Interacting with your items

Owned by Appraisal Toolkit Administrator
Last updated: Aug 01, 2023
5 min read

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This page details all of the different actions you can take with your items. Click the links below to see information about:

Adding items (to your portfolio and/or appraisal)

Uploading documents

Importing items from portfolio to appraisal

Viewing items

Editing items

Deleting / removing items

Adding Items

The following process shows how to add items to your Portfolio or Appraisal.



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  button at the top left of the table
  • Complete the relevant sections.
  • Click the button in the top right corner

Click 'Show Optional sections' to add more details such as comments/ reflections.


If you are adding the item to your appraisal and you are secondary care you can also:



Mark your CPD points as internal or external (secondary care organisations with the appropriate settings only)

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Uploading Documents

Documents can be uploaded and attached to evidence items in your Portfolio and Appraisal. There is a file size limit of 10mb but you can upload as many documents as you want. 

To upload a document to an item within your Portfolio or Appraisal:

  • 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)

    • 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

If you have added items to your Portfolio (your personal storage area) and are ready to include them in your Appraisal, you can import the items so you don’t have to enter all of the information again.

There are three ways to Import items from your Portfolio into your Appraisal; import the items per evidence type, import the items in bulk from all evidence types or import individually.

To import items in bulk from all Portfolio evidence types:

  1. Click on 'Home' from the top blue menu 
  2. 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
  3. Click 'Import from Portfolio' under Tools on the left navigation menu
  4. Filter the list by clicking “All Items” or “Within Appraisal Year”
  6. Click the tick boxes to the right of any items you want to include in this appraisal  
  7. Click on the blue   button below the table of contents


To import items according to evidence type:

  1. Click on 'Home' from the top blue menu 
  2. 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
  3. Click on the evidence type from the left navigation menu (i.e. CPD Events)
  4. 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.
  5. Click the tick boxes to the right of any items you want to include in this appraisal 
  6. Click on the greenbutton below the list of items
  7. The item(s) will appear in your appraisal instantly

Please note: The import button will not appear if there is no available evidence to import.

To import individual items from Portfolio:

  1. Click 'Portfolio/AMP' from the top blue menu
  2. Open the item you wish to import by clickingto the right of the item
  3. Click the  button in the top right corner of the item
  4. Click the  button
  5. The item will appear in your appraisal instantly

Viewing your items

 To view the details of an item you have previously saved in your Portfolio or Appraisal:

  • Click  in the far right column of the table

  • Click  to return to the overview page

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Editing your items

To edit an item in your Portfolio or Appraisal:

  • Click  in the far right column of the table

  • Make your changes
  • Click the  button in the top right corner
  • Click  to return to the overview page

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Deleting and removing items

To delete/remove an item from your Portfolio or Appraisal:

  • 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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