Interacting with your items
- Clarity Oz Administrator
- Clarity Administrator
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 (if you are in your Portfolio or in your 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:
- Click the item type in your left navigation bar
- Click
at the top of the table (in Quality Improvement, click 
then select type from the drop down list) - Complete the Details tab
- Upload Click any supporting documents into the Documents tab and click
Your Organisation may have enabled the GMP tab. This allows you to map your item against aspects of GMP. Simply tick the boxes next to the aspect of GMP you wish to link this item to and click
If you are adding the item to your appraisal you can also:
- "Claim Impact” in the Details tab if the activity has impacted your practice as a clinician. This doubles the CPD credit score for the item. If you claim impact you must explain why in the “Description” text box. (secondary care organisations with the appropriate settings)
- Mark your CPD points as internal or external (secondary care organisations with the appropriate settings only)
- Complete the Reflection tab
Uploading documents
Documents can be uploaded and attached to your evidence items. There is a file size limit of 10mb, but you can upload as many documents as you want.
To upload a document:
Add a new item and complete the details tab (remember to click
)
- Click
in the Documents tab - Enter a description and select your document type
- Click
- Select the file from your computer and double click it to upload.
- Click
Importing items into your appraisal
f you have added items to your Portfolio and want to include them in your appraisal you can import them so you don’t have to enter all of the information again.
To import items from different sections in bulk:
- Go to your Appraisal Dashboard and click
at the bottom of the page or “Import From Portfolio” in the tools section of your left navigation bar. - Filter the list by clicking “all Items” or “Within Appraisal Year”
- Tick the boxes to the right of any items you want to add to this appraisal (
) - Click
To import items according to evidence type:
- Click on the evidence type in your left navigation bar
- If you have items in your Portfolio that fall within this appraisal period and can be imported, you will see a blue “Import” button. The number shown in brackets is the number of items you can import.
- Tick the boxes to the right of any items you want to import then click
- The item(s) will appear in your appraisal instantly so you can view/edit the items and complete your reflections.
The import button will not appear if there is no available evidence to import.
Viewing your items
To view an item:
Click
in the drop down menu in the Actions column- Click
to return to the overview page
Editing your items
To edit an item:
Click
in the drop down menu in the Actions column- Click when you have made your changes.
- Click to return to the overview page
Deleting and removing items
- Click
in the drop down menu to the right of the item - Click at the top of the page to return to the overview page.
If you are viewing the item in your appraisal the option will be to Remove the item. Clicking this will remove the item from your appraisal but it will still be available in your Portfolio to import at a later date.