Administrator User Guidance

This page will enable administrators to make the most of using the ePortfolio and provide guidance on how to navigate and administer trainee accounts.

Click here to download the full version of the administrator user guidance.

If you are struggling with the new programmes layout in the ePortfolio, please read our overview document Training Programmes in the ePortfolio for advice.

Please note the ePortfolio has had some major changes and the user guidance will be updated periodically to reflect the new changes.

Role and responsibility for a Dearnery/Postgraduate Centre/Trust Administrator

Local administrators should be supporting trainees with their ePortfolio administration. Administrators are responsible for the following:

• Adding the correct programme trainee has been appointed to for CMT and Specialty level
• Ensuring the trainees post is updated with the correct start/end dates of post and rotations
• Adding Educational, Clinical, Academic and Programme Directors to trainees post
• Ensuring all supervisors have an ePortfolio account
• Provide advice and guidance to supervisors and trainees on how to use ePortfolio
• Move assessment form
• Resetting of passwords
• Creation of accounts
• Ensuring that ARCPs form are entered
 

 We have made video clips to make it easier to understand and follow. Please click on the title to play the video.

1. How to add a training programme and post

2. How to add a supervisor to a post

3. How to move assessment in wrong post

4. How to register an OOP episode

5. How to reset a password

6. How to administer a role location

7. How to log an ARCP

8. How to log an Alert on ePortfolio

9. How to administer courses and seminar

10. How to search for a trainee using 'all location'

11. How to move post to correct training programme 

12. How to run reports