There may be times in when you wish to link one activity, assessment or review to another or a reflection to an assessment or vice-versa in your portfolio. You can do this using the 'follow-up' feature.
- In your portfolio on Portfolio Online, choose an activity.
- activities can be found in the activities, assessments or reviews sections.
- Click on New Followup, then select a proforma for the followup activity.
- Enter the details of the followup then click on Create New Activity.
- 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.
Once a follow up has been completed and submitted, you will be able to see a breadcrumb trail of linked documents at the top of your form.
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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