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ESR Self Service User Guide
Statutory/Mandatory Training
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Contents 1. How to log into ESR Self
Service………………………………………………….3 2. How to view your
statutory/mandatory compliance record …...…..……………6 3. How to book
a classroom training session…………………………..…….….….8 4. How to cancel a
booking…………………………………………………..………10 5. How to print or save your
Statutory/Mandatory Training record…………..…..11
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1. How to log into ESR Self Service - using a smartcard Place
your smart card into the reader, enter your passcode and click
OK
Next select your role and click OK
Next click the NHS ESR icon on the PC desk top
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Click Log in via Smartcard
The ESR Portal page will open
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How to log into ESR Self Service (using a username and
password)
Click on the NHS ESR icon on the PC desk top
Enter your username/password into the boxes below and click Log
in via Usernames Password
The ESR Portal page will open
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2. How to view your statutory/mandatory compliance record Click
My Compliance and Competency from the ESR Portal page
This page shows you all the competencies you are required to
complete in Green, Amber or Red. Any competencies that you have
gained that either we no longer use or are not required for your
role are in Blue.
The Blue competencies can be removed by selecting Required
Competencies Only and clicking the Go button
If you have more that one assignment/job role you can select
which one you want to view by using the drop down arrow and
clicking Go
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You will now have a list of the competencies/courses that are
required for your role. Green = compliant Amber = 3 months until
expiry Red = expired
Alternatively, you can select My Learning from the ESR Portal
page
This page will list all competence requirements that have
expired or have less than 3 months left to expire on the left hand
side
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3. How to book a classroom training session
Follow the steps in sections 1&2, next click on the Find
Learning icon (magnifiying glass) for the competency/course that
you would like to book.
Under Courses, click on the icon for Offering Details
If there isnt an icon in the Offering Details box this means
that this course needs to be completed by Certification
(e-learning). A guide on how to complete training by e-learning can
be found on the intranet Library page
https://intranet.mkuh.nhs.uk/library/e-learning. Decide which date
and time you would like to attend from the selection on offer and
click on the Enrol icon
Click on Apply to confirm the booking
https://intranet.mkuh.nhs.uk/library/e-learning
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You will receive a confirmation e-mail and the following message
on screen if your booking has been successful
If you receive the message below you have not been successful in
enrolling as the class is full. The message will ask you if you
still want to enrol in the class. If you select Yes, if a place
becomes available you will be automatically enrolled on the class
and receive a notification by e-mail. If you click No you will need
to select another date.
To view your prebooked classroom sessions click on the
Enrolments tab on the Learner Homepage or My Learning
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4. How to cancel a booking Click on My Learning from the ESR
Portal page
Select the Enrollments tab
Next click on the Unenrol icon
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Select a reason for cancelling from the drop down box and click
on Finish
5. How to print or save your Statutory/Mandatory Training
record
If you require a copy of your training record for your
appraisal, revalidation or for a new employer,
please follow the steps below. There are two methods, please
select the one that is most
appropriate for your needs.
Method 1
Click on My Talent Profile from the ESR Portal page
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Next click on Printable Profile (Full)
Click on the Refresh button until an icon appears in the Output
box
Click on the icon
Your Talent Profile will appear on the screen and can be saved
or printed using the normal tools
below.
Method 2
Click on My Compliance & Competency from the ESR Portal
page
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Next click on Printable Page
You will then have a printable page that can be printed or Saved
to your PC by using File from the
Menu bar
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Select the printer that you want to send the document to and
then click on Print
Alternatively to save the document to your computer, select
Microsoft Print to PDF instead of a hard copy printer.
Next click on Print
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Select the location where you want to save the PDF document,
name the file and click Save
For additional information or support please contact
Mandatory Training on ext 85080 or e-mail
[email protected]
