How to save items in the Portfolio & Appraisal form sections?

SARD's Appraisal is a live document which consists of two parts: the Appraisal form and the Portfolio. The Portfolio acts as a repository of evidence for the Appraisal form. This is why we always recommend completing the Portfolio first, then moving to the Appraisal form. For more detailed information on how the Appraisal/Portfolio system works, please see this part of the User Guide.

Saving Items in the Portfolio

You can add written entry in the Description 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 to the section. It is essentially Portfolio's save button – once clicked, the entry will be saved to the database.

The Portfolio can be accessed by clicking on the Portfolio tab/progress bar on the left (within the Appraisal as per the screenshot below) or from your Dashboard:

To save evidence file(s) in your Portfolio, please follow these steps:

1. Go to the Portfolio section, then see the instructions at the top.
2. Scroll down to the Evidence part, and type an entry in the Description field (optional).
3. Click on the Attach eDocument button, then upload new or existing evidence file.
4. Click on Create Evidence.

Once done, you will see the newly uploaded evidence listed at the bottom of the Portfolio section. This evidence is automatically carried over to the relevant section of the Appraisal form as per the sentence in green at the top of Portfolio section.

You will then need to manually change the status of the Portfolio section by clicking on one of the tabs within the section:

Saving Items in the Appraisal Form

You can then work through the Appraisal form sections and add written entries in each section to cover your CPD credits, Scope of Work, etc. Your entries in the Appraisal form can be saved at any time by clicking on the Save Section button in each section.

The Appraisal form can be accessed by clicking on the Appraisal tab/progress bar on the right (within the Appraisal as per the screenshot below) or from your Dashboard:

To save items in your current Appraisal form, please follow the steps below:

1. Go to the Appraisal form section, then see the instructions at the top.
2. Provide required information in the fields marked with an asterisk (mandatory).
3. Click on the Save Section button to save any progress made.
4. If you are happy with all the information provided, click on Mark As Complete.

Certain sections of the Appraisal form have additional buttons for adding multiple segments (i.e., + Add Work, + Add Activity, + Add Additional Information). Please use them as needed prior to marking a section as complete.

If your web browser warns you that the progress was not saved, ensure to click Save Section prior to leaving the page/moving to another section. In the event of losing your recent work in the Appraisal form, please read this Helpdesk article.

Updated on: 20/11/2025