Guide overview
This guide will explain how to complete the requirements of the Phase III portfolio in MyProgress.
For each placement in Phase III of the MB BS programme, you are required to complete a number of portfolio activities. Full details on the Phase III portfolio requirements can be found in the Phase III handbook available on Blackboard.
Online Portfolio forms
You will complete the following portfolio forms via the online platform.
Watch this video to understand the placement allocation workflow.
Follow these steps to complete the Placement Allocation form with your Educational Supervisor.
- Navigate to the portfolio forms for your current placement. Click on the items tab. Select complete new on the Placement Allocation tab. The placement allocation form will open in a pop-up window.

- Your supervisor needs to confirm they will act as your supervisor. They’ll then fill in their name and email address. The email address they enter will be used to create their account.
- In the top right-hand corner select Submit and then confirm the submission. You will be redirected back to the items tab and will see a brief message stating the form was successfully submitted.

- Your supervisor will get an email notification confirming that they completed the Placement Allocation form with you. Once logged in to MyProgress, they’ll be able to access your current placement portfolio forms directly from their homepage. If they don’t have a MyProgress account, they’ll receive an email with instructions to validate their account.
- The completed form will be visible via completed responses under the Placement Allocation tab. Only forms that have the status of submitted can be viewed under the Placement Allocation tab. The tally of forms on the tab will update with the number of completed form responses.

Follow these steps to complete a Reflection form in MyProgress:
- Navigate to your current placement portfolio forms. Click on the items tab. Select complete new on the Reflections tab.

- In the new form window select the relevant block, domain, and enter your reflection in the text boxes.

- If at this point you choose to save and close the form, you will be redirected back to the Reflections tab. You can select complete new and choose to access the draft again.

- You can delete a form in progress by selecting to delete in the top left-hand corner of the form.
- If you are happy with your form, select submit in the top right-hand corner. Confirm again. You will be redirected back to the Reflections tab and will see a brief message stating the form was successfully submitted.

- The completed form will be visible via completed responses under the Reflections tab.

- The tally of forms on the Reflections tab will update with the number of completed form responses.

Follow these steps to complete an Inter-professional Education Case Template form in MyProgress:
- Navigate to your current placement portfolio forms. Click on the items tab. Select complete new on the Inter-professional education case templates tab.

- In the new form window select the relevant block, enter the clinical/community placement, clinical setting and case summary. Then complete the fields under the two sections; consider the case from your own perspective and that of others, and reflect on the differences and similarities of other roles of the multidisciplinary team and the way they support each other and the patient.

- If at this point you choose to save and close the form, you will be redirected back to the Inter-professional education case templates tab. You can select complete new and choose to access the draft again.

- You can delete a form in progress by selecting to delete in the top left-hand corner of the form.
If you are happy with your form, select submit in the top right-hand corner. Confirm again. You will be redirected back to the Inter-professional education case templates tab and will see a brief message stating the form was successfully submitted.- The completed form will be visible via completed responses under the Inter-professional education case templates tab.

- The tally of forms on the Inter-professional education case templates tab will update with the number of completed form responses.

Follow these steps to upload a Pharmacist Assessed Prescribing Activity form to the online system:
- Navigate to your current placement portfolio forms. Click on the items tab. Select complete new on the Pharmacist assessed formative prescribing activities form tab.

- In the new form window select the relevant block and prescribing training activity. Then upload from your device saved images of prescription chart/s. You can manually upload or drag and drop form your device. You can then click on the thumbnail of the uploaded image and check you are happy with the preview of the image. Then enter the pharmacist name in the next field on the online form.

- If at this point you choose to save and close the form, you will be redirected back to the Pharmacist assessed formative prescribing activities form tab. You can select complete new and choose to access the draft again. You can delete a form in progress by selecting to delete in the top left-hand corner of the form.

If you are happy with your form, select submit in the top right-hand corner. Confirm again. You will be redirected back to the Pharmacist assessed formative prescribing activities form tab and will see a brief message stating the form was successfully submitted.- The completed form will be visible via completed responses under the Pharmacist assessed formative prescribing activities form tab.

- The tally of forms on the Pharmacist assessed formative prescribing activities form tab will update with the number of completed form responses.

Follow these steps to review the Clinical Placement Review form completed by your Educational Supervisor:
Portfolio forms completed via the mobile app
You will need to complete the following forms via the app.
Follow these steps to complete an OSLER form in the MyProgress app:
- Select the OSLERs form from the portfolio forms section on the app homepage.

- A new form will open.
- Select the relevant block from the drop-down options.

- Hand your device to the assessor. Your assessor will provide you with a grade for the following criteria: gathering information, physical/mental state examination, problem solving and relationship with patients, and patient management.
- They will also need to provide feedback in the feedback fields.
- They will then need to sign the form and provide their name and NHS email address. Click on submit to complete the form.

- Confirm submission again.

- You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.

- The OSLERs tab will update to reflect the latest tally of completed forms.

- The assessor will receive an email confirmation. The completed form will be visible to you via completed responses under the OSLERs tab via the online portfolio system.
Follow these steps to complete a Case-Based Discussion form in the MyProgress app:
- Select the Case-Based Discussions form from the portfolio forms section on the app homepage.

- A new form will open.
- Select the relevant block from the drop-down options, enter the clinical setting and provide a case summary.

- Hand your device to the assessor. Your assessor will provide you with a grade for the following criteria: medical record keeping, clinical assessment, investigation and referrals, immediate clinical management, follow up and future planning, professionalism, and overall clinical care. They will also feedback on agreed development.
- They will then need to indicate their role, sign the form and provide their name and NHS email address. Click on submit to complete the form.

- Confirm submission again.

- You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.

- The Case-Based Discussions tab will update to reflect the latest tally of completed forms.
- The assessor will receive an email confirmation. The completed form will be visible to you via completed responses under the Case-Based Discussions tab via the online portfolio system.

Follow these steps to complete a Clinical Supervisor Feedback form in the MyProgress app:
- Select the Clinical Supervisor Feedback form from the portfolio forms section on the app homepage.

- A new form will open.

- Select the relevant block from the drop-down options. Complete the field regarding the activity observed.
- Hand your device to the assessor. They will provide you with feedback regarding the areas in which you performed well and areas in which you could improve. They will then select their role. They will then need to sign the form and provide their name and NHS email address. Click on submit to complete the form.

- Confirm submission again.

- You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.

- The Clinical Supervisor Feedback form tab will update to reflect the latest tally of completed forms.

- The assessor will receive an email confirmation. The completed form will be visible to you via completed responses under the Clinical Supervisor Feedback tab via the online portfolio system.
Follow these steps to complete a Prescribing activities form in the MyProgress app:
- Select the Prescribing activities form from the portfolio forms section on the app homepage.

- A new form will open.

- Select the relevant block and prescribing training activity from the drop-down options.
- Hand your device to the assessor. They will need to sign the form and provide their name and NHS email address. Click on submit to complete the form.

- Confirm submission again.

- You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.

- The Prescribing activities form tab will update to reflect the latest tally of completed forms.

- The assessor will receive an email confirmation. The completed form will be visible to you via completed responses under the via the online portfolio system Prescribing activities form tab.


