Sheet 2 Dec 2013

  1. ES should Set up a draft ESR at the beginning of training and at the beginning of each 6-month training period.

  2. GPST and ES agree date for review meeting to be 10-24 days before ARCP. See: Timeline for the ESR and ARCP

  3. GPST ensures all mandatory assessments are up to date by time of ES Review.  The PSQ and MSF should be complete by 1 week before review and relevant CSRs submitted for all completed placements (including GP and 4-month hospital jobs) since last review.

  4. ES "releases" MSF/PSQ to GPST at least one week before review (see the FAQ:16. MSF/PSQ "How do I view the feedback and summary?" on the ePortfolio FAQ page for more guidance.

  5. 1-2 weeks before the review, ES updates linkages of learning log entries that are likely to give useful evidence re competency areas for the ESR.  If supervising an ST3, the ES may find it helpful to document observed behaviours in a separate CSR which can subsequently be used as evidence in the ESR.

  6. 1 week before the review, ES checks that all assessments and CSRs have been completed.  If not, either postpone the review, or advise GPST that the outcome may be Unsatisfactory. Check for any relevant entries in the “Educator Notes” section.

  7. By the week before the review, GPST writes a self-assessment of competencies, ensuring that all statements are referenced to specific evidence from within the portfolio - up to three pieces of linked evidence can be hyperlinked (tagged) and referred to in order to illustrate and support the judgements.

  8. On the day of the review, the ES opens the previously saved review by clicking on the Edit icon.

  9. First check that the dates on the Set up page are correct, proceed to the Curriculum Coverage (linkages to log entries). Coverage should be appropriate to the stage of training and, by the final review, should be in all areas. Columns show coverage in the since the last review, in the current year and i the whole of training.  Make comments in all 3 boxes.

  10. Next look at the skills log.  Coverage should be appropriate for jobs done (ie Cervical cytology during gynae), and all 8 mandatory DOPS must be completed by the final review by appropriate assessors.

  11. Next look at the PDP.  Objectives should be SMART, and appropriate to the stage of training, there should be some entries every 6 months. Note that up to five agreed actions from the competency ratings can be added by the ES to the PDP.

  12. Next look at the self-assessment of the 12 competency areas.  This gives an indication of insight and degree of reflection. The GPST should normally have identified at least 3 pieces of portfolio evidence to highlight progress and/or learning in each area which should then be hyperlinked (tagged).

  13. The ES then makes an assessment of progression in each competency.  It is important to reference these judgements to specific pieces of dated portfolio evidence.  If the GPST has already identified appropriate evidence, then this can be used, otherwise additional evidence related to each area should be identified and added via the hyperlinks. If the GPST has identified the most appropriate evidence for a particular competency and interpreted it well, then as the ES you can state that, and do not need to add further explanation.  It would be very unusual for this to be the case for each competency.   For examples of relevant evidence see Evidence requirements for Competencies and for a worked example of an assessment see Practical Example of an Evidence-Based ES Report 4.12. 

  14. In all cases for each competency, write some actions before the next review INCLUDING if this is the final ESR - because the next review will in effect be their first NHS appraisal. 

  15. Finally, move to the last tab "Finish Review" and comment whether the learning log and self-assessment evidence is adequate and reflective and whether the other assessments have adequate comments.  Ensure the OOH and CPR/AED is checked and ticked, if appropriate, and make general comments re progress, and suggestions for development in the next stage of training.   A judgement of “Unsatisfactory” should be made if there is poor progress, or “Panel opinion requested” if only minor pieces of evidence are missing.  Both ES and GPST need to sign off the report before the ARCP.