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CPD Diary User Manual - Royal College of Ophthalmologists
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1. 27 a Sele SOUTCOS TNT 27 NIC LAN c 28 7 2 1 Changing view within the 28 Poa PAG TN NR 29 7 4 Download Portfolio 29 Milia ie RE m 29 Adang a 30 92 WICWING INS SOU CCS D RIDES MM EM IE 30 8 2 1 List Personal nnn 31 6822 115 MOREM Ue AU LO dep 31 8 2 3 List Proposed 31 9 ARCP past trainee users nennen nnne nennen nnne nnns 32 UT 32 2 35 E Portfolio CPD User Manual v1 0 lf a WpBA user has previously been a trainee historical ARCP data will remain in the eportfolio el 32 10 Common FUNCIONA Y 34 10 1 co TE 34 10 2 16 UH 35 OMEN x
2. MM NEUES GNE DE 18 4 5 4 Reviewed EVOFLILSsscssstotucta asado ioter eaa Ee 18 4 55 PastuUnsubScIHDed EVSlISu oa nid 18 4 6 Adding a Special Circumstance cccccccccceeeeeceeeeeeeeeeeceeeeesaeeeeeaeeeeeseeeeseeeesseeeeeesenenens 19 4 7 Viewing Special Circumstances sssssssssssesseeeenn nennen nennen 19 5 Personal Development 20 5 1 Viewing Personal Development Plans 20 5 2 Creating a Personal Development 20 5 3 Viewing or Editing a Personal Development 21 5 4 Adding Objectives to a Personal Development 22 5 5 Marking a PDP as Complete cccccccccseeccceeeeeeseeeeeseeceseeeeeseeeeeseeeeeseeesseueessaeeeessaeees 23 RODO 24 24 SU EP Emme 25 ls VIEW PONMIONO m u 26 71 Filters in the View Portfolio
3. Frenos IT All nahte renewed 4 Personal and Public Events Events are a combination of Personal Events entered by you and Public Events added by a College administrator which you can subscribe to Subscribing to a public event does not inform the organiser that you wish to book a place the organiser must still be contacted separately This is merely a method of acknowledging within the system that you intend to attend this event Both events require the user to provide their own unique review of the Event assessing their performance and reflecting on the experience and learning gained 4 1 Adding a Personal Event Personal Events are added by yourself and are personal to you lt is possible to add Personal Events either retrospectively or before they have taken place you should enter CPD activities from your registration start date An event may span a number of days For example you may undertake an event e g Conference which takes more than one day Once a Period Cycle has been completed and closed you cannot edit any of the events within that Period Cycle To add a personal event e Hover over or click on the CPD menu e Click on Add a Personal Event e The Add Event screen is displayed 11 35 E Portfolio CPD User Manual v1 0 Add Event Tale Start Date gt hhomm End Date x ddimentyyyy Even Type User
4. Associations Description Personal Development Plan Date Range 12 01 2011 2602 0011 Date Created 24 01 2011 11 07 Status Open Date Created 24012001 11 07 Objective POP objectives have bean added yel Add Cibpoctie okeare amp design 2007 2010 Premier IT mraerved he PDP Plan screen is displayed make changes to the details of this PDP click the Edit tab 21 35 E Portfolio CPD User Manual v1 0 5 4 Adding Objectives to a Personal Development Plan Hover over or click on the PDP menu Click on List Plans Click on the title of the PDP you wish to view or select edit under actions The PDP Plan screen is displayed Click the Add Objective button The Add Objective screen is displayed Personal Development Plan Date Range 02 01 2011 SOS 2011 Data Created 28 01 2011 11 00 Stata Oen Target Merre Date Completion Date dd menryyy Objectwe Actii Required Measurement Add Fill in details on this form as required All boxes with an asterisk beside them are required and must be completed e When you have completed the boxes click Save e To add further objectives repeat this process 22 35 E Portfolio CPD User Manual v1 0 5 5 Marking a PDP as Complete When you have a completed an objective you can mark it as complete O
5. MODE ER Nominated Events PE Patient investigation PH Patient management _ Personal Events 7 PDP Objectives PS Practical skills Cl Oueliications Select ARCP nines Select Stage Infermatien handling BCS and dini E Fiker 5 DMCRJ Decision making reasoning and judgement CPD Conii Any entries which have been linked to a category will appear within these tabs alongside the category to which they have been linked On the right hand side you will see the number of items which have been link to a given category e To expand the list simply press on the cross by the item e To view details of an entry click on the name change view click on the appropriate tab above the list e You can also view the list by Type by clicking on the Type tab above ges Com Diary Sources 0 EjAssssmens o i _ Assessments 1 denn 7 Events E Resources Available Public Events 2 dems JPOP Objectives E Hominated Events 1 dem Qualifications prm Select ARCP PDP Objectives 2 dms xj Select Stage Amy juil 26 35 E Portfolio CPD User Manual v1 0 e Finally you can also view your CPD entries in a Diary format by selecting the view portfolio tab and select the Diary tab Telid Sources Ophihamol
6. j Add New Entries We will look at adding each of these entries later in the manual 7 4 Download Portfolio If you would like to download your Portfolio you can do so as a single ZIP archive The ZIP file format simply means that the data is compressed to reduce the size of the file Once downloaded you will need to extract the archive file and save it into a folder on your computer AER C A B Download Portfolio You can download your portfolio asa single ZIP archive here Once downloaded simply extract the archive file into a folder on your computer 8 Resources Resources are typically documents and websites which are used to supplement and support any activities that are to be added to the system 29 35 E Portfolio CPD User Manual v1 0 You are able to add shared resources these need to be approved by an administrator before becoming a resource that s available to the other users of the system 8 1 Adding a Resource e Hover over or click on the Resources menu e Click on Add a Resource e The Add a Resource screen is displayed amp Add a resource ri by Perona Title 7 select Y Descriptinn Save Solbware amp 2007 2010 Fiems IT AJ nghi reserved Select who will be able to view the resource from the drop down box beside Resource 15 viewable by
