New Features in 2025.3

We are excited to announce the release of version 2025.3 of Formulate Portal. Here’s what you can expect from this release:

‘Ceased to Maintain’ Feature for SEND Organisations

We’ve introduced the ‘Ceased to Maintain’ feature for SEND service areas to help you better manage case status and data integrity.

\ This feature allows users to mark entire cases or specific parts as no longer maintained, with the ability to specify the exact cessation date. Once a case is ceased, records become read-only to protect data integrity, and any in-progress forms are automatically finalised with budgets calculated as needed. A clear ‘ceased’ tag appears on budget calculation forms for easy identification. Users can easily restart cases by marking them as ‘continued,’ enabling the resumption of activities and the addition of new forms. The terminology “ceased to maintain” is fully configurable via Admin Tools, and all cessation and continuation actions are logged in an audit trail for complete transparency. Additionally, data export options have been enhanced to allow users to include or exclude ceased cases, providing more tailored and flexible reporting.

No additional setup is needed as this feature is available as part of v2025.3 for SEND specific service areas.

Additional Demographic Data Capture for SEND Organisations

We’ve added new demographic data fields directly into the SEND form filling screens, enabling easy and low-friction collection of valuable contextual information.

By capturing this data upfront, we’re laying the groundwork for advanced analysis of Formulate data, helping to unlock future insights and demonstrate clear return on investment (ROI) for our customers.

The seamless data entry within familiar forms requires no extra navigation but can deliver meaningful insights and measurable outcomes.

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

• Improved Actions: 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.
• Service User Overview: Historical forms have been relocated to a new Service User Overview screen, which displays key information like ID, provider, date of birth, initial contact, EHCP start date, latest educational band, and more. You can also 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.