Skip to main content
MRCPUK JRCPTB CPD

Training

ePortfolio FAQs

Getting started

How secure is the ePortfolio?

The ePortfolio has been designed and built with full consideration for security from the outset. NHS ePortfolios regularly test the platform and they are subject to regular external audit of their systems (e.g. by attempting to break the security measures). Please refer to the Federation Privacy Policy for further information.

What will happen if I forget my username or password?

Users can click 'Request Forgotten Password' on the login page and details will be sent to their e-mail address as long as this has been recorded in their ePortfolio profile.

Alternatively, administrators can find a Trainee in the Administer Users section of ePortfolio and their Username is displayed here.  Administrators can also request that a password be reset.

How do I get/find out my username and password?

New users will be added and an automatic e-mail will be sent via NHS eportfolios with a username and password.  As this is automated, please ensure you check both your inbox and your junk folder for the email.  When logging in for the first time you will be asked to set up a password.

Who can use the ePortfolio?

The ePortfolio has a number of user roles.  These include:

  • Resident doctors in training
  • Non-training doctors in service grades
  • Educational, Clinical or Academic Supervisors
  • Physician Tutors
  • Training Programme Directors
  • Heads of Schools of Medicine
  • External Advisors
  • External Assessors (completing ticket requests)
  • ARCP panel members
  • Deanery and Trust administrators

Find out more.

How does the JRCPTB ePortfolio link with the Foundation ePortfolio?

In August 2017 HEE moved its foundation e-portfolio to Horus ePortfolio and Scotland, Wales and Northern Ireland to the new version of the NES e-portfolio platform – Turas. Therefore the e-portfolio used during the UK Foundation Programme for England is no longer the same as the JRCPTB e-portfolio.

Who can see my ePortfolio?

Supervisors, tutors, training programme directors and heads of schools of medicine who have been linked with your training programme as well as administrators in your trust and deanery, ARCP review panels and JRCPTB staff.

Reflections which you have not shared cannot be seen by anyone other than you.

Are there any user guides on how to use the ePortfolio?

Yes. Short userguide videos can be found on the NHS Eportfolios You Tube page.

Do all ACCS trainees have to use the ePortfolio?

Trainees who have been appointed to an ACCS (Internal Medicine) programme will have access to the JRCPTB ePortfolio once they have enrolled. You will be assigned the ACCS curriculum for the first two years of the programme but you should then use the Internal Medicine stage 1 curriculum to record evidence in the next two years of the programme. Please refer to the guidance published on the ACCS Training website.

For ACCS trainees on an Emergency Medicine or Anaesthetics pathway you will need to contact the relevant College to obtain ePortfolio access. Details are available on the ACCS Training website.

Who is responsible for my ePortfolio?

You are solely responsible for ensuring that you keep your ePortfolio up to date. This includes the adding or amending of post or supervisor details.   Guidance on how to add posts or supervisors can be found on the NHS Eportfolios You Tube page.

Do resident doctors have to pay to use the ePortfolio?

It is a requirement that resident doctors in training enrol with the JRCPTB, as stated in the "Gold Guide". An enrolment fee is payable when completing your enrolment. An ePortfolio access fee is also payable by resident doctors in service posts who are wanting to use the ePortfolio to record experience and acquisition of capability.

Are there any user guides on how to use the ePortfolio?

Yes there are user guides for trainees, trainers and administrators. Please read and download the step by step guides on the number of functions available on the ePortfolio on the ePortfolio user guides page.

Updating and using ePortfolio

As an IMT/ACCS-IM trainee, how can I record my acute take experience, clinic attendance and procedures?

A tool is provided to assist IMT and ACCS-IM trainees in recording their clinical activity.  This Excel spread sheet can be used to record procedures and attendance at clinics and to calculate number of patients seen on the acute take. This will help in completing the summary of clinical activity and teaching attendance on the ePortfolio. The spread sheet can be uploaded to the personal library in the ePortfolio.

Should supervisors request assessments for their trainees?

Ultimately, it is the trainee's responsibility but a supervisor us able to request assessments if they feel it is appropriate following a review of a trainee's development.

Why can't I see my MSF results in ePortfolio?

Only a supervisor can see individual multi-source feedback (MSF) assessment forms. Once the required minimum number of forms threshold has been reached, an anonymised summary can then be released by your Educational Supervisor. A minimum of 12 MSFs must be completed before the supervisor can release the summary. Once the summary has been released, it will be visible.

Can trainees request assessments for previous posts?

Assessments should be carried out whilst in post and recorded promptly. It is possible to record an assessment against a previous post, which may be useful around the time of changeover of posts. Please note that the system will not allow entry of forms on previous posts after 60 days.

Am I allowed to edit an assessment in ePortfolio?

Assessments can be amended if saved in draft. Once an assessment has been saved as non-draft, it cannot be edited.  If you become aware of incorrect information contained in an assessment, please contact eportfolioteam@thefederation.uk with details.

Who is responsible for recording assessments in ePortfolio?

The supervisor, assessor and trainee all have the ability to record assessments; however, you may wish to seek advice locally on the preferred method for recording an assessment. Ideally it is a trainee-led ePortfolio so the onus on completing the records lies with the trainee.

If a file is shared in the personal library, who can see it?

If your file is shared, then your supervisor and anyone else who has access rights to you portfolio will be able to see it. It you select it as unshared or private, only you can see it.

I can't find my trainee in the ePortfolio, what should I do?

Notify your local administrator who should be able to deal with this.  See the deanery contact list to find out the contact details for your local administrator.

Why can't I see my curriculum?