7. 2 eR 35 3 35 E Portfolio CPD User Manual v1 0 Introduction The objective of this document is to explain the functionality of the CPD online diary and to provide guidance on how to use the system This can be read in conjunction with the Quick Guide to CPD The booklet will also provide details on how to list ARCPs add a resource and view the summary report CPD is acontinuing process outside formal undergraduate and postgraduate training that enables individual doctors to maintain and improve standards of medical practice through the development of knowledge skills attitudes and behaviour CPD should also support specific changes in practice 1 Security 1 1 Logging in To gain access to the E Portfolio CPD you will need your username and password Contact The Royal College of Ophthalmologists Professional Standards Departmentif you do not have these details Open a web browser e g Internet Explorer or Firefox and then type the website address in the address field For example hitp www premierit com This will display the front end of the website 4 35 E Portfolio CPD User Manual v1 0 The Login page will be displayed d THE ROYAL COLLEGE OF OPHTHALMOLOGISTS Welcome to the online portfolio system of The Royal College of Ophthalmologists Login Once you have logged in you will be able to access your online portfolio which will include different features depending Please enter your Username upon
8. Selecting Personal will make this a resource viewable only by you most resources will be personal resources Public resource requires approval from the Administrator Once approved this will be available as a shared resource to all users Use the Title box to enter a title for your resource Select a Type from the drop down box There are 3 Resource types 1 File A supporting file can be a document picture or certificate etc Click choose file button upload the file max file size is 10 MB 2 Reference This is an item that cannot be linked to such as a publication or ISBN number References do not require any additional info it should all be stored in the Description field URL This is a link to another website The URL should start with http or https Type the website address in the URL box When you have chosen a Type you will need to insert the appropriate information depending on the type you have selected e lf necessary enter a Description This is not a required field so this can be used as appropriate e Click Save Details to save your new resource or Save or Save and assign to Ophthalmology Learning Outcomes 8 2 Viewing Resources There are three different lists for viewing resources 30 35 E Portfolio CPD User Manual v1 0 8 2 1 List Personal Resources To view your personal resources you will need to access the list of personal resources To do this e Hover over or click on the Res
9. Circumstance Type from the drop down box e Enter a Start Date using either the calendar button or by entering the date into the box following the format dd mm yyyy e Enter an End Date using either the calendar button or by entering the date into the box following the format dd mm yyyy Comment 15 for any further information that you wish to give lf your request is for a time extenstion click in the box beside Request time extension e Click Save Special Circumstance 4 7 Viewing Special Circumstances You can see previously added Special Circumstances in the List Special Circumstances screen To access e Hover over or click on the CPD menu e Click on List Special Circumstance e The Special Circumstance screen is displayed 19 35 E Portfolio CPD User Manual v1 0 Um c i Filter by dates Comment Start Dune End Date From 25 12 2010 314012011 Hol Requested Eda Total Records 1 Te pawmi updete Software amp design CODO 2010 Premier IT All natis reserved e Click on the hyperlink under Type to view details of a special circumstance e Click on Edit under actions to make changes to a special circumstance To delete a special circumstance tick in the box beside Delete under the actions column and click Update To sort the list click on any of underlined column headings 5 Personal
10. Development Plans 5 1 Viewing Personal Development Plans e Hover over or click on the PDP menu e Click on List Plans he PDP Plans screen is displayed Personal Dinslopment Plan 201 2011 28 02 2011 Open Total Records 1 Software amp design COUOT 2010 Premier IT All rights reserved In this screen you can re order your plans using any of the headings a long the top list click on Description Start Date End Date or Status e Inthe example above the list is ordered by Status The arrow beside the text shows this 5 2 Creating a Personal Development Plan e Hover over or click on the PDP menu e Click on Create New Plan The Create New Plan screen is displayed 20 35 E Portfolio CPD User Manual v1 0 Descnption Personal Development Plan Start Dae End Date P ddimm yyyy L Save Software amp derga CUOU7 2010 Aramos IT All nghts reserved e Enter a description of the plan in the Description box Enter a Start Date using either the calendar button or by entering the date into the box following the format dd mm yyyy e Enter an End Date using either the calendar button or by entering the date into the box following the format dd mm yyyy e Click the Save button 5 3 Viewing or Editing a Personal Development Plan e Hover over or click on the PDP menu e Click on List Plans e Click on the of the PDP you wish to view or edit View
11. Leaming Good Medical Practice Revalidation Domains Type Diary Previous Month View 6 ODay Show Date 2401201 Go Hex harsh s 7 2 1 1 Viewing a different page within the Diary e In Month view use the Previous Month and Next Month on either side of the page to move from month to month e n Week view use the Previous Week and Next Week on either side of the page to move from month to month e n Day view use the Previous Day and Next Day on either side of the page to move from month to month 28 35 E Portfolio CPD User Manual v1 0 7 2 1 2 Switching view type To switch views click in the appropriate radio buttons e For Week view click in the radio button next to Week e For Day view click in the radio button next to Day e Click the Go Button 7 2 1 3 Viewing a specific date Use the Date field or Calendar button to navigate directly to a different date in the diary the date into the Show Date box using the format dd mm yyyy e g 01 08 2010 Or e Click on the Calendar Button use the drop down boxes to select the Month and Year you are after or use the arrows to skip forwards or backwards by one month Click on the date you would like to view e Click Go 7 3 Add New Entries This section allows you to quickly access other sections of the system From here you can access the Add Assessment Add Event Add PDP and Add Resource sections
12. correct email address or username has been entered 1 3 Logging out For security reasons it is important that you log out when you have finished using the ePortfolio When logged in on each screen you will see your name displayed alongside a link with You are logged in as Example User Logout the text Logout Click logout and you will be redirected to the login screen and the following message will be displayed confirming you have successfully logged out 6 35 E Portfolio CPD User Manual v1 0 Your session will end automatically if you do not use the system for 60 minutes You will see a grey box appear at the top of your screen as show below Your session has expired please login agan PHT Home Admin Ay You will need to re enter your password and click login to continue working on your ePortfolio You will be returned to the same screen that you were on when the system timed out 2 My Details In the My Details section you will be able to edit your personal information and change your password To access the My Details section you will see a My Details tab in the top right hand side of the screen This will be available regardless of the page you are currently viewing View Portfolio Resources CPD POR Reports Help You have been logged in Welcome to the new College portfolio management system An information pack for trainees is available from the College websit
13. your career status and educational role e g trainee or non trainee assessor Head of School etc and password below in order to login If you are a not a College Member and wish to register with the College to access the CPD Diary section of the portfolio please contact the College on cpd rcophth ac uk Please note there is an annual fee for non College members Trainees wishing to register with the College should follow the instructions on the main College website Password Your password is case sensitive Forgot your login details The Royal College of Ophthalmologists Feedback Curriculum e Enter your Username in the username field your College membership number or CPD only number Enter your password into the Password field this is case sensitive e Click the Login button You have been logged in 1 2 Login failed If you enter the incorrect username and or password the following will be displayed at the top of the screen Login failed If you have forgotten either your username or password you can click on the Forgot your login details link underneath the login section and follow the prompts 5 35 E Portfolio CPD User Manual v1 0 https portfolio rcophth ac uk login imin GMC ty amp THE ROYAL COLLEGE OF OPHTHALMOLOGISTS Login failed Once you have logged in you will be able to access your online portfolio which will include d
14. E Portfolio CPD User Manual v1 0 The Royal College of Ophthalmologists PREMIER IT PARTNERSHIP THE ROYAL COLLEGE OF OPHTHALMOLOGISTS EPORTFOLIO CPD USER MANUAL 1 35 E Portfolio CPD User Manual v1 0 Table of Content IIE MET EL OU T E 4 ree ce E ete ee 4 tE ites 4 kea HOGI E esac 5 105 I Mr 6 2 MY DOI E 7 21 Usor 7 MAO ON e ee here as ee 8 d NORD 10 4 Personal and Public Events 2 11 4 1 Adding a Personal nennen nennen nennen nnn nnne sn nnn nns 11 4 2 Subscribing and unsubscribing to Public 14 4 3 Viewing Personal and Nominated Events esses 17 4 4 Editing and Deleting Personal 17 4 5 Re RENE UT 17 4 5 1 gt Available Public 18 4 5 2 Nominated 18 4 5 9 Unreviewed EV GINS 2
15. HE ROYAL COLLEGE OF OPHTHALMOLOGISTS E Uus Sen View Portfolio Resources CPD PDP Reports Help User Details Login Details 23 Change Your Login Details Confirm previous password New password Confirm password Save The Royal College of Ophthalmologists Feedback Enter your Current Password e Enter your New Password Curriculum E Portfolio CPD User Manual v1 0 You are logged in as Admin User Logout Home My Details Admin Area Required field 0 Required field Min 6 characters Required field Must match new password e Confirm your new password by entering it a second time in the final field These new passwords must be the same You will be advised if not or you will be unable to change it e Click Save e Aconfirmation message will be displayed e When your password has been changed you will be redirected to the my details page and you will see a confirmation message 9 35 E Portfolio CPD User Manual v1 0 3 Home Page The home page allows you quick access to the various areas of interest whilst also alerting you to any outstanding tasks or messages The Home Page is the first page which you will see after logging in and is shown below You are currently switched into test trainee THE ROYAL COLLEGE OF OPHTHALMOLOGISTS Home My Details View Portfolio Assessments Progress Resources Logbook CPD PDP Reports Help Welcome to the new College portfolio ma
