Request a Review

Trainees can make requests for reviews from their own accounts on FOM PortfolioBuilder.

Step 1: Click on the '+ New Review' button on your portfolio card in FOM PortfolioBuilder.

Step 2: Select the type of review from the drop-down box.

Step 3: Select the date/s of the review.

Step 4: Click on 'Start Review'.

Step 5: Complete any available sections on the form.

Any greyed out sections on the form should be completed by someone else. 

Step 6: Click on 'Submit' or 'Save Draft'.

By clicking 'Save Draft' the form will remain in your account as a draft and will not be visible to others.

By clicking on 'Submit' the form will be available to those with the right permissions to view or complete.

Step 7: If the type of review you are requesting requires a nomination, enter the email address of the person you wish to complete it.

Step 8: Click on 'Nominate'.

Step 9: Click on 'Send'.

The next time the person you have nominated to complete the review logs in to their FOM PortfolioBuilder account, they will see your request in the Outstanding Tasks section of their Dashboard.

For further information on the types of review available, read our article The Online Reviews.

For updates and advice on the FOM PortfolioBuilder, follow @fomportfolio on Twitter.