Question 1

Quick Tour of the Portfolio

Accepted Answer

Your portfolio is set up based on your program and therefore each portfolio has unique components. The basic components of the portfolio are explained below.

*You may see items in your portfolio that are not explained here. If you have questions about another specific part of the portfolio, please consult your program or ask one of our support team.

Navigating portfolio

Open a portfolio of yourself or one you have access to. Use the black menu on the left side of the page to navigate through the different sections of the portfolio.

Summary page

By default you land on the Summary page of the portfolio. Here all important information of the portfolio is briefly summarized, for example the current levels per professional activity, your last interviews or open learning objectives.

All learning activities

The All learning activities page provides an overview of the most recent learning activities added to the portfolio. The various filters at the top of the overview allow you to differentiate the type of form, such as an assessment, interview or activity or you have the option to select a specific time period from which you want to see the learning activities.

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Question 2

Do you have a portfolio? Read more here

Accepted Answer

When you start your program a portfolio will be created for you in the organization where you are in the training program. You will automatically receive an email with which you can start using your account and portfolio. With your own portfolio you record your learning activities and make your learning process visible.

With the following three steps you activate your portfolio:

Go to the activation email and click on the link
Go through the steps to get your account in use
Download the Reconcept EPA Portfolio App

You will receive an email from us with an activation link. Through this link you activate your account and go through the onboarding. In the onboarding you set the following important things:

A password. You use the password to log in to new devices. You don't have to log in every time.
A Pin. we use a personal PIN that acts like a digital signature and as an additinal security measure when inactivity occurs . You can choose your own 5 digit code. Remember your pin well!
Give access to affected persons. You can link your supervisors who will provide you with feedback.

You can read more about the onboarding under the heading Onboarding Portfolio further in the article.

After you get your account in use, you can log in at https://portfolio.reconcept.nl

We also have an app called Reconcept Portfolio! With the App you can demonstrate what experience you have gained and collect feedback on the work floor. Supe

Question 3

Permissions per person per role

Accepted Answer

A supervisor is given a standard role by the organization that gives them permissions in your portfolio. These can be:

|| Not every role has all permissions. To see exactly what privileges someone has in your portfolio, click on the pencil icon that will appear when you place your cursor on an user. Permissions per role are determined by the program and you cannot change them.

Upgrading roles: In some cases, you yourself can "upgrade" a role for your portfolio to give a supervisor additional privileges. Click on the pencil icon behind the name of your supervisor, then his/her role, and select the other role if available. This is the case, for example, with a trainer who is your residency supervisor.

Question 4

Portfolio access management

Accepted Answer

Your portfolio is not just visible to others. It is important to know that as a portfolio owner you manage who has access to your portfolio. In the access management you can see who has access to your portfolio and their access rights.

You can add people involved in your program via the access management.

Question 5

Billing

Accepted Answer

Billing is based on the number of active portfolios managed by the organization. A portfolio is immediately active from the moment of its creation. A portfolio is always managed by one program. Usually, this is the organization that created the portfolio (or where the portfolio was created at launch), but the billing of a portfolio can also be taken over.

The number of active portfolios is determined on the last day of each month. Through User Management you can find an overview of the active portfolios. Here you will also find the exact date of the reference date.

Keeping an overview of your billing

The easy way to keep keep track of the administration, is to schedule two moments per month to check everything. This way, you'll make sure you're not paying for portfolios that aren't being used and avoid unnecessary costs for your organization.

Moment 1: at the beginning of the month

Check which portfolios are active
Transfer billing or stop billing portfolios that are no longer active in your organization

Moment 2: at the end of the month - beofre the reference data (last day of the month)

Check whether the takeover requests have been accepted. If not yet, you can deactivate the portfolio. Then it is up to the new organization to reactivate the portfolio.
Deactivate portfolio that (temporarily) stop their (pre)training. If you deactivate them before the reference data, you do not have to pay for that month. (e.g. you deactive a portfolio on Octob

Question 6

I am missing items form my imported portfolio, where can I find them?

Accepted Answer

You can transfer your old (non-Reconcept EPA Portfolio) portfolio to Reconcept EPA . An upload is designed for this purpose, especially for the specialty you work with.

You may not be able to find all components after the import. This may be because the download from your old program only includes the validated forms. Drafts from your old portfolio cannot be included, you have to import them again separately in Reconcept EPA .

It could also be that not all items could be categorized properly. This means that the Reconcept EPA system could not immediately find where some of the forms should go in your Reconcept EPA portfolio. It is possible to then categorize these forms yourself and indicate where you want them to be, to do this follow these steps:

Click on the key icon at the top left of the screen
Go to import old portfolio
Select the displayed items and enter the desired category.

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