16. Portfolio Access the View Portfolio section from here e Diary You can view your CPD diary and enter CPD activities Select the title diary to launch the diary Click on the orange plus sigh within each date to view the add event page Enter the details of the event Dates which are in bold signify dates which have events on them DECEPTI Sent week ago JANUARY 2013 M T T F 1 2 3 4 7 8 9 10 11 12 13 14 15 16 17 18 19 20 nipients 21 22 23 24 25 26 27 28 29 30 31 Sent a few months ago Dates in bold have one or more entries assigned to them in doc format in the Sent 4 months 10 35 E Portfolio CPD User Manual v1 0 The home page may be customised by clicking on an item and dragging it to another part of the screen as shown below 1 My Detais i2 Tasks Welcome bo The new College portfolio managemen An informalion pack Por ranges es Tram Tha College wehbsita There are ro curent nul standing tasks Mame Tracy Train ri GMC Linknoem Uploaded Total 0 1500 ME reer airing o0 eee ee eee de c 1 T i CJ Alerts i 1 hare are Alerts i gt Assessment L 3 eres 3d a Trainees B enis Pending Tau currently have access to weve the po folic information of 1 Plaase blow his link Ge details S ftware
17. Prata Associate Personal Event with Ophthalmology Leaming Outcomes All associations Expand All Collapse All E CA Clinical assessment E PI Patient investigation Patient management E PS Practical skills ESS and Miser skills Health promotion and disease prevention E C Communication E m Information handling E BCS Basic and clinical stiences ARB Anitudes ethics and respomsibilities DIMCRLE Decision making reasoning and judgement HS Role in the health sence E CPD Continuous personal development Seve and link in Good Medical Fractice Guidelines Software amp design 2007 2010 Premier IT All reserved Expand the list by clicking Expand All or the symbols e Click in the tick box beside any category you wish to associate with your event Click Save and Link Good Medical Practice Guidelines Step 2 when finished to save these details Associations with Ophthalmology Learning Outcomes have been added View Edt associations ARP OE a rod EXE IEEE z Title tes12 Stadt Date 17 1 2011 1100 End Date 17 01 2011 17 00 Activity and Academic Internal Category Reviewed Tos Status Associate Personal Event with Good Medical Practice Guidelines All associations Expand E Collapse Good clinical care Maintaining qood medical practice Cl Teaching and training appraising and assessing Cl Rel
18. ationships with patients C Working with Colleagues Probity Health You will be taken to a second association s screen to link to Good Medical Practice Guidelines 13 35 E Portfolio CPD User Manual v1 0 Tick the box beside any categories you wish to associate with your event Click Save and Link Revalidation Domains Step 3 if you click Save and Link to Revalidation you will have skipped out the first 2 steps above with Good Medical Practice Guidelines have been added VIER Edit Associations Tithe 10512 Start Date 17 01 2011 11 00 Activity Type Cleecal and Academic internal Category Reviewed Yes Associate Personal Evert with Revalidation Domains Suggested associations Knowledge and perfsemance Apply knowledge and skills 19 practice All associations Expand All Collapse All Knowledge skills and pertormance Maintain professional per ormance f Apply and skills 1o practice c Safety and Quality legib and Teamwork amp Partmeiship 5 Maintaining Save and view personal event Click Save and view personal event when finished to 4 2 Subscribing and unsubscribing to Public Events End Date 17 01 2011 17 00 Statue Prate Tick the box beside any categories you wish to associate with your event save these details Note Subscribing to a publi
19. c event does not inform the organiser that you wish to book a place There are 2 methods for subscribing to a Public tab 1 The first method is to access the diary see section 7 2 12 event the organiser must still be contacted separately This is merely a method of acknowledging within the system that you intend to attend this event Once in the diary you will see a small plus sign beside any available public events When you click on this Plus Sign you will automatically be subscribed to the 14 35 E Portfolio CPD User Manual v1 0 e The event will change colour and you will now see a minus sign in place of the 12 plus sign e f you wish to unsubscribe from this event at any time click on this Minus Sign Youare taken to a Confirmation Screen Acbon Please check to comfirm this action Cael Software design Premier TT AX nghi reserved e Click in the box beside the text Please check to confirm this action e Click Perform Action to unsubscribe 2 he second method is to access the event itself Select CPD tab Available public events When you have found the event click view under actions column to access the details of that event Oncein the Public Event screen you will see a section on the right hand side titled Available e Within this section is a Subscribe button iew Portfolio Resources CPD PDP Repo
