This page details all of the different actions you can take with your items. Click the links below to see information about:
Adding Items
The following process shows how to add items to your Portfolio or Appraisal.
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Please note: if you add an item to your Portfolio you must import it into your appraisal if you want your Appraiser to see it |
To add an item:
- Select the evidence type from the left navigation menu in Portfolio or Appraisal
- Click the
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Image Added button at the top left of the table (in Quality Improvement, click 
Image Removed then select the type from the drop down list) - Complete the relevant sections.
- Click the
button in the top right corner
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You can can add any comments/reflection or upload a document Image Added Click 'Show Optional sections' to add more details such as comments/ reflections.
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If you are adding the item to your appraisal and you are secondary care you can also:
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Mark your CPD points as internal or external (secondary care organisations with the appropriate settings only) |
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Uploading Documents
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- Open the item you wish to add the Document to by clicking the
 link in the far right column of the table - Scroll down to the Attachments sections (as shown below)
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- Click the
 button to the right of the Attachments section - Enter a file description
- Click the
 button - Select the file from your computer and double click it to attach
- Click the
 button to add the document.
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Importing items from portfolio into appraisal
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- Click on 'Home' from the top blue menu
- Click on the blue 'Go to your Appraisal' button on the Home page (below your appraisal evidence to/from dates and timeline) to access your Appraisal Dashboard
- Click on the evidence type from the left navigation menu (i.e. CPD Events)
- If you have this evidence type items in your Portfolio that fall within this appraisal period and can be imported, you will see a blue
above the table of contents. The number shown in brackets is the number of items available to import. - Click the tick boxes to the right of any items you want to include in this appraisal
- Click on the green
button below the list of items - The item(s) will appear in your appraisal instantly
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Please note: The import button will not appear if there is no available evidence to import. |
To import individual items from Portfolio:
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Click in the far right column of the table
- Click
to return to the overview page
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Editing your items
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Deleting and removing items
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- Click in the far right column of the table
- Click the
button in the top right corner to delete the item from the Portfolio or click the 
button in the top right corner to remove the item from the Appraisal - Click at the top of the page to return to the overview page.
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button in the top right corner