Complete an assessment on a trainee

Trainees can now send out assessment requests from their Portfolio Online accounts.

If a trainee has sent an assessment request to an assessor who has a Portfolio Online account, the request will be on the dashboard of the assessor's account ready for the assessor to complete.

It is not always necessary for a trainee to send an assessment request for an assessor to do an assessment on a trainee. Assessors can search for a trainee from the Portfolio Online homepage and complete an assessment even if they do not have an account.

Step 1: Type the name or GMC number of the person you wish to assess in the search box.

Step 2: Click on search.

Step 3: Select the name of the person you wish to assess from the list.

Step 4: Click on +New Assessment

Step 5: Select the standard you wish to assess the trainee against and the assessment type.

Step 6: Click on Create Assessment

Step 7: Select from 'I am a new user', or 'I already have an account'

Step 8: Follow the on-screen prompts.

Please note that Mini-PAT assessments cannot be completed in this way. Mini-PATs must be initiated by a trainee. For more information on the mini-PAT, see out article: Undertaking a mini-PAT.