20. e Name Admin User GMC No Uploaded Total 0 B 500 MB remaining Upcoming Awards and Prizes Sent week ago User Details Login Details Once you are in the My Details section you will see two tabs User Details and Login Details 2 1 User Details To access your user details e Click on the User Details tab e Information about yourself which you are able to edit will be displayed 7 35 E Portfolio CPD User Manual v1 0 Edvtatona l Superesor Tracy 0 mnt To edit information in a section gt Click the Edit button underneath the section you wish to make changes to gt You will be redirected to a page where you can edit and save the information gt Click Save once you have made your changes gt You must complete fields where a red asterisk is present 2 2 Login Details For security reasons we recommend that you change your password after entering the online system for the first time When creating a new password remember that passwords are case sensitive You should type in the password in the exact format you require if necessary using upper and lower case letters where appropriate It is suggested that you use a password that has both letters and numbers To change your password e Click My Details at the top right of the page e Click Login Details 8 35 he Change Your Login Details page is displayed T
21. he MSc Public Health for Eye formerly known as ihe MSc in Community Eye Health London School of Hygiene amp Tropical Medicine 50 Square WIB Commuesty Eye Heglth Sofware amp design CUOOUT 2010 Freret IT All nights reserved Click on Subscribe and the event will be added to your CPD diary The Available section will change to Subscribed and the Subscribe button will change to Unsubscribe You are subscribed to this Public Event unsubscribe e f you wish to unsubscribe from this activity at any time click on this Unsubscribe button Youare taken to a Confirmation Screen The following Public Event will be removed from your diary geom m mm Me ON UN SSS SS SSeS eS 9 Community Eye Health Course 4 Software design O2007 2010 Premier IT nights reserved 16 35 E Portfolio CPD User Manual v1 0 Click in the box beside the text Please check to confirm this action e Click Perform Action to unsubscribe 4 3 Viewing Personal and Nominated Events Personal Events may be viewed by accessing the List of Personal and Nominated Events To access this list e Hover over or click on the CPD tab e Click on List Personal amp Nominated Events e The Personal and Nominated Events screen
22. ifferent features depending upon your career status and educational role e g Please enter your Username and password trainee or non trainee assessor Head of School etc below in order to login If you are not a College Member and wish to register with the College to access the CPD Diary section of the portfolio please contact the College on Please note there is an annual fee for non College members m admi Trainees wishing to register with the College should follow the instructions on the main College website _ BEEN Password 0 Your password is case sensitive Forgotten your login details Please erior adhar your Username or email address cr to identity yourse XY Please mote thal we cannol contem d the deails you enter are correct so that we may pobeci you and oihar users of this system An email will ba seni your email account Please allow sone time to raceme Tha email Lisarnams email address Saltwara amp design 200 Promag IT rights reseread e Enter either your Username or Email Address and click the Send button An email will be sent to the specified email address as long as this matches an email address which is held on the system This will include a link that allows you to recover your username or reset your password Please allow time for the email to arrive Please note For security reasons you will not see online confirmation that a
23. ill display any public resources added by you which are still awaiting approval from the administrator To view this list e Hover over or click on the Resources menu e Click on List Proposed Resources e The List Proposed Resources is displayed 31 35 E Portfolio CPD User Manual v1 0 uu Filter by type Tile Date Added Descripbon Jounal Article 24 01 2011 uri Filter by dates Total Records 1 Freen dibenm yy Wiodeta hadi yy yy Clear Sofwaee amp design Premier IT All nohis reserved Date of ARP DAS Covers enim date range O7 01 2011 te DEDI 1 2012 Cute Data 30 12 2011 Siu Open Number of gem assigned 2 Dells Bea wu progress Liz aegigned ipee software E design 2010 Premier TI AY nghi resend e From here you can view resources by clicking on the title of the resource 9 ARCP past trainee users only 9 1 List ARCPs If a WpBA user has previously been a trainee historical ARCP data will remain in the eportfolio To access the List of ARCPs e Hover your mouse over the Progress tab select list ARCP menu Click List ARCPs e f you have multiple ARCPs the List ARCPs screen will be displayed Please note If you only have 1 ARCP you will be taken directly to the view details screen for that ARCP From this screen you can click on e View Details which will direct you to a screen with all the information regarding the s
24. ing only this one 27 35 E Portfolio CPD User Manual v1 0 42 Fillers Select Sources Assessments Resources Nominated Events PDFP Objectives The filters also act as a key SO you can see what each of the colours represent 1 Assessments Any completed assessments see section 8 2 Resources Any personal resources added by you see section 8 1 These will appear in the diary on the date they were added 3 Available Public Events These are Public Events that have been added by an Administrator which you have not subscribed to 4 Nominated Events Public Events that have been added by an Administrator which you have subscribed to see section 4 2 5 Personal Events Any Events added by yourself see section 4 1 6 PDP Objectives PDP Objectives will appear for two reasons if a target review date has been set and if a target completion date has been set during the creation of the Objective see section 5 4 The PDP Objective will appear in the diary on each of these dates with either Review or Completion in brackets after the Objective 7 2 The Diary 7 2 1 Changing view within the Diary Running along the top of the diary page is a filter area which allows you to move from monthly view to week view and day view This area also allows you to move directly to a different date within the diary or navigate from page to page in the diary Month Ophthalmology
