Trainee Guide

Logging in Click this button to be sent to the single sign on page. DO NOT use the local account log in below (boxes in yellow)

Single Sign On If you already have an account on our website your log in will be the same for ePortfolio. If not we are in the process of creating you an account. You will receive an on 20 th Jan 2016 with your log in details. After entering your details and clicking log in you will be automatically re-routed to ePortfolio. If you forget your password you can reset it by clicking here and giving your registered address

View as a trainee Details on your roles, your current supervisor and location are kept here. You can click on my profile to see your profile info and ‘log out’ to log out of the system Trainees can make a quick note here and save to their timeline to be turned into an event later

The Timeline Orange for items in draft/not completed Green for completed items Create WPBA, Dev log, Skills log, PDPs by clicking here:

Filtering the Timeline Filter between any two dates. Filter only a specific type of event or filter a menu item by clicking blueprints. E.g. to see only WPBAs click select under blueprints and then choose menu - assessments Filter at any time by clicking the magnifying glass

Adding an event Click NEW EVENT to create a brand new event. All of the forms from ePortfolio and ASSET can be found in this one place.

Adding a Supervisor Under ‘Event Type’ select ‘Add A Clinical Supervisor’ or ‘Add An Educational Supervisor’ accordingly. Enter the start-end dates and a description of the relevant post. Type the supervisors name into the box below. After typing 3 letters names will appear. Choose the correct supervisor and click on them to add them. If they don’t appear When finished, click PUBLISH in the top right hand corner. From the Timeline click on NEW EVENT

Tagging an Event To tag to the curriculum open up an event and click ‘tag event’. You can then see only the curricula you have access to and tag them to the event by clicking on the blue ‘tick’ box. Go through the levels of the curriculum by clicking on the arrow or search all available curriculum items for a specific search term

Transferring WPBAs completed during downtime The quickest way to upload these is to create a NEW EVENT for the specific WPBA and instead of inviting the assessor click ‘Fill in on same device’. This will allow you to complete the whole document. You will still need to send it on to the assessor for them to sign off the assessment.

Sending an assessment invite From the Timeline click on NEW EVENT Select the required assessment from the ‘Event type’ drop down. Complete the start and end date and a description. Insert a brief clinical summary of the case. Type the name of the person you would like to send the assessment to into this box. If they do not have an ePortfolio account you can invite them via by entering their address into this box.

Documents/Personal Library Documents can be uploaded to the document library or straight into an event.

Documents/Personal Library – Moving files and folders To Move folders: 1. Click on Documents at the top of the screen 2. Click on ‘Bulk Changes’ in the top right of the screen Use the tick box to the left of the files/folders to select those you want to move. Click on MOVE in the top right hand corner. Click on SELECT to the right of the folder you want to move files/folders to and then chose CONFIRM To Delete a folder: Click on Documents at the top of the screen, select MORE next to the folder you wish to delete, select DELETE. Please note only empty folders can be deleted.

Documents/Personal Library – Deleting files Select the folder where the file is located, click MORE and then OPEN Click DELETE next to the file that you wish to delete.

FAQs/Help Click to look at the content of a particular FAQ. If you have any further issues, please Do not contact NHS ePortfolios about any issues with the RCPCH portfolio after 20 th Jan.