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MB BS: Phase III Portfolio Student Guide

Guide overview

This guide will explain how to complete the requirements of the Phase III portfolio in MyProgress.

MyProgress has replaced the OpenCampus platform, which was decommissioned in July 2025.

The MyProgress portfolio provides an ongoing record of your progress throughout the school. It is an important source of developmental (formative) feedback as well as a record of completed work and achieved grades. It should be the focus of a discussion with your Education Supervisor at the beginning and end of each new placement. Your supervisor will review all of your forms and discuss these with you in your Clinical Placement Review meeting.

You will need to work with your supervisors to ensure that all portfolio requirements are completed in a timely fashion. It is important to remember that satisfactory completion of the MyProgress portfolio is a mandatory requirement for entry into the end of year summative assessments (as outlined in the Code of Practice on Assessment and Examination).

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.

Further information on how to access and navigate the online system can be found on our: MB BS: Orientation of the online system guide.

Placement Allocation

Placement Allocation form workflow

The Placement Allocation form allows you to share your MyProgress portfolio with your Educational Supervisor. It’s important to complete this form at the start of each placement to ensure your supervisor has timely access.

Key information:

  • Completing the Placement Allocation form is the only way to provide supervisors with access to your portfolio.
  • You can grant access to multiple Educational Supervisors at any time during a placement.
  • Educational Supervisor access is automatically removed at the end of the placement.
  • Your supervisor will need to create an account on MyProgress, if they do not already have one. Instructions on how to do this can be found on our Educational Supervisor guide.

Watch this video to understand the placement allocation workflow.

 

Follow these steps to complete the Placement Allocation form with your Educational Supervisor.

  1. 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.
    MyProgress placement allocation tab
  2. 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.

If your Educational Supervisor already has a MyProgress account, when completing this form they need to use the same email address linked to their account.

MyProgress placement allocation form Y5

  1. 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.MyProgress success message form submission
  2. 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.
  3. 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.MyProgress placement allocation completed form

Reflections
Reflection form workflow

Reflections must be completed using the online form.  In each placement you’re required to complete a number of reflection forms. In your final placement, you’re also required to complete an end of year self-appraisal form.

Follow these steps to complete a Reflection form in MyProgress:

  1. Navigate to your current placement portfolio forms. Click on the items tab. Select complete new on the Reflections tab.MyProgress reflections tab
  2. In the new form window select the relevant block, domain, and enter your reflection in the text boxes. MyProgress reflections form
  3. 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.
    MyProgess draft reflections form
  4. You can delete a form in progress by selecting to delete in the top left-hand corner of the form.
  5. 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.MyProgress success message form submission
  6. The completed form will be visible via completed responses under the Reflections tab.MyProgress completed reflections response
  7. The tally of forms on the Reflections tab will update with the number of completed form responses.MyProgress reflections tally tab.
Inter-professional Education Case Templates
Inter-professional Education Case Template form workflow

Inter-professional learning enables students to understand and respect the multidisciplinary perspective of patient care and how it relates to the role of doctors. Inter-professional education case templates must be completed using the online form.

Follow these steps to complete an Inter-professional Education Case Template form in MyProgress:

  1. Navigate to your current placement portfolio forms. Click on the items tab. Select complete new on the Inter-professional education case templates tab.Inter-professional education case templates
  2. 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.Inter-professional education case templates Y5 new form
  3. 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.MyProgess draft reflections form
  4. You can delete a form in progress by selecting to delete in the top left-hand corner of the form.
  5. MyProgress success message form submissionIf 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.
  6. The completed form will be visible via completed responses under the Inter-professional education case templates tab.Inter-professional education case templates Y5 completed.
  7. The tally of forms on the Inter-professional education case templates tab will update with the number of completed form responses.Inter-professional education case templates Y5 completed tally
Pharmacist Assessed Formative Prescribing Activities
Pharmacist Assessed Formative Prescribing activities form workflow

You are required to complete a number of practice prescription activities with your allocated pharmacist. During the face-to-face discussion, the pharmacist will complete and sign a paper-based assessment form. It’s your responsibility to upload this to MyProgress. You will need to take a photograph of the written prescribing form and upload this to the online system.

During the GP rotation you are not required to complete the Prescribing Activities or Pharmacist Assessed Formative Prescribing Activities. The forms will still appear in your portfolio, but you are not required to complete them.

Follow these steps to upload a Pharmacist Assessed Prescribing Activity form to the online system:

  1. Navigate to your current placement portfolio forms. Click on the items tab. Select complete new on the Pharmacist assessed formative prescribing activities form tab.Pharmacist assessed formative prescribing activities
  2. 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.Pharmacist assessed formative prescribing activities
  3. 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.MyProgess draft reflections form
  4. MyProgress success message form submissionIf 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.
  5. The completed form will be visible via completed responses under the Pharmacist assessed formative prescribing activities form tab.Pharmacist assessed formative prescribing activities completed
  6. The tally of forms on the Pharmacist assessed formative prescribing activities form tab will update with the number of completed form responses.Pharmacist assessed formative prescribing activities completed tally

Clinical Placement Review
Clinical Placement Review form workflow

The Clinical Placement Review form is completed by your Educational Supervisor during your review meeting at the end of each placement.  You should ensure your Clinical Placement Review meeting takes place before the end of your placement so your supervisor can complete the form on time.

This form will only appear under the Clinical Placement Review tab in your student view once it has been completed by your supervisor.

