rules in the Admin Dashboard can now be edited (instead of delete-and-recreate), with clearer guidance when a phrase already exists.
  • Marketing and app domains separated: www.signpostingtool.co.uk shows the public site while app.signpostingtool.co.uk routes straight into the toolkit entry screen.

Fixed

  • Practice Handbook: fixed Role cards auto-expand when opening via “Edit”, and fixed Quick access button reordering persistence.

Foundation Releases (Historical)

v1.2 — Workflow Guidance Module (January 2026)

  • Workflow Guidance Module — Visual workflow guidance engine with global default workflows, per-surgery customisation, draft/approved governance lifecycle, and feature-flag controlled rollout
  • Added a public FAQs page covering setup, governance, and optional AI tools (linked from the marketing navigation)
  • Redesigned marketing landing page with clearer hero, benefits strip, and 3-step “How it works” section
  • Added trust section highlighting GP-built origins and local clinical control
  • User Guide link restored in marketing site navigation alongside Docs link

v1.1 (December 2025)

  • AI Suggested Questions panel added
  • New symptom detail page layout
  • Appointment Directory promoted to top navigation
  • Preferences system added: Modern vs Classic cards, Quick-scan mode, Header layouts, High-risk button selection
  • Highlight engine improved (orange/red/pink/purple/green)
  • Symptom library list UI: improved table, new badges, cleaner actions
  • Admin dashboard reorganised
  • Improved age filters and high-risk filters
  • Revised user roles display
  • Added clear links from the main app to the documentation site
  • Removed old AI Training Mode / quiz module

v1.0 — Web Release (October–November 2025)

  • First full web version
  • Clinical Review workflow
  • Multi-surgery tenancy
  • Engagement tracking
  • Feature flags
  • AI Instruction Editor
  • Improved admin dashboard
  • User management redesign

Pre-2025 — Beta and Prototypes

PowerApps Version

Internal prototype used at Ide Lane Surgery.

Last updated: February 2026

Developer Guide