Over the coming months, you may notice that some of the forms you access look different. We are upgrading the portal forms and as we do so, we are adding new features to enhance the 'user experience' and in some instances we are also making changes to the form content.
The changes will make the forms more intuitive and should guide the user through the process of completing the form with, for example, the field and tab 'traffic light' progress indicators and better placed information and tooltips.
You will no longer be able to preview the tabs in a form until it is 'created'. The PQ form will still need to be in 'edit mode' in order to update it.
Some minor changes to the form content i.e. new questions or sections, may not be obvious until you start completing the form, this is because they may be conditional on the response in a previous question.
Where major changes have happened to a form, or where we are introducing a new return to an industry sector, these will have gone through an industry consultation first and your firm should be aware of the changes being made.
For further information about the new features being added to the forms, please see OS Portal New Features here.
It should be noted that to optimise your experience, the portals will perform better when you use either Edge or Chrome (as opposed to Internet Explorer (IE)) or other browsers with an operating system that is fully supported and regularly patched with security updates. For further information about software requirements, please refer to the OS Portal FAQs and/or PQ Portal FAQs.
Two Factor Authentication ('2FA')
We highly recommend that you use 2FA in order to protect yourself and your firm from unauthorised access on the portals. This can be activated in your profile and you are able to use either email or an authenticator app to issue the confirmation code. For further information about 2FA, please refer to the OS Portal FAQs and/or PQ Portal FAQs.
For users with an OS Portal account and a PQ Portal account, it will soon be possible to activate a 'single sign-on'. More information about this will be provided when the functionality is available.
If you have any questions about the above changes, please contact [email protected].