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 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: 07/07/2025