This is a step-by-step guide to show supervisors how to navigate a trainee's whole portfolio.
Step 1: Log in to you supervisor account on FOM PortfolioBuilder.
A list of trainees whose accounts are available for you to view will be found on your supervisor dashboard when you log in to your supervisor account.
Each trainee will have their own portfolio card. This portfolio card gives an overview of a trainee's progress.
In the example above, the portfolio card shows that in the ST5 folder, the trainee has 12 activities. 10 out of the 21 competencies have activities mapped to them. The progress bar shows that almost half the competencies in the curriculum, Occupational Medicine 2016, have one activity mapped to them, and some have two.
The supervisor can find out more information about the trainee's portfolio by clicking on any of the links on the card. The following steps show a supervisor how to view a trainee's portfolio in it's entirety.
Step 2: Click on the trainee's name on the portfolio card.
By clicking on the trainee's name, the supervisor can see the trainee's whole portfolio.
The functions for the supervisor account can still be seen across the top.
The functions for the trainee account can be seen within the trainee's section of the page.
By navigating through the functions in the trainee account, the supervisor can see any content the trainee has not marked as private.
Step 3: Click on Personal Development Plan
The personal development plan shows any current PDP Items the trainee is currently working on in a list with a brief summary of each one.
Supervisors can use the filters, tags, or search features to find a particular PDP item and can open up the PDP Item to see further details or make comments.
Step 4: Click on Activities
The default view on this page is of all activities in a list including assessments. If a supervisor is looking for a particular activity or group of activities, the supervisor can use the search or filter functions. The supervisor might want to search for an activity with a particular title, category or tag for example.
Each activity card shows a brief description of the activity along with any tags and attachments.
Supervisors can click on the activity to view further details including any mapped competencies, any followups or to post a comment.
Step 5: Click on View as Curriculum Coverage
This view of activities shows the trainee's activities against the competencies in a curriculum. This is one of the most useful views for a supervisor as it gives a visualisation of how much of the curriculum the trainee has covered.
The links to individual activities on the right of of the competencies allow the supervisor to open an activity and view it's content. The bars show how many other competencies an activity has been mapped to. Activities can also be viewed as PDP coverage.
Supervisors can quickly navigate to this page by clicking on the link on the trainee's portfolio card on the trainee's dashboard.
Step 6: Click on Reviews
Supervisors can see all reviews here including those from previous placements. A review might be a Supervision Meeting or an Educational Supervisor's Report for example.
Step 7: Click on Career History
This sections shows the trainee's posts including dates and training levels, locations etc. It is the trainee's responsibility to keep this section up to date.
Step 8: Click on Supervisors
This section shows a list of supervisors a trainee has nominated for supervision including Educational/Clinical Supervisors and TPDs. It is the trainee's responsibility to keep this section up to date, however supervisors can end a supervisor relationship.
Now that you know how to view a trainee's whole portfolio, you can dip in to the parts which you need at any point. If you cannot see a trainee's portfolio card that you supervise, it may be that they have not added you as their supervisor, or have added you with the wrong email address.
If you have any queries, or require any help, please contact the FOM PortfolioBuilder support team on tel: 0800 987 1004 or mail: firstname.lastname@example.org.