horus-eportfolio-foundation-training-england Horus ePortfolio for … · 2016-07-14 ·...
Transcript of horus-eportfolio-foundation-training-england Horus ePortfolio for … · 2016-07-14 ·...
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Horus ePortfolio for Foundation Training for administrators Weds 13 July 2016 11:30-13:00
https://www.nwpgmd.nhs.uk/horus-eportfolio-foundation-training-england
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Webinar Guidelines
• Please mute your phone for the
duration of the webinar
• Questions can be submitted using the
Chat box, on the right side of your
screen
• The training will last approximately 1
hour
• We will answer questions at the end
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Webinar Aims
• Familiarise you with the layout of Horus
• Take you through the common tasks you would perform as an administrator
• Show you how Horus looks to other types of users
• Submit questions in writing in the chat box –we will answer as many as we can at the end
– Specific user issues should be submitted to the Helpdesk
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Updates for 2016-17
- Updated version of Horus to be released at the
end of July 2016
- new look and feel
- updated forms
- some updated functionality
� based on the new FP Curriculum 2016
- Many updates will be shown during this webinar
- Not yet reflected in published user guides
- processes described will remain relevant
- All user guides will be updated in due course.
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Contents
• Logging in
• Home page
• Notices
• Creating forms
• People
– Edit details
– Portfolio
• TAB
– Create New User
– ARCP and Sign Off
– Placements
– ILS/ALS
– Medical School
– Switch Hospital
– User Search
– Group Emails
– Trainee Photos
• Search
• Teaching
• Q.A.
– Q.A. - Teaching
• Help
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Logging in
- https://horus.nwpgmd.nhs.uk/authentication.php
- When you first access Horus you won’t
have a password yet – instead, click on the
“Unable to sign in?” link
- Enter your email address and click Submit
- Follow instructions in auto-email
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Your home page provides you with
– all your menu options
– useful links and notices
– shortcut access to other parts of the portfolio
Home page
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Creating forms
• Any user can create a form for any FD to whom they have access
• For a form to be valid it must have an ‘trainer’ (e.g. supervisor, trainer, assessor, rater) assigned to it – this user is required to ‘validate’ the form
• To create a new form, click on the “Forms (start new)” menu item
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People
• There are the following user types in Horus:• Each type has different permissions and
you as an administrator can interact with
each type in a different way
User Type What you can do
“F1” / “F2” Edit some of their personal details
Access their portfolio
View which e-induction modules they have completed
“Supervisor” Edit all of their personal details
“Trainer: Doctor” Edit some of their personal details
“Trainer: Nurse / Other / Teacher” Edit all of their personal details
“Admin” Edit all of their personal details
Deactivate users who should no longer have access
Activate deactivated users
Trainers who are inactive
for 12 months are marked
as hidden. You can unhide
them by clicking on
“Include Hidden Trainers”
on the search page.
