The trainee’s portfolio serves two important purposes:

  • It contains all of the documents produced through the WpBA tools
  • It contains evidence that the trainee collects to show that they have met the remaining LO in the curriculum

The trainee should regularly maintain the portfolio and use it for the following:

  • To store and organize WpBA forms as they occur
  • To record clinical experience (logbook)
  • To reflect upon clinical experience and plan learning (reflective diary)
  • To record meetings with the educational supervisor (appraisal documents)
  • To prepare for the annual assessment (ARCP)
  • To record formal and informal learning episodes (CPD)
  • To store audit/research/teaching activities
  • To record any critical incidents, complaints, guidelines (clinical governance)
  • Any other information that supports the trainee’s Good Medical Practice e.g. letters from patients, feedback

All trainees must have one electronic Educational Supervisor Report (ESR) and two Clinical Supervisor Reports (CSRs) reports for each post (every six months).

Specific LO that are assessed at the annual assessment by reviewing the portfolio are:

Learning Outcome (LO) Target Year (TYA)* Example of possible evidence
PS20 Blood Culture F DOPS
PS21 Hand Hygiene F Trust-based training certificates
AER9 Appraisal F(AR) Record of discussion, PDP
AER11 Probity F(AR) Statement
AER12 Legal F(AR) Record of discussion, PDP
AER13 Data Protection F(AR) Record of discussion, PDP
AER14 Human Tissue F(AR) Record of discussion, PDP
AER15 Child Protection F(AR) Record of discussion, PDP
CPD7 Personal Health F(AR) Statement
PS11 Corneal FB 1 DOPS forms
PS22 Ocular Irrigation 1 DOPS forms
SS2 Microscope 1 OSATS forms
SS3 Aseptic Technique 1 OSATS forms
HPDP2 Contagion 1 Trust-based training certificates
C8 Body Language 1(AR) Personal reflection, patient letters
C9 Complaints 1(AR) Examples of any patient complaints and how they were resolved (or a statement that there were no relevant complaints)
C10 Professionals 1(AR) Anonymised letters, personal reflection
C14 Leave 1(AR) Details of leave taken with appropriate approval documents if provided by the Trust
IH4 Portfolio 1(AR) An acceptable portfolio meets this LO
IH5 IT 1 Emails, other documented IT use, eg audit or research projects
HS3 GMP 1(AR) CPD diary, records of appraisals, PDPs
CPD1 Reflects 1(AR) Reflective diary
CPD2 Limits 1(AR) Examples of help sought
CPD3 Self-Learning 1(AR) Learning diary, PDPs
CPD5 CPD 1(AR) CPD diary
PS1 Visual Impairment 2 DOPS
PS8 Lacrimal Function 2 DOPS
PS10 Corneal Scrape 2 DOPS
PS13 Removal of Sutures 2 DOPS
PS18 Lid Hygiene 2 DOPS
SS1 Microsurgical Skills 2(AR) OSATS
SS7 Common Lid Surgery 2(AR) OSATS
C11 Written Records 2(AR) Anonymised records, evidence of IT skills (eg ECDL)
C12 Letters 2 Anonymised letters, records of appraisals
PS2 Refraction 3 CRSret, Refraction Certificate
PS5 Local Anaesthesia 3 DOPS
PS6 Diathermy 3 DOPS
PS14 Bandage Contact lens 3 DOPS
SS4 Cataract Surgery 3(AR) OSATS, Audit
SS11 Temporal Artery Biopsy 3 OSATS
SS14 Laser – Lens capsule 3 DOPS
SS15 Laser – Raised IOP 3(AR) DOPS, Audit
SS16 Laser – Retina 3(AR) DOPS, Audit
IH1 Learning Resources 3 Websites, on-line searches, articles read
IH3 Guidelines 3 Examples of how guidelines have been used
IH6 Refer 3(AR) Copies of referral letters with action (anonyms)
PS3 Drugs 7 DOPS
PS4 Venous Access and Cannulation Not required if completed at the end of Foundation Years
PS9 Paracentesis 7 DOPS
PS12 Punctal Occlusion 7 DOPS
PS15 Botulinum Toxin 7 DOPS
PS16 Corneal Glue 7 DOPS
PS17 Ophthalmic Ultrasound 7 DOPS
PS19 AC/Vitreous Tap 7 DOPS
PS20 Blood Culture Sampling Not required if completed at the end of Foundation Years
PS21 Hand Hygiene Not required if completed at the end of Foundation Years
PS24 Forced Duction Test 7 DOPS
SS5 Surgery, Raised IOP 7 OSATS
SS6 Repair Trauma 7 OSATS
SS8 Surgery, Surface Protection 7 OSATS
SS9 Lateral Canthotomy/Lysis 7 OSATS
SS10 Biopsy 7 OSATS
SS12 Muscle Surgery 7 OSATS
SS13 Removal of Eye 7 OSATS
HPDP1 Screening 7 Logbook of ROP cases seen, reflections on screening guidelines and protocols
IH2 Records 7 Print outs, spreadsheets
IH7 Waiting Lists 7 Reflection on waiting list management; feedback from trainer
IH8 Database 7 BOSU, diabetic screening, CVI
IH9 Critical Incidents 7 Yellow cards, datex forms
DMCRJ2 Departmental Audit 7 Copies of audit reports
DMCRJ3 Personal Audit 7 Outcomes of surgery
DMCRJ4 Research 7 Journal club, EBM sessions, reviews
DMCRJ5 Management 7 Involvement, management course
HS1 NHS 7 Articles read, courses, meetings
HS2 Governance 7 Involvement, reviews, investigations
HS3 GMP 7 Copy in portfolio
HS4 Relations 7 Meetings with other professional groups
HS5 Leader/Team 7 MDT attendance, service reviews/developments
HS6 Child Protection/Vulnerable 7 Referrals (anonymised), CbD, updates
HS7 Community 7 Records of meetings with PCTs/commissioners
HS8 Research 7 Publications, CV, posters
HS9 Teacher 7 Teaching diary, evaluations, training, supervision of others
HS10 Manager 7 Examples of clinical leadership
CPD4 Uncertainty 7 Documented involvement in difficult management decisions
CPD6 Career 7 Discussions, career meetings

* Key:

  • F = Foundation (i.e. at entry into OST)
  • AR = Annual Review