The ePortfolio for The ePortfolio for Physician Physician TrainingTraining

JRCPTB

ObjectivesObjectives

Explain the purpose of the JRCPTB Explain the purpose of the JRCPTB ePortfolioePortfolio

Describe the different user roles and Describe the different user roles and responsibilitiesresponsibilities

Show how to use the ePortfolio to Show how to use the ePortfolio to support the curriculum and record support the curriculum and record progressprogress

ExclusionsExclusions

This session will This session will notnot cover: cover: How to conduct workplace-based How to conduct workplace-based

assessmentsassessments How to perform appraisalsHow to perform appraisals The detail of curriculaThe detail of curricula How to be an educational supervisorHow to be an educational supervisor How to manage trainees in difficultyHow to manage trainees in difficulty

Purpose of ePortfolioPurpose of ePortfolio

Collection of evidence to inform Collection of evidence to inform decisions on trainee’s progressdecisions on trainee’s progress

Tools to support trainee’s education Tools to support trainee’s education and development, eg reflective and development, eg reflective practicepractice

BackgroundBackground

Provided by NHS Education for Provided by NHS Education for Scotland to specification from Joint Scotland to specification from Joint Royal Colleges of Physicians Training Royal Colleges of Physicians Training BoardBoard

Shared system with Foundation and Shared system with Foundation and other specialtiesother specialties

In use for Core Medical Training In use for Core Medical Training since August 2007since August 2007

Version 2.o – August 2008Version 2.o – August 2008

Why Use an ePortfolio?Why Use an ePortfolio?

Portfolio brings the curriculum to Portfolio brings the curriculum to lifelife

Accessible ‘anywhere’Accessible ‘anywhere’ Single shared record for supervisor Single shared record for supervisor

and traineeand trainee Supports ARCP Supports ARCP

RolesRoles

TraineeTrainee Supervisor – Educational/ClinicalSupervisor – Educational/Clinical Tutor / Programme DirectorTutor / Programme Director Administrators – Deanery / LocalAdministrators – Deanery / Local AssessorsAssessors

RolesRoles

Roles divided by training group, eg Roles divided by training group, eg “foundation trainee”, “physician “foundation trainee”, “physician trainee”, “foundation supervisor”, trainee”, “foundation supervisor”, “physician supervisor”“physician supervisor”

Need to switch roles to see history Need to switch roles to see history (eg if a current physician trainee (eg if a current physician trainee was previously in foundation)was previously in foundation)

Need to switch roles to perform Need to switch roles to perform different tasks (eg supervising different tasks (eg supervising physician and foundation trainees)physician and foundation trainees)

www.nhseportfolios.orgwww.nhseportfolios.org

Switch role here

Trainee ResponsibilitiesTrainee Responsibilities

Ensure the portfolio is kept up to dateEnsure the portfolio is kept up to date Arrange assessments and ensure Arrange assessments and ensure

recordingrecording Prepare drafts of appraisal formsPrepare drafts of appraisal forms Maintain PDPMaintain PDP Encouraged to record reflections on Encouraged to record reflections on

learninglearning Record progress through curriculumRecord progress through curriculum

Supervisor ResponsibilitySupervisor Responsibility

Use portfolio evidence to inform Use portfolio evidence to inform appraisal meetings:appraisal meetings: AssessmentsAssessments ReflectionsReflections PDPPDP

Update the record of progress Update the record of progress through the curriculumthrough the curriculum

Write End of Attachment AppraisalsWrite End of Attachment Appraisals Write Supervisor’s ReportsWrite Supervisor’s Reports

Administrator Administrator ResponsibilitiesResponsibilities

Add new usersAdd new users Manage users’ roles and locationsManage users’ roles and locations Manage details of posts and links Manage details of posts and links

between trainees and supervisorsbetween trainees and supervisors Provide local support – eg reset lost Provide local support – eg reset lost

passwordspasswords

Trainee Home PageTrainee Home Page

Menuitems here

Supervisor/Admin ViewSupervisor/Admin ViewSelect trainee hereAccess trainee menu here

