EMEM Gurus

Portfolio Guru ยท Workflow prototype

Prototype the evidence-to-draft loop before we rebuild the agent.

This page is not the main product. It is a browser-local sketch of the Portfolio Guru loop: capture rough evidence, map why it matters, draft reviewable wording, and send the final workflow back into Telegram, WhatsApp, dashboard, export, or portfolio handoff routes.

Browser-local prototypeDoctor-owned wordingNo data saved

Today's evidence inbox

Representative workflow only. Items stay in this browser session.

Preview

Items

4

Today

1

Review

1

Drafts

1

Next useful build

Once approved, this should become messaging capture plus stored review surfaces behind auth, then feed drafting, evidence health, exports, and portfolio handoff routes.

Add sample evidence

What happened on shift?

Preview rule: avoid patient-identifiable details. The future stored version needs explicit confidentiality checks before drafting.

Filter by purpose

Case reflection

Paediatric sepsis case discussion

Today

Capture decision-making, senior escalation, and one learning point before supervisor discussion.

ARCP

Needs review

Teaching

Ultrasound teaching for juniors

This week

Turn the teaching session into a short summary, feedback note, and reusable evidence line.

Teaching portfolio

Draft ready

QI or audit

Falls pathway QI meeting

This week

Map contribution, next action, and likely evidence value before the project drifts.

QI and audit

Needs mapping

CESR evidence

CESR consultant feedback

Parked

Keep feedback theme, linked capability, and suggested follow-up visible.

CESR

Needs mapping

Mapping logic

Same capture loop, different portfolio jobs.

Portfolio Guru should not be ARCP-only, and it should not become web-only. The same evidence capture habit should support trainees, CESR doctors, SAS and LED doctors, appraisals, educators, QI work, leadership work, and career moves through the channels doctors already use.

ARCP

Training progression evidence, supervisor conversations, capability coverage, and deadline readiness.

CESR

Broader equivalence evidence, consultant feedback, governance, procedures, teaching, QI, and leadership proof.

Appraisal

Annual appraisal notes, CPD activity, significant events, feedback, and development planning.

Teaching portfolio

Teaching delivered, teaching feedback, education projects, learner level, and reusable session material.

QI and audit

Project contribution, measurement, change ideas, outcomes, and reflective learning.

Leadership

Rota, service, education, supervision, project, or governance evidence that shows influence.

Career progression

Evidence for applications, interviews, leadership roles, educator roles, or portfolio summaries.

Build boundary

Useful prototype first, messaging product next.

This page proves the workflow shape. The next production slice should add messaging-led capture, authenticated storage, confidentiality checks, draft generation, evidence health, and export/handoff surfaces.