The trainee's portfolio serves 2 important purposes for WBA:

  • It contains all of the documents produced through the WBA tools described above
  • 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 WBA documents as they occur
  • To record clinical experience (log book)
  • To reflect upon clinical experience and plan learning (reflective diary)
  • To record meetings with educational supervisor (appraisal documents)
  • To prepare for the annual assessment (revalidation)
  • To record formal and informal learning episodes (CPD document)
  • 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

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

Learning Outcome (LO)

Target Year (TYA)*

Example of possible evidence

PS 1

Refraction

2

DOPS

PS13

Biometry

2

DOPS

PS14

Hand Hygiene

1

MSF

BP17

Appraisal and 360 degree feedback

2

Record of discussion, MSF,

BP19

Probity

1

Statement

 BP20

 Practice according to National Legal requirements

2

Record of discussion,  MSF

 BP21

Data Protection

1

Record of discussion

BP22

Human Tissue

2

Record of discussion

BP23

Child Protection and safeguarding

2

Record of discussion

 BP30

Personal Health

1

Statement

PS8

 Ocular surface foreign body

1

DOPS forms

PS7

 corneal scrape

1

DOPS forms

SS2

 Operating Microscope

1

OSATS forms

SS3

Aseptic Technique

1

OSATS forms

COM8

Body Language

1(AR)

Personal reflection, patient letters

COM9

Respond to Complaints

1(AR)

Examples of any patient complaints and how they were resolved (or a statement that there were no relevant complaints)

COM10

Communicate with other Professionals

1(AR)

Anonymised letters, personal reflection

COM14

Organizing Leave

1(AR)

Details of leave taken with appropriate approval documents if provided by the the head of department/dean of postgraduate students

 BP4

Portfolio

1(AR)

An acceptable portfolio meets this Learning outcome

 BP

IT

1

Emails, other documented IT use, eg audit or research projects

BP25

 Reflective practice

1(AR)

Reflective diary

BP16

 Seeking help

1(AR)

Examples of help sought

 BP26

Self-Learning

1(AR)

Learning diary, PDPs

BP28

CPD

2(AR)

CPD diary

PS2

periocular, intraocular drug administration

2

DOPS

PS6

Lacrimal drainage

2

DOPS

PS7

Corneal Scrape

2

DOPS

PS9

Removal of Sutures

2

DOPS

PS8

Corneal foreign body

2

DOPS

SS1

SS1 Simulation and wet lab

1

OSATS

SS7

Common Lid Surgery

2(AR)

OSATS

COM11

Keep clinical Records

2(AR)

Anonymised records, evidence of IT skills

COM12

 Write and dictate clearly

2(AR)

Anonymised letters, records of appraisals

PS1

Refraction

3(AR)

, DOPS,Refraction Certificate

PS4

cryotherapy

3(AR)

DOPS

PS3

Diathermy

3(AR)

DOPS

PS10

Bandage Contact lens

2

DOPS

SS4

Cataract Surgery

3(AR)

OSATS, Audit

SS17

anterior vitrectomy

3(AR)

OSATS

SS13

Laser - Lens capsule

3(AR)

DOPS

SS14

Laser - Raised IOP

3(AR)

DOPS, Audit

SS15

Laser - Retina

3(AR)

DOPS, Audit

Learning Resources

3

Websites, on-line searches, articles read

BP3

Guidelines

3

Examples of how guidelines have been used

BP6

Manage Referral

3(AR)

Copies of referral letters with action (anonyms)

PS5

D assess tear film

3 or 4

DOPS

PS4

Cryotherapy

3 or 4

DOPS

PS11

Corneal Glue

3 or 4

DOPS

PS13

Biometry

3 or 4

DOPS

SS16

AC/Vitreous Tap

3 or 4

DOPS

SS10

Eyelid  and ocular tissue Biopsy

3 or 4

DOPS

PS12

Forced Duction Test

3 or 4

DOPS

SS5

Surgery, Raised IOP

3 or 4

OSATS

SS6

Repair Trauma

3 or 4

OSATS

SS8

Surgery, Surface Protection

3 or 4

OSATS

SS9

Lateral Canthotomy/Lysis

3 or 4

OSATS

SS11

Strabismus  Surgery

3 or 4

OSATS

SS12

Removal of Eye

3 or 4

OSATS

CEH1

Screening

3 or 4

Logbook of diabetic retinopathy cases seen, reflections on screening guidelines and protocols

BP2

Records

3 or 4

Print outs, spread sheets

BP7

Waiting Lists management

3 or 4

Reflection on waiting list management; feedback from trainer

BP8

 Use of Database

3 or 4

diabetic screening, clinic data

BP9

Critical Incidents management

3 or 4

Yellow cards,

 ML9

Departmental Audit

3 or 4

Copies of audit reports

ML10

Personal Audit

3 or 4

Outcomes of surgery

ML5

 Role as a community/clinical researcher

3 or 4

Journal club, reviews

ML1

 Health service organisation

3 or 4

Involvement, management course

 ML2

Clinical governance

3 or 4

Involvement, reviews, investigations

COM10

Communicate with other professionals

3 or 4

Meetings with other professional groups

ML4

Role as a Leader

3 or 4

Management meeting attendance, service reviews/developments

BP23

 Child protection/safeguarding

3 or 4

Referrals (anonymised), CbD, updates

ML5

Role as a community/clinical researcher

3 or 4

Records of meetings with community,/commissioners

ML5

Role as a community/clinical researcher

3 or 4

Publications, CV, posters

ML6

 Role as a Teacher

3 or 4

Teaching diary, evaluations, training, supervision of others

ML7

Role as a Manager

3 or 4

Examples of clinical leadership

BP27

Uncertainty

3 or 4

Documented involvement in difficult management decisions

BP29

Career development

3 or 4

Discussions, career meetings



* Key:AR Annual review