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The FD Portfolio
• Search in “People” item in main menu
• Click “Portfolio” next to relevant FD
• Landing page � “Overview”
• Sub-menu takes you to the various forms and activity for that FD
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TAB
• Begins when FD completes self-TAB and nominates
15 assessors
• 30-days to gather all responses
• If they run out of time before receiving the correct
number/mix of responses, you have the option of
extending the TAB by another 7 days
� should be agreed with the relevant FTPD/T
• You and the FD’s ES can view TAB responses
throughout the process
• ES needs to approve/release the TAB once complete
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Teaching
• Horus allows you to share teaching programmes
and materials with FDs, as well as to verify
attendance/non-attendance at teaching sessions
• FDs are also able to provide feedback to their
teachers – this is only visible to the FD and their
teacher
• This is linked into the ARCP process – the
ARCP summary of evidence report tracks %
attendance at teaching sessions
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e-Induction
• Horus is linked to the North West’s Core Skills
e-induction system (https://coreskills.nwpgmd.nhs.uk/)
• Your foundation
school team will
give you more
information about
this in due course
• Completion data
is uploaded
centrally – you
can view this
through each
FD’s portfolio
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Tickets
• Expire 7-days after sending
• New one automatically sent every 7-days for 3-months
• Available for another 2-months by logging in to Horus
• Hidden after 5-months
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• At the moment you can add all user types to Horus aside from FDs
– FDs are added by the Horus team
• Click on “People” in the main menu, then “Create New User”
• You can add the following users without linking to the GMC
register:
– Nurses and Allied Healthcare Professionsals
– Foundation Programme Directors (FPDs)
– Foundation Programme Administrators (FPAs)
Adding users to Horus
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• Horus has a direct link to the GMC’s List of Registered Medical Practitioners (LRMP)
• All doctors can be added to Horus by first looking them up in the GMC’s LRMP through Horus
• Click “Add Doctor to Horus as a Foundation Trainer”
Adding New Doctors
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• Need email address of the doctor (other details pre-
populated from GMC register)
• Enter GMC number in text box and click “Search”
• If already on Horus, their details will show in search
results – may be assigned to a different hospital to
yours
• If not on Horus, click on “Search the full GMC
register”
• Select relevant doctor and click “Add to Horus”
• Enter email address in text box and click “Add Doctor
to Horus”
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• In the “People” menu, click “ARCP and Sign Off”
• Gives you an overview of all FDs in your hospital
and their progress through the ARCP process
• You need to set up all ARCP panels and panel
meeting dates in advance of the June ARCP
period
• A dedicated webinar will be run later in the
training year
ARCP and Sign Off
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1. Set up reviewers
– staff who will be on the ARCP panels
2. Set up panels
– the group of staff members on each panel
3. Set up trainees
– link panels to FDs and specify date of panel
meeting
ARCP: Setup
Further details on this process will be provided in a
separate guide after August 2016
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Placements
• Main menu > People > Placements
• You will see a list of all of your FDs, their placements and their assigned supervisors - you can add/edit this information
• Educational supervisors are added once and apply to the whole foundation year
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• Use this page to send emails to multiple users
• They don't have to be Horus users but there are quick links to typical groups of Horus users towards the end of the page
• You can see a history of your emails at the end of the page - click on one to start a new email based on that one
Group emails
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• Only administrators can upload FD photos
• If you would like to use this feature, you need to
request FDs to email you their photo
• Images uploaded will be shown to everyone on the
FD’s portfolio overview page
• Images must be under 5MB - they'll be
automatically shrunk and only a small thumbnail
version will be used
• You can upload them individually or specify several
at once and click any of the upload buttons
Trainee photos
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• Use this page to find, view, edit and validate forms
• You can search by type of forms, placements they are attached to, whether they’re validated, etc
• Make sure to select at least one tick box from each set of search criteria (otherwise the database is difficult for the system to search)
Form Search
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• You can
– upload your whole teaching programme for the training
year to Horus
• Split by “Teaching Event” and sub-sessions within this
– Attach a ‘Teacher’, time, place and who is required to
attend – your FD ‘register’
– Confirm who did attended
– Upload teaching material from the session
• Attendance is shown in each FD’s portfolio
• FDs are required to submit feedback to their teachers
– Anonymised � teacher can view specific feedback,
administrator can view feedback across all sessions
Teaching
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• Quality Assurance
• Your reporting page – lots of different ways to view the information in Horus
• Many reports can easily be copied and pasted into Excel
• Some reports involve summaries such as pie charts and aggregated numbers
Q.A.
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• Information uploaded by the Horus team
• Much of this will be updated for August 2016 (and then again for August 2017)
• Lower down there are a number of useful external links, such as to the UKFPO, GMC and Medical Royal Colleges
Help
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Important links
Any suggestions or other [email protected]
Horus ePortfolio open-access web page https://www.nwpgmd.nhs.uk/horus-eportfolio-foundation-
training-england
Horus ePortfoliohttp://horus.nwpgmd.nhs.uk
Horus Helpdesk [email protected]