There are times when a trainee may already have a document stored electronically that they would like to include in their portfolio.
To do this, trainees must first create an activity. Once this new evidence has been created, trainees can then attach one or more electronic documents to the form. We recommend using generic file types such as PDF documents.
Step 1: Click on '+New Activity' in the portfolio card on the dashboard of the trainee account.
Trainees can use a blank activity form or can select from a number of predefined proformas such as the reflection form.
Step 2: Enter a name for the activity or select from one of the proformas.
If activities are not given a title, it will difficult to find the activity later.
Step: 3: Complete the form.
Step 4: Click on '+New Attachment'.
Step 5: Click on 'Choose file'.
Selecting Choose File will open up a file window for you to browse your electronic documents. Select the document you wish to attach to the activity.
Step 6: Click on 'Submit' or 'Save Draft'.