Software Release Notes

Release Notes for recently issued versions of the Connected Toolkit software (previously Formulate Portal / CareCalc) can be found below.

Connected Toolkit Version 2025.5 (Latest)

• Platform, branding and user experience:

  • The ‘Formulate Portal’ software has been rebranded to ‘Connected Toolkit’, including a redesigned login screen.

  Please note: The URL to visit the application has also been updated. Please contact your Imosphere representative for further details.

• Analytics:

  • We’ve added behind-the-scenes application analytics to help us understand which features are most helpful, how the software performs, and where any issues occur.
  • This insight lets us prioritise improvements, fix problems faster, and deliver a more reliable experience.
  • The data collected is limited to usage patterns and performance metrics. No advertising, profiling, or third-party tracking cookies are used.

• Security:

  • We’ve updated several npm dependencies to address high severity security advisories. These patches remediate known vulnerabilities in direct and transitive packages and strengthen our defence-in-depth, without changing product features or public APIs.

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Connected Toolkit Version 2025.4

• Performance enhancements:

  • Some behind-the-scenes updates have been made to improve system reliability and performance.

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Connected Toolkit Version 2025.3

• Improved ‘Invite Users’ Process:

  • We’ve created a streamlined ‘invite users’ feature to make setting up many of new users quick and easy, turning a task that once took hours into one that now takes minutes.
  • By simplifying user onboarding, this update reduces implementation overhead and saves valuable time for our customers. The improved process also enhances the overall user experience, helping you get your teams up and running faster.

• Re-design of the ‘Budget Calculation’ screen:

  • Action buttons are now positioned to the right of each case with a convenient hover menu, making it faster and easier to access additional options.
  • Historical forms have been relocated to a new Service User Overview screen - allowing you to quickly view all prior forms associated with a service user in one place.

• Re-design of the login screen and Broadcast Message:

  • We’ve refreshed the login screen with a cleaner, more modern design to improve ease of access and user experience from the very first step.
  • The broadcast message feature has also been enhanced to allow clearer, more prominent communication so important updates reach users quickly and effectively. Messages will now display after the user has logged in.

• Resolved issues:

  • Admin screens: Fixed an issue in the ‘Users’ screen where sorting using either ‘staff name’ or ‘role assigned’ didn’t sort effectively.
  • Admin screens: The button to clone an existing user has been removed as this function is not relevant and was not implemented.
  • Admin screens: Fixed an issue in the ‘Users’ screen where the  Max seats (maximum number of users allowed for an organisation) could be exceed by adding a new user through Admin.
  • Security: Fixed an issue where a brand new user had to enter their login details twice to access the system for the first time (due to their browser cache being empty).

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Connected Toolkit Version 2025.2

• Better collaboration across Service Areas:

  • We have updated the system validation for form completion in organisations with multiple service areas. Previously, if a service user had a form completed under one Service Area, only Elevated or Admin users could start a new form for that same service user under a different Service Area. Now, any user with access to the relevant Service Area can initiate a new form for the service user.

• Stability enhancements:

  • We have made substantial improvements to the software’s stability. You can expect a smoother experience with fewer crashes and interruptions.

• Resolved issues:

  • Data Explorer (Insights): Resolved an issue with the Variance Reasons insight.
  • Data Explorer (Insights): Added a label in the Accuracy Tab to indicate the panels for ‘residents without a real budget submission’ and ‘residents whose actual budget is acceptable.’
  • Data Explorer (Insights): Updated the guidance on the ‘Forms per user’ insight to state “Total number of forms calculated by each user in your organisation”
  • Data Explorer (Extract): Fixed an issue in the data extract where forms automatically closed during the nightly run were filled with null and are now correctly being filled with ‘Not recorded’.
  • Data Explorer (Extract): Enhanced the data extract to include all historical answers for previous calculations when a form has multiple calculations and this option is selected.
  • Data Explorer (Extract): Added additional validation for the date filter on the data extract screen.
  • Budget Calculations: Implemented validation on the “Finalise now” button in the Form Status model; It is now disabled if there are overdue forms with unanswered questions.
  • Budget Calculations: Added an overdue forms label to the Worklist screen.
  • Budget Calculations: Addressed the problem of forms with unanswered mandatory questions automatically closing during the “Auto-close” nightly run.
  • Budget Calculations: Fixed a problem in the guidance notes where a table was showing a series of single quotes above it.

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Connected Toolkit Version 2025.1

• Updates to Needs Profile completion:

  • We’ve made form completion smoother and more intuitive than ever. Here’s what’s new:

    • The navigation pane has moved to the top, keeping everything within easy reach. Jump between sections effortlessly with a click or use your arrow keys for seamless navigation.
    • No more losing your place - the top navigation bar stays in view as you scroll, and your current section is boldly highlighted, so you always know where you are.
    • We’ve introduced a new “Calculate” button available whilst filling-in the ‘Form’ - which takes you straight to the Calculation section and runs the calculation automatically. This is quicker - and makes it clearer that you can calculate results without finalising the form first.

• Simplified 2FA Login with “Remember Me”:

  • Logging in with two-factor authentication just got easier with our new “Remember Me” feature - which lets you skip the extra step of entering your 2FA code for 30 days on trusted devices.
  • Secure & Convenient – You’ll still need to enter your credentials, but no more 2FA every time you log in!
  • Save Time – Focus on what matters without repeated authentication slowing you down.

• Auto-Close Feature for Better Data Accuracy:

  • Forms left open indefinitely were impacting data consistency in the Data Explorer tab and increasing unnecessary reassessments within the system. To solve this, we’re introducing the Auto-Close feature.
  • If configured to do so, Forms will now Auto-Close after a set period (configured in your organisation’s Management settings). Forms will automatically calculate and close, ensuring your data stays accurate and up to date.
  • If a form is auto-closed, you’ll see a banner within the calculations toggle of the form.
  • Full Audit Trail – Every auto-close action is logged in the Audit logs, accessible to elevated users for complete transparency.
  • This update helps keep your reports clean, consistent, and reliable—all without extra effort.

• Resolved issues:

  • Needs Profile completion: Formatting issues within guidance notes were causing Markdown syntax to display incorrectly. This has now been resolved, ensuring a seamless experience for users.
  • Needs Profile completion: Fixed an issue where the inclusion of external site links in question guidance text would disrupt form rendering.
  • Needs Profile completion: ‘Trigger’ questions at the start of autofillable section will no longer show guidance by default - instead, the book icon can be used to collapse/expanded as expected.