25. is displayed ir Personal and Subscribed Events x Fiers Tie St One Eni Di Congress 24062011 09 00 ATO 17 00 Personal Paate AJH test3 Saadi 10 00 Cot 16 00 Personal Delete Filter by dates Training the Trainers 02201 09 00 Or AX T 09500 Personal Diele Fiore dd rnm yyyy lest 17 01 2011 11 00 1701 2011 17 00 Personal No Delete mm Community Eye Health Course 1401 2011 SAAD Approved To ddimmryyy Total Records 5 Fihar Clear i Sofware E design 2007 2010 Prema Anghit e Click on any heading which is underlined to sort the list by that column e The Reviewed column indicates whether a review has been added or not see section 4 5 for reviewing 4 4 Editing and Deleting Personal Events To delete a Personal Event e Click on the word Delete under actions for the appropriate event You can only delete Personal Events in this way the list is very long it will be displayed on more than one page use the numbered links to go to a particular page or Next Previous to move forwards backwards e You can also use the Filters panel to filter by Date or Origin Select your criteria and click Filter to apply filters 4 5 Reviewing an Event You are required to reflect and review all activities that you have added to your diary both personal and public Unreviewed activities can be accessed in one of the following wa
26. lso provides a key explaining the colours used in the report 24 35 E Portfolio CPD User Manual v1 0 6 1 1 Summary e Hover over or click on the Reports menu Click on Summary Detads are accurate as of 24 01 2011 11 13 Portfolio Plans 02 Jan 11 28 Feb 11 Summary of Points and number for veviewed Events 18 Warning hen prirding a certificate all Events belore today will be locked CO Please confirm that you would like to print the certificate Software amp design OC007 2010 Premier IT All rights nrsereed he Summary screen is displayed the bottom of the screen is the option to Print Certificate You can click this button to print your CPD certificate Please Note Depending on your system printing your certificate will lock all past entries so that they are no longer editable This is so that the certificate remains valid after printing 25 35 E Portfolio CPD User Manual v1 0 7 View Portfolio There are multiple ways of viewing your Portfolio You can view your Portfolio by Ophthalmology Learning Outcomes or Good Medical Practice Guidelines or Revalidation Domains To do so e Click on View Portfolio e The default view is by Ophthalmology Learning Outcome Select Sources Leaming Ou Good Medical Practice Guid Revalidabon Domains Diary ElAssessmeds __ 3 Collapse E Expand All iew
27. nagement system An information pack for trainees is available from the College website Name test trainee GMC No Working Towards Stage 6 Anticipated Completion Date 31 08 2011 Uploaded Total 14 MB 485 MB remaining E ESR and CSR prof 18 19 20 21 E 23 24 25 26 27 28 The ESR and CRS proformas now available to download format the shared resources section Dates in bold have one or more entries assigned to them Eye online CPD Article for August 2012 Sent 6 months ago The August 2012 article is Hot liquid glass injury as a novel mechanism for intraocular foreign body Eye 2012 26 1145 1149 doi 10 1038 eye 2012 140 published online 20 July 2012 line Arti P Sent a yesr ago The RCOphth works with Medscape Education to provide a CPD element for selected Eye articles To view the current CPD article Acute retinal necrosis in the United Kingdom results The following provides some details about each of the boxes displayed on your homepage In some cases clicking on the title will transport you to another area of the system e Alerts This will display any messages added by the College administrator You can click on the title alert to view more details e Tasks These are automatically generated notifications set up by the system to inform you of anything which needs to be completed or updated e View
28. nce all objectives have been marked as complete you can mark the plan as complete as well To do this e Hover over or click on the PDP menu Click on List Plans Click on the title of the PDP you wish to view or edit The PDP Plan screen is displayed Beside each Objective you will see a Mark as Complete hyperlink Click this The Complete PDP Objective screen is displayed E dit Associations D esciiptien My Personal Develogenent Plan Date Range 0211 2011 2042011 Date Created 2270 72011 11107 Status Date Created 2201 2011 1023 opstine Arclion son Requimad Measuremerl Taeget Ririiree Date Tanget Completion Date Date Completed 2651 2011 mma gt men Honk completes of Tick in the box beside Confirm completion of objective and click Mark As Complete e You will be returned to the PDP Plan screen Once all objectives have been marked as complete you will see a button in the plan details area which says Mark Plan as Complete Description Development Flan Satin Range 1 SO Date Create 2UDUOTA011 11107 Plan As C mplate Ed e Click this button to Mark as Complete e Once marked as complete you will no longer be able to edit your plan or add further objectives 23 35 E Portfolio CPD User Manual v1 0 e However should you wish
