Trainee User Guides

Creating Posts
 Click on the menu icon in the top, right-hand corner.
 Select “My Profile” from the drop down menu.
 Click on the blue “Edit” button at the top of the page.
 Scroll down to the bottom of the page.
 Click on the grey “Add new post” button.
 Click in the “Post Title” box and type a title that is meaningful to you, e.g. ST3, Royal Free.
 Click in the “Grade” box, start typing your grade, then select from the drop down list.
 Click in the “Hospital” box, start typing your grade, then select from the drop down list.
 Click in the “Trust” box, start typing your grade, then select from the drop down list.
 Click in the “Start date” box. A calendar view for the current month will display.
o Select the month either by clicking on the arrows to move backwards or forwards
through the months, or click on the month to display a grid of all the months.
o If you need to change the year either scroll through the years using the arrows to move
backwards or forwards, or click on the year to display a grid of years.
o On this view you can use the arrows to move through the decades.
o Click on the required year to display the grid view of all the months.
o Click on the required month to display the calendar view of that month.
o Click on the required day.
 Repeat the process for the “End date” box.
 Mark the “Current post” box as appropriate. If the box is white it is not marked as the current
post. If the box is blue it is marked as the current post.
 Click on the grey “Create post” button.
 Scroll to the bottom of the page and click the green “Save button”.

Adding Supervisors
 Click on the menu icon in the top, right hand corner.
 Select “My Profile” from the drop down menu.
 Click on the blue “Edit” button at the top of the page.
 Scroll down to just below the middle of the page.
 Click in the empty “Educational Supervisor” box, start typing your supervisor’s name, then select
from the drop down list.
 Scroll to the bottom of the page and click the green “Save button”.
Requesting Assessments
 On any page, at the bottom, right-hand corner of the screen, is a green plus “ADD” button.
 Click this and select “Request Assessment” from the menu bar on the bottom of the screen.
 On the Request Assessment screen, select the required assessment from the list.
 If you have selected the wrong assessment, click the grey “Go back” button in the top, left-hand
corner of the screen.
 Enter a meaningful name in the “Name” box, e.g. “CBD, Case X, Y clinic”.
 If required, click in the “Key Skills” box, start typing the skill, then select from the drop down list.
 To add more than one, click on the grey “Add another” box.
 Key skills can be added at any point, even after the assessment request has been submitted.
 Fill in the rest of the assessment as required.
 Scroll down to the bottom of the screen.
 To save as a draft without sending assessment request, click on the grey “Save without
assessment request (draft) button.
 This will take you to an assessment view screen where you can see what you have written.
 At the top of the screen are three buttons; “View”, “Edit”, and “Delete”. The button for the
current screen will be white, the other two will be blue.
 In the top, left-hand corner of the screen is a grey “Go back” button, which will navigate back to
the previous screen.
 Click on “Edit” to continue with your assessment request.
 When you have completed the all the assessment details necessary, scroll to the bottom of the
page and fill in the Assessment Request section with the details of your assessor.
 To send an assessment request to someone with an existing account, click in the “Assessor” box,
start typing your assessor’s name, then select from the drop down list. Do not enter their
address in the “Assessor email” box.
 To send an assessment request to someone without an existing account, enter their address in
the “Assessor email” box.
 For all assessors, click in the “Assessor’s role” box and select the appropriate role from the drop
down list.
 Click on the green “Save and send request” button.
 This will take you to the assessment view screen where you can see what you have submitted.
 Once the assessment request has been sent, the assessment is no longer editable by the
trainee!
 Assessments can be viewed by clicking on the menu icon in the top, right-hand corner and
selecting “Assessments” from the drop down menu
Linking Evidence to CiPs
 On the menu bar that runs along the top of the screen, click on the “Dashboard” option in the
left corner.
 In the “Core curriculum progress” section select the required CiP.
 In the CiP screen, click on the required key skill.
 Click on the blue “Link an item to this key skill” button.
 In the Key Skill screen, click either the grey “Link assessment” button or the grey “Link log entry”
button as required.
 Both options will provide a pop-up box with your complete list of assessments of log entries will
be displayed.
 There are three filter boxes along the top; type, category, and year. Click in these boxes for a
drop down list to choose criteria, or leave blank as required.
 When you have selected your filter requirements click on the grey “Apply” button below the
“Type” box to create a list of existing assessments or log entries which meet the selected
criteria. Use the scroll bar on the left-hand side to move through the list.
 Click in the white box next to the required assessment or log entry. When an entry is selected
the box will turn blue. You can select as many entries as required.
 If you have selected an entry in error, click on the blue box to deselect it. The box will turn
white.
 When you have selected all the required entries, click on the white “Link” button at the bottom
of the screen.
 The entry will now show below the relevant button in the Key Skill screen, with a small, grey
“remove” button below it.
 When you have finished linking your evidence, click on the green “Save” button. You will be
taken back to the CiP screen.
 If you click cancel, you will be taken back to the dashboard and your links won’t be saved.
Requesting CiP assessment
 On the menu bar that runs along the top of the screen, click on the “Dashboard” option in the
left corner.
 In the “Core curriculum progress” section select the required CiP.
 In the CiP screen scroll to the bottom of the page and click on the grey “Request CiP
assessment” button in the CiP assessments section.
 The “Name” box is autocompleted, but can be overwritten.
 The “Date” box is autocompleted with today’s date, but can be changed to an alternative date.
Please select the date of the event referred to in the assessment.
 Complete the Trainee self-assessment section by clicking on the radio button next to the
relevant option.
 To save as a draft without sending assessment request, click on the grey “Save without
assessment request (draft) button.
 This will take you to an assessment view screen where you can see what you have written.
 At the top of the screen are three buttons; “View”, “Edit”, and “Delete”. The button for the
current screen will be white, the other two will be blue.
 In the top, left-hand corner of the screen is a grey “Go back” button, which will navigate back to
the previous screen.
 Click on “Edit” to continue with your assessment request.
 When you have completed the all the assessment details necessary, scroll to the bottom of the
page and fill in the Assessment Request section with the details of your assessor.
 To send an assessment request to someone with an existing account, click in the “Assessor” box,
start typing your assessor’s name, then select from the drop down list. Do not enter their
address in the “Assessor email” box.
 To send an assessment request to someone without an existing account, enter their address in
the “Assessor email” box.
 For all assessors, click in the “Assessor’s role” box and select the appropriate role from the drop
down list.
 Click on the green “Save and send request” button.
 This will take you back to the dashboard.
 Once the assessment request has been sent, the assessment is no longer editable by the
trainee!
 Assessments can be viewed by clicking on the menu icon in the top, right-hand corner and
selecting “Assessments” from the drop down menu.
Creating a Self Observation Form (Self TO1)
 You must create a Self TO1 for each team observation round, before you can send any Team
Observation forms (TO1s) to assessors
 On any page, at the bottom, right-hand corner of the screen, is a green plus “ADD” button.
 Click this and select “Request Assessment” from the menu bar on the bottom of the screen.
 On the Request Assessment screen, select “Self Observation Form (Self TO1)” from the list.
 If you have selected the wrong assessment, click the grey “Go back” button in the top, left-hand
corner of the screen.
 Enter a meaningful name in the “Name” box, e.g. “August 2019 TO1 round”.
 If required, click in the “Key Skills” box, start typing the skill, then select from the drop down list.
 To add more than one, click on the grey “Add another” box.
 Key skills can be added at any point, even after the assessment request has been submitted.
 In the “Supervisor for this team observation” box, start typing the relevant supervisor’s name,
then select from the drop down list.
 Add the date, rate yourself by ticking the appropriate columns and, if you wish, add comments -
N.B. if any of your ticks are in the unsatisfactory or improvement needed columns, you must
give further details in the comments area.
 Scroll down to the bottom of the Self TO1.
 Follow the appropriate next steps under Sending Team Observation forms (TO1s) to assessors.