Depending on the specialty programme you have been appointed to, you will automatically be given access to the IMT curriculum or the relevant specialty specific curriculum including sub-specialty curriculum (if applicable) once your post and programme has been added on the ePortfolio. Please contact eportfolioteam@thefederation.uk if you are unable to view your curriculum on the curriculum tab on your ePortfolio.

My current post details are wrong in ePortfolio, how can I correct them?

You can update your post details directly through your ePortfolio.  See our user guide and video for full instructions.

How to video

How do I link evidence in my ePortfolio to curriculum competencies?

On each curriculum there is a link icon at the end of each row. This tool enables you to link to evidence to support your self-rating. Evidence might include assessments, reflections or certificates. This link is reciprocal so you might find it easier to link an assessment or reflection to relevant competencies at the time you record it. See the trainee user guides for more details.

Who can assess trainees?

For mini-CEX, ACAT and CBDs assessors can be any doctor with appropriate experience beyond CMT/IMT level (SpR/ ST3 grade and above). For DOPS assessors can be anyone with expertise in the procedure, including experienced nurses and allied health professionals as appropriate. Trainees should not be assessed by colleagues of the same grade (other than during multi-source feedback).

What evidence do I need to associate with the curriculum?

Evidence can include supervised learning events (SLEs) and other workplace based assessments, reflective logs, certifcates and examiations as evidence of learning and exploration of the curriculum. 

Who enters information into the ePortfolio?

You must take personal responsibility for the main parts of the ePortfolio and should complete most of the data entry, eg:

  1. Declarations and agreements
  2. Self assessment
  3. Personal development plan
  4. Initial appraisal meeting forms with advice at the meeting from the educational supervisor
  5. Mid-point appraisal
  6. All elements of personal reflective practice

It is your responsibility to arrange workplace assessments and to ensure that the relevant assessments are completed for the year of training according to the specialty ARCP Decision Aid. The educational supervisor should maintain the record of curriculum capability ratings throughout an attachment and write the end of attachment appraisal and supervisor's report. Remember that supervisors do not have to conduct the majority of assessments for their trainees.

What is the purpose of the personal library?

The personal library is a place for you to store electronic documents originating outside of your ePortfolio, which you may wish to link to as evidence in your ePortfolio. You can upload any file type and space is unlimited. A number of generic folders are provided to organise your files into folders and subfolders but you can also create further folders should you wish to.

Where do I record attendance at teaching/courses?

Trainees are encouraged to complete a log of teaching attendance and record reflections on teaching events they have attended as part of their reflective practice. Details should include the course they have been on, time spent in attendance and their reflections on it - what they learnt, how it will change their practice etc. The ePortfolio does not have a formal attendance register but the annual Summary of Clinical Activity and Teaching Attendance requires number of hours teaching attendance. 

What should I use the messaging system for?

The messaging system is used to communicate with users regarding support queries. The ePortfolio messaging system is also an optional tool for sending messages to other users of the ePortfolio, e.g. trainees, assessors and administrators.

Are there any user guides on how to use the ePortfolio?

Yes, there are user guides for trainees, trainers and administrators. Please read and download the step by step guide on the number of functionalities available on the ePortfolio on the ePortfolio user guides page.

Technical questions

How do I download my ePortfolio?

A short video providing guidance on how to download all or part of your ePortfolio as a pdf document can be found on the NHS ePortfolios YouTube page here.

What is the space restriction for uploading documents?

Personal library space capacity is unlimited. 

How is security ensured in ePortfolio?

All information stored within ePortfolio is held under stringent security conditions. All areas of the ePortfolio are only accessible via an authenticated log on a secure server (https). Passwords stored in the ePortfolio database are stored in an encrypted format such that it is not possible to extract passwords from the database directly. No data in ePortfolio should directly identify patients or patient records. Areas in the ePortfolio marked as "Private" will not be accessible to any other users other than the owner, or by system management acting under the wishes of the owner to correct a software or data issue.

Can I save a copy of the data on my PC and work on it offline?

Forms must be completed while online. If you lose internet connectivity whilst completing the form, it will be saved in draft and can then be completed and saved when connectivity has been resumed.

Recording and editing assessments

Why can't I see my MSF results in ePortfolio?

Only a supervisor can see individual multi-source feedback (MSF) assessment forms. Once the required minimum number of forms threshold has been reached, an anonymised summary can then be released by your Educational Supervisor. A minimum of 12 MSFs must be completed before the supervisor can release the summary. Once the summary has been released, it will be visible.

Should supervisors request assessments for their trainees?

Ultimately, it is the trainee's responsibility but a supervisor us able to request assessments if they feel it is appropriate following a review of a trainee's development.

How do I link evidence in my ePortfolio to curriculum competencies?

On each curriculum there is a link icon at the end of each row. This tool enables you to link to evidence to support your self-rating. Evidence might include assessments, reflections or certificates. This link is reciprocal so you might find it easier to link an assessment or reflection to relevant competencies at the time you record it. See the trainee user guides for more details.

Who can assess trainees?

For mini-CEX, ACAT and CBDs assessors can be any doctor with appropriate experience beyond CMT/IMT level (SpR/ ST3 grade and above). For DOPS assessors can be anyone with expertise in the procedure, including experienced nurses and allied health professionals as appropriate. Trainees should not be assessed by colleagues of the same grade (other than during multi-source feedback).

What evidence do I need to associate with the curriculum?

Evidence can include supervised learning events (SLEs) and other workplace based assessments, reflective logs, certifcates and examiations as evidence of learning and exploration of the curriculum.