BMJ Portfolio help and FAQs

Getting started

Using BMJ Portfolio with BMJ Learning

Adding items and tagging

Accreditation, certificates and credits

Creating a report

Troubleshooting

Is BMJ Portfolio free?

Yes, BMJ Portfolio is completely free to use.

Is BMJ Portfolio easy to use?

Yes. BMJ Portfolio has been designed to take the hard work out of recording your learning. It has a simple table structure, with options to use the advanced features too.

If you need help using BMJ Portfolio and the FAQs on this page don't answer your question, you can refer to the BMJ Portfolio user guide.

For more help, you can contact customer service by email or call +44 (0)20 7111 1106 (weekdays between 9 am and 5 pm GMT).

Is there a user guide for BMJ Portfolio?

Yes, there's an online user guide you can use. There's also a video guide.

Do I need to register?

If you're already registered with BMJ Learning, you don't need to register again. You can use your BMJ Learning login to access BMJ Portfolio.

If you don't have an account with BMJ Learning, you can register online with BMJ Portfolio, or go to the BMJ Portfolio website and click the "Register now" button.

How do I register?

You can register online for a free account.

If you are already registered with BMJ Learning, you can use the same details to access BMJ Portfolio.

If you don't have an account with BMJ Learning, you can register online with BMJ Portfolio, or go to the BMJ Portfolio website and click the "Register now" button.

Alternatively, registering with BMJ Learning will automatically give you access to BMJ Portfolio.

I just use BMJ Learning for completing a module then printing out a certificate. Does BMJ Portfolio change anything?

If you're logged in to BMJ Learning, BMJ Portfolio will automatically display your most recent modules on your personalised home page. However, there's no need to use your portfolio if you don't want to.

Does information get added to my portfolio automatically when I start a BMJ Learning module?

When you start a module on BMJ Learning or add it to your portfolio for later, BMJ Portfolio automatically records the module title and the date. It also saves a link to the module, so you can always find the module on the BMJ Learning site.

You can add tags to a module when you add it to your portfolio, or at any time later on. Tags allow you to organise your modules however you like. Modules from BMJ Learning will automatically have a "type" tag, indicating that they are learning modules.

When you start a module, the date will be recorded by your portfolio. The status "in progress" will show until you have completed the module.

If I take a module and fail it, what does the status bar in my portfolio show?

The status bar in the portfolio has three settings: "not started", "in progress", and "completed". It doesn't say whether you have passed or not, but you are only able to print a certificate if you pass.

What happens when I retake a module?

You can retake a module as often as you like, but please be aware that once you click "Retake module", your score is erased. You will have to complete and pass that module again to see the module completed in your portfolio and print a certificate.

How do I add an item to my BMJ Portfolio?

For BMJ Learning modules, any module you start will be automatically added to your portfolio. If you want to save a module for later, click the "Add to portfolio" button that appears on the first page of each module.

To add your own information to BMJ Portfolio, click the "New item" button (towards the top left of the screen). You have to give the item a title, but everything else can be left or filled in later.

If you use Firefox or Chrome you can add web pages to your portfolio using our interactive bookmark.

Can I use BMJ Portfolio to keep track of reading I do online?

Yes. If you use Firefox or Chrome, you can use our interactive bookmark to save any web page to your BMJ Portfolio. Some websites also feature an "Add article to BMJ portfolio" link, such as http://http://www.bmj.com.

How do I use tags?

Tags are labels you can add to modules in your portfolio. Tags are optional, but are useful if you need to sort or organise your modules.

You can tag each item when you add it to the portfolio, or at any time by clicking on the module name.

You can add your own tags, and we've also got several readymade sets that you can pick from if you wish. To use these, go to "Site settings" (top right) and choose the "Tag sets" tab. You can add as many as you wish. Once you've picked a tag set, it will be available when you tag a module.

Here's an example of how tags can be useful. If you wanted to demonstrate your learning related to diabetes, but you had 500 items in your portfolio, you could use tags to filter out the unrelated modules.

To do this, you would click the "Tags" button at the top left of your portfolio. This gives you a list of tags. Clicking "diabetes" would list all the modules you'd previously tagged with diabetes.

You could use other tags to narrow your list even more. You could add tags such as "cardiovascular risk" or "obesity" to your sorting criteria. You might then end up with five or six pieces of evidence to show that you had addressed a specific learning requirement.

Does the portfolio allow me to follow a curriculum (for example, the RCGP curriculum)?

BMJ Portfolio contains suggested tags related to several curriculums. We call these tag sets. To use these, go to "Site settings" (top right) and choose the "Tag sets" tab. Once you've picked a tag set, it will be available when you tag a module.