29. ogy Learning Ou Good Medical Practice Guid Revalidation Domains Type Diary Assessments lt Previous Month View Mesh OWesk ODay Shaw Date 24 01 2011 Month gt ElResouces 00000 Tc JANUARY 2011 Nominated Events PDP Objectives J eR Qualifications Select ARCP Select Stage Any 1 x RE 1 8 15 17 8 20 8 1 8 22 8 238 nx 25 aE 29 30 You can drenioad your portfolio a single OF archive here 2 Once dyanioadad simply 1 1 ihe archive mio a folder an your computer default view in the diary will be the current month e You are able to modify the way in which the calendar is displayed to you by using the options at the top and pressing Go This is discussed further in section 7 2 7 1 Filters in the View Portfolio area Regardless of the tab you choose to view your portfolio by there are filters available on the right hand side 7 1 1 Select Sources E portfolio CPD entries are coloured so that they are easily distinguishable In the Filters section on the right hand side you will see a Select Sources section This acts as a key as well as a filter These filters will enable to you change the view of what you are seeing should you only wish to view resources for example you will need to untick all of the other options leav
30. ources menu e Click on List Personal Resources e The List Personal Resources is displayed j Personal Resources go Fiters Tile Date Added Type Categories Action e SL i JE hal Certcate 24 01 2011 None Edit L telete Filter dates Total Records 1 From dd mnmyyyy To did mmyy yy Fikar Clear software amp design GGU07 2010 Premier IT retired From here you can edit resources by clicking the Edit link under actions You can also delete resources from here Click in the box beside Delete under Actions then click Update 8 2 2 List Shared Resources The list of shared resources displays any resources you have added which you have marked as public and that have been approved This list also shows resources which have been added by administrators or approved public resources added by other users To view this list Hover over or click on the Resources menu e Click on List Shared Resources he Shared Resources is displayed 1 Shared Resources p fv i T Filter b Date Added Type Description Categories Actions Sota ia huniy Eye Health Course DEI A11 yl London School of Hyg and Tr s TIT Dae 122552011 url Mane Yi Filter by dates Frem Sd mme wy vy Tetal Recorde 2 From here you can view resources by clicking on the View link under Actions e Shared resources cannot be edited 8 2 3 List Proposed Resources This list w
31. pecific ARCP 32 35 E Portfolio CPD User Manual v1 0 Date ef ARCE 2 Covers entries within date range 77 01 2011 te 06 01 2012 Sofwan amp dasign EXCODT 2000 Premier IT All mghis reserved e Review Progress which will direct you to a screen showing the requirements for that stage and where the ARCP is in relation to these requirements This screen is colour coded with a key in the right hand side panel to give guidance on this 33 35 E Portfolio CPD User Manual v1 0 KEY Suggested number reached No Assessments complete Not applicable Once items have been assigned to your ARCP there will be a third option available List Assigned Items Click on this option to view all items which have been associated with the ARCP When your ARCP date has been reached the status of your ARCP will be changed to Under Review and any items associated with this ARCP will be locked Following your ARCP administrators will add an outcome for your ARCP You will be able to see this outcome the status will change to Closed and the ARCP will be locked 10 Common Functionality 10 1 Filters In many of the screens within the CPD tab particularly within the list options e g list personal and nominated events screen you will see filters available to use on the right hand side Where there are filters available you can select specific criteria to narrow down the number of item
32. remembered across all pages 35 35
33. rts Help JO Individualising Therapy to Optimise Outcomes A Clinical Perspective 24 01 2013 Moorfields International Glaucoma Symposium 26 01 2013 Moorfields International Glaucoma Symposium 27 01 2013 Individualising Therapy to Optimise A Clinical Perspective 31 01 2013 The Vitreo Medical Retinal Interface 06 02 2013 North of England Ophthalmic Society Spring Meeting 21 02 2013 24 01 2013 26 01 2013 27 01 2013 31 01 2013 06 02 2013 27 02 2013 Clinical and Academic External Category B Clinical and Academic External Category B Clinical and Academic External Category B Clinical and Academic External Category B Clinical and Academic External Category B Clinical and Academic External Office Approved Office Approved Office Approved Office Approved Office Approved Office AL 2 Home My Details Admin Area Filter by Origin m Origin All D HELP Filter by dates From ayy To dd mm yyyy Filter Clear 15 35 E Portfolio CPD User Manual v1 0 Thes public event ja avadable to add to your diary Monday 10th January 2011 Friday 291 April 2011 Clinical and Academic External Category B Approved London School of Hygiene amp Tropical Medicine London School of Hygiene amp Trogscal Medicine The tuagh element of thes course will also be attended by students from t
34. s displayed on screen Select the drop down arrow next to type orgin or filter In some screens you will have the option to filter by date Once your criteria has been selected click Filter J Filter by Type a 3 Fr Type E Filter by Origin Origin All Filter by dates From dd mm yyyy Filter To reset the screen select the clear button This willremove any filters that have been applied so that all items are displayed once again 34 35 E Portfolio CPD User Manual v1 0 10 2 Sorting Lists In many of the list screens you will see that the headings of the columns are underlined Underlined text is generally a link of some kind In the case of these headings clicking on them will sort the list by your chosen heading Community Eye Health Course 10 017201 Congress 24 05 201 When you have sorted a list you will see a small arrow appear beside the heading Click once to sort in ascending order and a second time to sort in descending order 10 3 Help On the right hand side of many screens you will see a vertical Help button Click on this button to expand a help area Within this area you will see help specific to the page that you are on You are logged i as Tom Trainee Logout D HELP close the help area click on the Help button again Note The help will be collapsed initially but once expanded this state will be
