How to save items in the Appraisal & Portfolio sections
To save items in the Portfolio sections (the Portfolio tab/progress bar on the left within the Appraisal), you can add text in the evidence text box or choose to attach a file, or add both. The final step is to click on the Create Evidence button which will save the evidence block to the section. It is essentially Portfolio's save button – once clicked, the entry will be saved to the database.
You do not need to save Portfolio sections themselves as these will autosave based on the saved entries.
You can then work through the Appraisal sections (the Appraisal tab/progress bar on the right) and add the written entries in each section to cover your CPD credits, Scope of Work, etc., by clicking on the + Add Item or + Add Activity buttons in each section. Your Appraisal entries can be saved by clicking on the Save Section button in each section.
You do not need to save Portfolio sections themselves as these will autosave based on the saved entries.
You can then work through the Appraisal sections (the Appraisal tab/progress bar on the right) and add the written entries in each section to cover your CPD credits, Scope of Work, etc., by clicking on the + Add Item or + Add Activity buttons in each section. Your Appraisal entries can be saved by clicking on the Save Section button in each section.
Updated on: 26/02/2025
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