In Portfolio Online, the term ‘portfolio’ refers to everything recorded past and present. Folders represent a discrete collection of events that typically relate to a given time period such as a training level or appraisal year.
When a registering for a portfolio on Portfolio Online, you will be asked to specify what type of portfolio you are creating. This is so that the correct type of folder is created.
Once the portfolio type has been specified (this can be changed at a later date if need be), you should make sure you have a ‘current’ folder. One may already be setup. if not the you can add a new one from the portfolio card on your dashboard.
Specialty Training portfolios will typically have one folder per training level which would usually correspond to an ARCP period. When a trainee moves to the next level of training, new folder should be started at the new level.
Non-training portfolios typically have one folder per appraisal year, which may be aligned with the August to August training year or with the appraisal period.
If the portfolio is being used for a CESR application, there would typically be just one folder which contains the material to support the CESR application.
The current folder is where all a activities and assessments will be stored by default. It’s also the default filter when viewing activities. By using the filters on the activities page, previous folders can be selected as can a view of everything in one list.
Activities can be moved from one folder to another by editing the activity. This goes to a screen where the activity can be moved. It is also possible to assign activities to multiple folders if necessary, but this would not be recommended as best practice.