35. s with access d your wi only be able io see Open Events Only you will be able 10 access Events marked as Details Recurrence Seve Dates end Link Sert and Link to Purwadedeon Software amp design 20007 2010 Promier IT All nohis resomed Enter a Title for your event Enter the Start and End date for your event Select an Event Type from the drop down list Select a status Private or Open o Users with access to your portfolio will only be able to see Open Events o Only you will be able to access Events marked as Private e Enter any further Details about your event if appropriate e f you are entering this activity retrospectively you may wish to Add Your Review at this point We will look at reviewing in section 4 5 e Once all details have been entered click Save Details Save and link categories or Save and Link to Revalidation Linking to learning outcomes Revalidation and GMP are optional You can just Save Details should you wish If you click Save and Link to Revalidation you will skip steps 1 and 2 outlined below and go straight to step 3 e f you have clicked Save and Link Categories the Ophthalmology Learning Outcomes step 1 will be displayed 12 35 E Portfolio CPD User Manual v1 0 View Edit Associations Title tests Start Date 0602 2011 10 00 End Date 022011 16 00 Activity Type and Academec Extemal Category E Reviewed Status
36. to reopen your plan the Mark Plan as Complete button will have been replaced by an Open Plan for Editing button Having clicked this you will be free to add further objectives or edit the plan and mark as complete again at a later date 6 Reports 6 1 Categories Summary e Hover over or click on the Reports menu e Click on Categories Summary e The Categories Summary screen is displayed 10 tema Assesaments CAI Clinical history Bir cio Mb AER MEER el INorninated Events fieldy H tama Certificate 244012011 geris Le Objective 1 Completion Objective 1 CAI Amsl t CAS External examination den Certificate 94 01 2011 Pupils 2 Objective 1 Completion Objective 1 Rewer E CAM Applanation 2 tema CAS Slit lamp CAT Fundus examination CAI General medical CATZ developmental Filter Clear CAI examlmatien CAM Neck examinati n CATS Skin joints examination o CAW Differential diagnosis 2 tema 8 tena Expand the list by clicking the symbol or Expand on the right hand side You will now see Personal Resources Subscribed Shared Activities and Personal Activities that have been linked to categories either when adding the item or during the activity review process e The Filters section on the right hand side allows you to filter out specific Item types It a
37. vents events which you have entered into your diary 4 5 3 Unreviewed Events This list will show you any event personal or nominated events which you have not yet added a review for See section 6 5 for reviewing events 4 5 4 Reviewed Events Here you can see all reviewed events 4 5 5 Past Unsubscribed Events Any past College approved events to which you have not added to your diary will be displayed in this list From here you may be able to subscribe to events However it is possible that 18 35 E Portfolio CPD User Manual v1 0 administrators may have set certain events to have a subscribe end date meaning that you will be unable to subscribe to them after that date has passed 4 6 Adding a Special Circumstance You can if you wish request a time extension as a result of an extended absence due to special circumstances If approved this extends your current CPD cycle Requests for time extensions must be approved by an administrator once approved they cannot be changed To add special circumstances e Hover over or click on the CPD menu e Click on Add Special Circumstance e The Add Special Circumstance screen is displayed Add Special Circumstance Special Cincumstance Type paleci Start Date dd mmv yyyy tnd abe oddimm yyyy iCormmant Request lime exl riison O Extend Tine Save Special Circumstance Solar E dass Gy 2010 Pemes IT All nghte reserved Select a Special
38. ys From the Diary e portfolio home page click on the title diary select the name of the activity select the edit tab and click add your review e From the CPD tab click on the List Personal amp Nominated Events click View under actions beside the appropriate event select edit tab click add your review e From the CPD tab click on the Events Awaiting Review click View under actions beside the appropriate event select edit tab selct add your revew Note You can only review an event once it has ended Once in the view screen for your event 17 35 E Portfolio CPD User Manual v1 0 e The Edit Personal Event screen expands to display extra fields Add Your Review Review oc Poms Expenence Gained Resulting Change Seve end Link Categones cv and Leik Farsalidaban e Enter the details as required and click on Save Details Save and link categories or Save and Link to Revalidation as required see section 4 1 for more details 4 5 1 Available Public Events In this list you will see any future public events to which you have not yet subscribed Should you wish to subscribe to an event click view under the Action column next to the title of the event and then click on the subscribe button on the right hand side 4 5 2 Nominated Events Planned activities are all future College approved events to which you have added to your diary and all future personal e
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