1. Supervisor Guide

2. Logging in Click this button to be sent to the single sign on page. DO NOT use the local account log in below

3. Single Sign On If you already have an account on our website your log in will be the same for ePortfolio. If not we are in the process of creating you an account. You will receive an email on 20 th Jan 2016 with your log in details. After entering your details and clicking log in you will be automatically re-routed to ePortfolio. If you forget your password you can reset it by clicking here and giving your registered email address

4. The Supervisor Timeline Orange for items in draft/not completed Green for completed items Click the bell to view your To-do list – assessments awaiting your sign off will appear here Your timeline will have a list of events that you have filled in for others. We will be providing a report to allow you to monitor this for revalidation.

5. Filtering the Timeline Filter between any two dates. Filter only a specific type of event or filter a menu item by clicking blueprints. E.g. to see only WPBAs click select under blueprints and then choose menu - assessments Filter at any time by clicking the magnifying glass

6. Searching for Users 1. Click on ‘Users’ at the top of the screen - all users will then appear 2. Click on the magnifying glass at the top of the screen to search/filter users A number of search options are then available Search via user role, search via the trainees name under ‘full text search’ or search via their GMC/RCPCH number by selecting the ‘User field id 1’ box and choosing the relevant user field You can search by training programme (to find CSAC trainees) and location by clicking ‘Select’ Search by event type Search by event status Search by event name Search via user email Search via user state

7. Adding supervision forms for your trainees Click the user list to see your linked trainees. Click MORE to add an event or view their documents and training. Click on NEW EVENT

8. Adding supervision forms for your trainees (2) Select the relevant supervision form from the ‘Event Type’ drop down. Complete all relevant and required information. Then PUBLISH or SAVE AS DRAFT.

9. Viewing your trainees Timeline and Events Conduct a User search to find the relevant trainee, click MORE to the right hand side of the trainees name. Here you can choose to view your trainees Timeline and Documents, you can also create a new event for your trainee from this page.

10. Viewing your trainees Timeline and Events (2) From the Timeline you can access all the trainees events. Click on MORE next to the relevant Event, you will then have the option to VIEW or EDIT the event.

11. Filling in on same device If trainee and supervisor are documenting an assessment together, once you have added the event, the supervisor can complete their section at the same time. To do this, click ‘Fill in on same device’. Once the assessor has filled in their section and clicked PUBLISH, the assessor must then sign off/verify the event from their own account. The assessment will not be published to the trainees Timeline until this has been done.

12. FAQs/Help Click to look at the content of a particular FAQ. If you have any further issues, please email ePortfolio@rcpch.ac.uk Do not contact NHS ePortfolios about any issues with the RCPCH portfolio after 20 th Jan. ePortfolio@rcpch.ac.uk