You can choose more than one set of curriculum tags. For example, a UK GP might select GMC and RCGP tag sets.

Can I assess 'impact' in BMJ Portfolio?

Evaluating the impact of your learning is an important part of demonstrating continuing professional development, especially for GPs in the UK.

Clicking on the title of any module in your portfolio will bring up a details window for that module. At the top of the window, you can select the "Impact" tab. In this tab you can record how you treated patients before and after completing a learning experience, and describe the changes you have made to your practice.

Can I upload information from another portfolio?

Clicking the "New item" button allows you to manually enter information in your BMJ portfolio. After creating a new item you can upload a file for that item, so you can attach a report from another portfolio if you wish.

Can I print certificates from the portfolio?

To save or print a certificate, find the relevant module in your portfolio. Clicking the link icon for that module (towards the right of the screen) will take you to the module in BMJ Learning, where you can print or save a copy of the certificate.

How does accreditation work?

Several organisations accredit BMJ Learning modules. If you wish, you can gain credits or hours from a specific accrediting organisation.

To choose an accrediting organisation, go to "Site settings" (top right), then select the "Accreditation" tab. A drop down menu lets you select your accrediting organisation. If you don't want a specific accrediting organisation, you can choose "None". You can change this at any time.

If you've chosen an accrediting organisation, you will receive credits or hours as appropriate for all modules accredited by this organisation. These credits will appear in your BMJ Portfolio and on your certificates. For any modules not accredited by your chosen organisation, you will be able to add personal credits or hours.

If you've chosen "None" as your accrediting organisation, you can manually assign your own credits or hours to the learning you do.

You can manually add impact credits to a record in your BMJ Portfolio. These appear in addition to any credits assigned by your accrediting organisation, or any personal credits you've added manually. They aren't affected by your choice of accrediting organisation.

Should I use hours or credits?

This is up to you and your accrediting body. For example, the Royal College of General Practitioners calls its system "credits", although it states that one credit is equivalent to one hour of CPD.

How do I switch between hours and credits?

Click "Site settings" at the top right of the screen. Select the "Accreditation" tab, and choose between hours and credits. You can switch between the two at any time.

do I view my total credits?

Your total credits are shown at the top of your BMJ Portfolio. To view your total for a particular time period, change the "from " and "to" dates in the bar that appears just below the total.

If you have chosen an accrediting organisation, your total will be based on the credits or hours assigned to your completed modules by that organisation. If you have your accrediting organisation set as "None", you can assign points to modules yourself.

Whether you're using credits from an accrediting organisation or assigning your own personal points, you can also add impact points to reflect how learning has influenced your practice.

Please note that you can't add your own personal points to an accreditor's points. Your total will display credits from your accrediting organisation, or your personal points, depending on whether you've chosen an accrediting organisation or not. Click "Site settings" then "Accreditation" to switch between the two options.

Are reports from my BMJ Portfolio compatible with other online portfolios?

You can download a spreadsheet (in .csv format, which you can open with Excel or similar software) or a PDF report from your portfolio. You can then upload reports to another portfolio if you wish. We are happy to work with other organisations to make automatic upload a possibility.

How do I get a certificate?

To save or print a certificate, find the relevant module in your portfolio. Clicking the link icon for that module (towards the right of the screen) will take you to the module in BMJ Learning, where you can print or save a copy of the certificate.

Can can I create a report of my learning for an appraisal?

Clicking the "Export report" button on the top right of the screen will allow you to save a report. You can choose between .csv format (which you can open with Excel or similar software) or a PDF.

The report will show whatever information is on your screen when you export. If you'd like a report for a specific date range, or for a particular group of tags, select these before you export the report.

Click the "Tags" button to filter by tags. To get a report on a specific date range, change the "from" and "to" dates in the bar that appears just below the box showing your total credits.

How can I change the format of my report?

You can remove or add columns to your BMJ Portfolio, which will also change how exported reports will look. Add or remove columns by going to "Site settings" at the top right of the screen.

How can I personalise my portfolio?

Go to "Site settings" at the top right of the screen. From here  you can add or remove columns and pick from our readymade tag sets. Under the "Accreditation" tab you can choose if you whether to view a total of hours or credits on your BMJ Portfolio, and change your accrediting organisation.

Will there be a mobile version of BMJ Portfolio?

We're developing mobile versions of BMJ Portfolio. Keep an eye on the site or our Twitter feed for more news.

I can't see my question on this page. Where do I go for help?

You could try the BMJ Portfolio user guide.

For more help, you can contact customer service by email or call +44 (0)20 7111 1106 (weekdays between 9 am and 5 pm GMT).