1. Trainee ePortfolio Revision 2013

2. Headline Changes Updated look and feel New functionality
Educational Supervisors Review (ESR)
Revalidation

3. New Look – Supervisor role

4. New look - Trainee

5. New functionality
Trainees will now be able to requests to have evidence forms completed
Recipients will be able to use links in the to more easily navigate to the relevant input portal

6. ESR New Look Learning Log
Trainees and Supervisors will be able to link evidence for the ESR as reference to progression

9. ESR - Trainee Self-Rating
Trainee is able to access a summary table of all evidence during that review period which relates to each competence.
The trainee can view each piece of evidence and select a maximum of 3 entries per competence heading.  
These can be learning logs, CbDs, COTs, etc – each will be labelled by date, subject title, etc for easy identification.
Chosen evidence will then appear as linked items within the self-rating.
The trainee will still be required to write a summary in the evidence box explaining their reasoning.
Trainee writes suggested action plans for next 6 months.

10. ESR - ES Competence Rating
Trainee’s self-rating page and the ES competency rating page are essentially merged
When the ES is doing the competency rating they can see the trainee’s self-rating under each competence heading, with the evidence they have selected to support their self-assessment available as a link which the ES can click to view.

12. ESR
ES is asked, “Do you agree that the evidence the trainee has provided demonstrates sufficient progression in the current review period?” (a yes/no question).
If ES does not agree, the ES is given the option to link a further 3 pieces of evidence to support their own assessment from a summary table of all evidence during that review period which relates to that specific competence.  
Narrative text to support their judgements will still need to be entered in the evidence and actions boxes.

13. Curriculum Linkage
The maximum number of linkages that can be applied to the ePortfolio – 3 per log entry.
‘Hover over’ info boxes reinforce the guidance on linkage for the trainee.
This should reduce the need for ES’s to ‘police’ this area.

14. Validating Log Entries
Guidance to ESs will be reissued to remind them of the purpose of validation.
A ‘hover over’ info box within the TeP to reinforce this message.

15. Cumulative Tables Evidence in the cumulative tables for
Curriculum coverage and the Competence
Areas are split into 3 columns:
Evidence during current review period
Evidence during current ST year
Cumulative evidence over entire period of training to date

18. Review of PDP (1)
“Agreed Actions Before Next Review” in the ESR can be auto-populated into the PDP, via a tick-box for each competence area
Trainees will still be able to add other entries to the PDP
In Trainee Self-rating section, the actions box to say “Suggested Actions before next Review”

19. Review of PDP (2)
In the ES Competence Rating, the actions box to say “Agreed Actions before next Review” –these auto-populate into PDP/Agreed Learning Plan box (ES to select - max 5)
On the final page of the ESR there will be 5 standard text boxes, labelled '1., 2., 3, etc.’ for Agreed Learning Plans
ES will be able to record up to 5 separate learning plans. These could be:
those that have been tagged in the Competence Areas
separate entries
mixture of both
They should be editable and the ES should be able to 'un-tick' those in the competence areas at any stage before submission.

20. Review of PDP (3)
Entries made in ESR will insert into the Trainee's PDP (as separate entries) once the ESR is signed.
PDP entries generated from an ESR will be tagged with a text indicator (Action Plan from ESR ST1-2) where the review label reflects the source ESR
The PDP entries from the ESR can be manipulated by the Trainee like any other PDP entry (edited etc.) but they will not be able to edit the text inserted by the ES nor will they be able to delete it.