Follow these steps to review the Clinical Placement Review form completed by your Educational Supervisor:

  1. Navigate to your current placement portfolio forms. Click on the items tab. Select the Clinical Placement Review tab.MyProgress clinical placement review tab
  2. As stated above, you will have a view on the form once completed by your supervisor. When the completed form appears under responses, click on it to see detailed information.MyProgress clinical placement review meeting completed form

Portfolio forms completed via the mobile app

You will need to complete the following forms via the app.

Further information on how to install and configure the app can be found on our: MB BS MyProgress mobile app guide.

OSLERs
OSLERs form workflow

At the start of an OSLER assessment, you will need to complete the first section of the OSLER form using the MyProgress app before handing your device to the assessor.

Assessor role:

  • The assessor will enter their feedback and grading directly into the app.
  • They will also provide their signature and email address.
  • MyProgress account is not required for the assessor to complete the form.
  • Once submitted, the assessor will receive an email confirmation of the completed form.

Follow these steps to complete an OSLER form in the MyProgress app:

  1. Select the OSLERs form from the portfolio forms section on the app homepage.MyProgress Y5 Osler form app
  2. A new form will open.
  3. Select the relevant block from the drop-down options.Osler Y5 MyProgress form app
  4. 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.
  5. They will also need to provide feedback in the feedback fields.
  6. They will then need to sign the form and provide their name and NHS email address. Click on submit to complete the form.Myprogress placement allocation app form
  7. Confirm submission again.Myprogress placement allocation app form confirm submission
  8. You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.Myprogress app placement allocation form submitted message
  9. The OSLERs tab will update to reflect the latest tally of completed forms.MyProgress app OSLERs tab
  10. 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.

You can view the assessor’s feedback by opening the form in the online system.

Case-Based Discussions
Case-Based Discussions form workflow

This form provides an opportunity to discuss a patient you’ve seen in secondary care and receive immediate feedback. Any qualified doctor in the hospital can facilitate this discussion.

You’ll need to complete the first section of the Case-Based Discussion form in the app. The assessor will then provide feedback and grading, enter their signature and email address, and submit the form. They do not need a MyProgress account. Once submitted, they’ll receive an email notification confirming the completed form.

Follow these steps to complete a Case-Based Discussion form in the MyProgress app:

  1. Select the Case-Based Discussions form from the portfolio forms section on the app homepage.MyProgress Y5 CBD form app
  2. A new form will open.
  3. Select the relevant block from the drop-down options, enter the clinical setting and provide a case summary.Y5 CBD app form
  4. 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.
  5. 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.Myprogress placement allocation app form
  6. Confirm submission again.Myprogress placement allocation app form confirm submission
  7. You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.Myprogress app placement allocation form submitted message
  8. The Case-Based Discussions tab will update to reflect the latest tally of completed forms.
  9. 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.Y5 MyProgress CBD tally

You can view the assessor’s feedback by opening the form in the online system.

Clinical Supervisor Feedback

Clinical Supervisor Feedback form workflow

Clinical Supervisor Feedback forms should be completed in secondary care when ‘opportunistic’ or ‘real time’ feedback opportunities present themselves. Feedback can be received on any observed clinical activity.

You are required to complete two Clinical Supervisor Feedback forms per block:

  • A  form on a patient consultation.
  • A form on a physical examination.

After the observed activity, you’ll need to complete the first section of the form within the app. The assessor will then provide feedback, select their role, and enter their signature and NHS email address. Once submitted, they’ll receive an email notification confirming the completed form.

Follow these steps to complete a Clinical Supervisor Feedback form in the MyProgress app:

  1. Select the Clinical Supervisor Feedback form from the portfolio forms section on the app homepage.MyProgress Y5 Clinical Supervisor Feedback form app
  2. A new form will open.MyProgress Clinical Supervisor Feedback form Y5
  3. Select the relevant block from the drop-down options. Complete the field regarding the activity observed.
  4. 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.Myprogress placement allocation app form
  5. Confirm submission again.Myprogress placement allocation app form confirm submission
  6. You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.Myprogress app placement allocation form submitted message
  7. The Clinical Supervisor Feedback form tab will update to reflect the latest tally of completed forms.MyProgress Clinical Supervisor Feedback tally
  8. 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.

You can view the assessor’s feedback by opening the form in the online system.

Prescribing Activities

Prescribing Activities form workflow

For each hospital based rotation (medicine or surgery), you must complete Prescribing Activities forms. Prescribing activities include:

  • Medicines Administration Round
  • Pharmacy Dispensary Session
  • Pharmacist Medication Review

After the observed activity, you’ll need to complete the first section of the form within the app. The assessor (attending nurse or pharmacist) will then enter their signature and NHS email address. Once submitted, they’ll receive an email notification confirming the completed form.

During the GP rotation you are not required to complete the Prescribing Activities or Pharmacist Assessed Formative Prescribing Activities. The forms will still appear in your portfolio, but you are not required to complete them.

Follow these steps to complete a Prescribing activities form in the MyProgress app:

  1. Select the Prescribing activities form from the portfolio forms section on the app homepage.MyProgress Y5 Prescribing activities form app
  2. A new form will open.Y5 Prescribing form MyProgress
  3. Select the relevant block and prescribing training activity from the drop-down options.
  4. 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.Myprogress placement allocation app form
  5. Confirm submission again.Myprogress placement allocation app form confirm submission
  6. You will be redirected back to the app homepage. A brief green success message will appear to confirm submission.Myprogress app placement allocation form submitted message
  7. The  Prescribing activities form tab will update to reflect the latest tally of completed forms.Y5 Prescribing form tally
  8. 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.

You can review the completed form in the online system.

Updated on 26/09/2025

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