Workplace-Based Workplace-Based AssessmentsAssessments

For Core Training: DOPS, mini-CEX, For Core Training: DOPS, mini-CEX, CbD, ACATCbD, ACAT

For Speciality Training: some For Speciality Training: some variations on thisvariations on this

Assessments can be entered by:Assessments can be entered by: SupervisorsSupervisors Trainees on behalf of assessorsTrainees on behalf of assessors Assessors, by use of “ticket” systemAssessors, by use of “ticket” system

Assessment TicketsAssessment Tickets Trainee (or supervisor) uses “request Trainee (or supervisor) uses “request

external assessment” to record assessor external assessment” to record assessor name, email (if known), post, assessment name, email (if known), post, assessment typetype

Ticket code createdTicket code created Email request (with link) sent to assessorEmail request (with link) sent to assessorOrOr Print page and pass to assessorPrint page and pass to assessor Assessor follows instructions to record Assessor follows instructions to record

assessmentassessment

Reflective PracticeReflective Practice

Trainees encouraged to reflect on Trainees encouraged to reflect on learning events and record these, eg:learning events and record these, eg: LecturesLectures CoursesCourses Interesting casesInteresting cases PostsPosts

Reflections can be private or sharedReflections can be private or shared Can be linked to curriculum Can be linked to curriculum

competencies as evidencecompetencies as evidence

Curriculum ProgressCurriculum Progress

Curriculum competencies can be viewedCurriculum competencies can be viewed Trainee can record opinion on progressTrainee can record opinion on progress Supervisor to record progress by Supervisor to record progress by

competencycompetency Not expected to review all competencies Not expected to review all competencies

every meetingevery meeting In future will display only relevant curricula In future will display only relevant curricula

for specialty and stage of trainingfor specialty and stage of training Full curricula on Full curricula on www.jrcptb.org.ukwww.jrcptb.org.uk

Personal LibraryPersonal Library

Can now upload files into the Can now upload files into the ePortfolio:ePortfolio:eg abstracts, papers, certificates, eg abstracts, papers, certificates,

presentationspresentations 20MB limit at present20MB limit at present Avoid large image-heavy filesAvoid large image-heavy files Shared or PrivateShared or Private Organise into foldersOrganise into folders

Open file

here

Organise in folders

AppraisalAppraisal

Three appraisal forms per post:Three appraisal forms per post: InductionInduction Mid-Point (optional)Mid-Point (optional)

These can be completed in draft by These can be completed in draft by trainee and confirmed by supervisortrainee and confirmed by supervisor

End of AttachmentEnd of AttachmentCan only be written by supervisorCan only be written by supervisor

Use this to save a draft which can be edited later

Personal Development Personal Development PlanPlan

Trainee maintains PDPTrainee maintains PDP Agree with supervisor and review at Agree with supervisor and review at

appraisal meetingsappraisal meetings Trainee ticks off items when Trainee ticks off items when

achieved.achieved. Supervisors not required to Supervisors not required to

countersigncountersign

Supervisor’s ReportSupervisor’s Report

JRCPTB versionJRCPTB version Based on Gold GuideBased on Gold Guide For Core and Specialty TrainingFor Core and Specialty Training Flexible use:Flexible use:

Single post (eg 4/6 months)Single post (eg 4/6 months) Whole yearWhole year Clinical / Educational SupervisorClinical / Educational Supervisor

Important input to ARCPImportant input to ARCP

ARCPARCP

Annual Review of Competence ProgressionAnnual Review of Competence Progression Process defined in Gold GuideProcess defined in Gold Guide Guided by “ARCP Decision Aids” Guided by “ARCP Decision Aids”

Available on Available on www.jrcptb.org.ukwww.jrcptb.org.uk Deanery panel records outcome in Deanery panel records outcome in

ePortfolioePortfolio Can use form for:Can use form for:

ARCPARCP Interim portfolio reviewsInterim portfolio reviews