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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

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 the  link 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 

The Six Cs tab allows you to map your item against the Six Cs. Simply tick the boxes next to the competencies you wish to link this item to and click 

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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 )



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