There may be times in training when trainees may wish to link one activity, assessment or review to another or a reflection to an assessment or vice-versa. Trainees can do this using the 'follow-up' feature.
Step 1: Open up an existing activity, assessment or review or create a new activity.
Step 2: Click on 'New Followup'
Once an activity, assessment, review etc. has been opened, the trainee can add a follow-up to it.
Step 2: Select the type of follow-up from the drop-down box.
A follow-up can be anything including one of the proformas.
Step 3: Follow any on-screen prompts.
Step 4: Complete the form.
The sections of the form that need completing will vary depending on the type of follow-up selected. Some forms are multi-user forms and as such, require a trainee to complete certain sections of the form and nominate an assessor to complete other sections.
The process for completing activities, assessments and reviews does not change for them being follow-ups.
Step 5: Click on 'Submit' or 'Save for Later'.
Once submitted, the trainee will be able to see a breadcrumb trail of linked documents at the top of the form.
The trainee can click on the links in the breadcrumb trail to view each document.
Each document with a follow-up will have a follow-up chart to help visualise related documents.
Users with relevant permissions such as educational or clinical supervisors, nominated assessors etc. will be also able to see linked documents.
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