UserWork on a learning portfolio

A Learning Portfolio step is where you build, work on, and submit your goals. Each goal moves through planning, activity, and reflection phases, and the step tracks your progress against the completion rules your program set.

Open the step from your program page — it opens inline, with your completion progress at the top and your goals in a table below.

The Learning Portfolio step. The panels at the top show how close you are to completing the step; your goals live in the table below.

Read your progress

The panels at the top tell you what you still need to do:

• Completion Requirements — how many goals you've been assigned and how many you've completed, shown as completed / required (so Goals Completed 2 / 1 means 2 completed against a requirement of 1).
• Custom Completion Rules — totals your program tracks across all your goals, such as submitted learning records or accredited hours.
• Custom Period Completion Rules — progress within the current time period, when your program runs in periods.

A bar turns green once that requirement is met.

Your goals table

Every goal you've been assigned or created appears as a row.

The goals table. Use the three-dot menu on any row to View, Edit, or act on a goal. Your program may add extra columns (here, Hours and ICSH Learning).

• Search, filter, and sort the table, and use the column manager to show or hide columns.
• The Status column shows where each goal stands (e.g. Required Fields Filled, Submitted).
• Your program may add custom columns — for example a running total of hours, or the options you selected — to the right of the built-in columns.
• The three-dot menu on each row offers:
  • View — open the goal read-only.
  • Edit — open the goal to work on it.
  • Assign / Unassign — for goals your program manager defined, choose whether to work on them.
  • Delete — remove a goal you created.

Add a goal

Click + Add above the table to create your own goal. SkilSure creates the goal and opens it straight away in the edit view, ready for you to fill in.

Suggested goals appear automatically

Some goals show up in your table without you adding them. Suggested goals are created for you automatically when you rate a competency low on a competency-rating step (such as a self-assessment) — the low rating flags it as something to develop, so SkilSure adds a goal for it. They're assigned to you automatically and appear in your goals table ready to work on; there's no Assign step for them.

A suggested goal arrives with its name, description, and competency already filled in, and those stay read-only — you can't rename it, reword its description, or change its competency. You still do the real work on it: fill in its phase forms, add activities and reflections, and submit it just like any other goal.

A suggested goal in the edit view. Its Name, Description, and Competency are read-only; you complete its phase forms below.

Only goals you create (user-defined goals) have an editable name and description. Goals your program manager defined are read-only in the same way.

View or edit a goal

Opening a goal shows everything in one scrollable view.

Editing a goal you created. The Status panel at the top is read-only; below it you fill in the goal name and each phase's form. Required fields are marked with a red asterisk.

• The Status panel at the top (Type, Status, Last Updated) is always read-only.
• The goal's name, description, and competency are editable only for goals you created. For suggested goals and manager-defined goals they're read-only.
• Below them are the goal's Planning, Activity, and Reflection phases. Each phase holds its own form; fill it in and add as many activity entries as the step allows.
• Required questions are marked with a red *.

When you're done, use the buttons at the bottom of the goal. Depending on how your program is configured you'll see either Submit or Complete Phase — not both:

• Save — keep your work without submitting; you can come back to it later. Saved-but-unsubmitted goals don't count toward the step's completion until you submit them.
• Complete Phase — finish the current phase and move on (shown when your program doesn't require a separate submit step).
• Submit — submit the whole goal once every required phase is complete (shown when your program requires a manual submit step — the default; otherwise the goal auto-submits when you complete its phases).
• Print — print or save a copy of the goal.
• Delete — remove a goal you created.

A completed phase locks its form, and submitting the goal closes the editor automatically.

The View modal is fully read-only — use it to review a goal without changing anything.

Dates show in your timezone

Create and update dates throughout the Learning Portfolio step are shown in your own timezone.

After the step is submitted

INFO

Once the step is submitted you can still review your goals. Goals you haven't submitted stay editable, but they can't be submitted until an administrator reopens the step — contact your administrator if you need to submit a goal after the step has closed. + Add appears only if your program allows adding goals after submission.