Sending Team Observation forms (TO1s) to assessors

 In order to send any Team Observation forms (TO1s) to assessors, the must first create a Self
Observation Form (Self TO1)

To save the Self TO1 without sending any Team Observation forms (TO1s) to assessors
 Click on the green “Save and send request” button.
 Once the Self TO1 has been saved, it is no longer editable by the trainee!
 This will take you to an assessment view screen where you can see what you have written.
 In the top, left-hand corner of the screen is a grey “Go back” button, which will navigate back to
the previous screen.
 To send TO1s to assessors at this point, scroll down to the bottom of the screen and click
“Create additional TO1”.
 Follow the below instructions for Creating additional TO1s.

To send Team Observation forms (TO1s) to assessors from the Self TO1
 Fill in the Assessment Request section with the details of the assessor.
 To send an assessment request to someone with an existing account, click in the “Assessor” box,
start typing your assessor’s name, then select from the drop down list. Do not enter their
address in the “Assessor email” box.
 To send an assessment request to someone without an existing account, enter their address in
the “Assessor email” box.
 For all assessors, click in the “Assessor’s role” box and select the appropriate role from the drop
down list
  To send additional requests, click on the grey “Add more TO1s” button and repeat the steps
above.
 Once finished, click on the green “Save and send request” button.
 Your ratings and comments from your self-TO1 WILL NOT be visible to your TO1 assessors.
 In addition, the Self TO1 is no longer editable by the trainee once it has been saved!
 This will take you to an assessment view screen where you can see what you have written.
 In the top, left-hand corner of the screen is a grey “Go back” button, which will navigate back to
the previous screen.
 To send TO1s to assessors at this point, scroll down to the bottom of the screen and click
“Create additional TO1”.
 Follow the below instructions for Creating additional TO1s.

Sending TO1s to assessors at a later point

 On the menu bar that runs along the top of the screen, click on the “Dashboard” option in the
left corner.
 Scroll down until you reach the “Outgoing assessment requests” box.
 Click “View all outgoing requests”.
 Under “Assessment type”, select “Self Observation Form (Self TO1)”.
 You can then click on the name of the relevant Self TO1 form to view it.
 This will take you to an assessment view screen where you can see what you have written.
 Scroll down to the bottom of the screen and click “Create additional TO1”.
 Follow the below instructions for Creating additional TO1s.

Creating additional TO1s

 Enter a meaningful name in the “Name” box, e.g. “August 2019 TO1s – assessor 1”.
 DO NOT add the date or any ratings or comments to the form! - scroll down to the bottom of
the screen.
 Fill in the Assessment Request section with the details of the assessor.
 To send an assessment request to someone with an existing account, click in the “Assessor” box,
start typing your assessor’s name, then select from the drop down list. Do not enter their
address in the “Assessor email” box.
 To send an assessment request to someone without an existing account, enter their address in
the “Assessor email” box.
 For all assessors, click in the “Assessor’s role” box and select the appropriate role from the drop
down list.
 Once finished, click on the green “Save and send request” button.
 Your ratings and comments from your self-TO1 WILL NOT be visible to your TO1 assessors.
 This will take you to an assessment view screen where you can see what you wrote in your Self
TO1.
 In the top, left-hand corner of the screen is a grey “Go back” button, which will navigate back to
the previous screen.
 To send TO1s to assessors at this point, scroll down to the bottom of the screen and click
“Create additional TO1”.
 Repeat the above steps for Creating additional TO1s.