RCOphth: Supervisor Guide - How to sign off an ESR

How a Supervisor signs off the ESR:

Below we list what the steps a Supervisor must follow to complete the ESR sign off process (this is shown at 5:38 in the video above):

1. Find the Trainee

First click on Go to the Supervisor's Area from the Dashboard and then click on the Trainee's name of the ESR you are going to complete:   

2. Start ESR preparation

Once you are in your Trainee's Portfolio, scroll down and click on Prepare in Portfolio Summary box (below shows a trainee on the new curriculum)

3. Complete the 4 Supervisor ESR forms

You will see 4 Supervisor forms listed underneath the 'To be completed before sign off' area that are shown in red (as below): 

Clicking on each of them will take you into the relevant form - please be aware that these are designed to be completed in one sitting.

Once you have clicked Save in each one, this submits the form and it will disappear from your 'to-do' list.

If you save a form down but it is incomplete, please see our help article here, which explains what you can do.

4. Wait for Trainee to sign off their forms

The Trainee will have their own task-list and they will need to complete their forms before you are able to complete the sign off.

You'll be able to tell which tasks are to be done as it will show in black:

5. Review the PDP progress

You can see the progress the Trainee has made on their agreed PDP by clicking on Review of PDP (as shown below):

You will need to reflect on this by clicking on the pencil icon by the field 'Date last modified' where it will show 'Not completed' (as above) where you will be taken to the below page:

Clicking on Save will submit this part of the PDP and no further changes can be made

6. Transfer the PDP to the next Review Period

To ensure that the Trainee's new PDP (and previously agreed PDP that needs to be carried over) are brought forward to the next Review Period click on  go to Manage the agreed PDP as shown below:

Here you will see a list of all PDP items and you can either choose to Create PDP entry from this or Don't progress the idea as shown on each PDP item: 

Clicking on Create PDP entry from this will take you into the PDP entry (as shown below) where you will need to click Save to ensure the PDP is transferred to the Trainee's next Review Period:

You'll be taken to the below screen where you will be advised that the PDP has been saved and it will be listed under 'Agreed PDP':

If you select Don't progress this idea you will be advised that the PDP has been ignored and it will be listed under 'PDP entries from the last review that have not been carried forward': 

If a PDP is left un-checked, they will not move onto the next Review Period 

7. Review the ESR form

Once both Trainee & Supervisor have completed all the forms and the PDP review & carry over has been completed, you'll see an option to 'Sign off the Educational Supervisor's Report' as shown:

Clicking on this takes you to a summary page where you can review everything before making that final sign off:

8. Make the final sign off

Scrolling down to the bottom of the ESR summary page, takes you to a 'Complete and Submit' option, which is making the final sign off:

This brings up a pop-up box where you need to ensure you click OK to approve:

9. Create a new Review Period for your Trainee

Once you sign off the ESR, it will change the end date of the now locked Review Period to the date you have signed it off.

You will see a banner prompting you to create a new review Period for your trainee as shown and you can do this by clicking Add a review period: