There may be times in training when trainees may wish to link one activity, assessment or review to another; such as a case-based discussion to a case log, or a reflection to an assessment. Trainees can do this using the 'follow-up' feature.
Step 1: Open up an existing activity, assessment or review; or create a new activity.
The example shown here is a Case Log. Activities can be found on the activities page of your portfolio.
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 our proformas.
Step 3: Follow any on-screen prompts.
The prompts will vary depending on the form chosen. Here we have chosen a CBD Assessment as a follow-up to a Case Log. The CBD requires the selection of a standard, and an assessment type.
Step 4: Complete the form.
The sections of the form that need completing will also vary depending on the type of follow-up selected. An assessment such as a CBD is a multi-user form and as such, requires 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.
Users with relevant permissions such as educational or clinical supervisors, nominated assessors etc. will be also able to see linked documents.