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use

What should I use?

Start from what happened, not from a form name.

Start from the work

If you did something at work today, pick the closest description. Do not collect forms for their own sake. Elaryvo templates are original instruments, not college forms.

Someone watched the work

Use these when another professional was present and saw or heard it.

TypeUse whenNot for
Mini-CEXOne patient encounter in any setting: history, examination, explanation or management.A whole round, the take list, a procedure, or a discussion after the event.
ClinicAn outpatient appointment that was watched.The same encounter on a ward or in ED — that is Mini-CEX.
Ward RoundThe round as a whole: sequence, decisions, plans, team talk.One patient on the round (Mini-CEX) or a spoken handover (SBAR).
Handover (SBAR)A shift, board-round or escalation handover that was heard.A clinic encounter, a letter, or the whole take.
Acute TakeThe take or on-call list: prioritisation, flow and escalation across several patients.One acute episode (ACAT) or one patient (Mini-CEX).
ACATOne urgent or complex episode that was watched.The whole take list, or a routine clinic or ward encounter.
LEADERLeading and coordinating a team.Clinical performance of one encounter, SBAR, or the take list.
DOPSOne procedure, watched from preparation to aftercare.A logbook count. Use PBA for a fuller operative assessment.
PBAA longer watched procedure, often in theatre.A short DOPS. Still log the procedure separately.

The work was discussed or reviewed later

The assessor does not need to have watched the original activity.

TypeUse whenNot for
CBDReasoning, risk and decisions after the event.A stand-in for Mini-CEX, handover, ward round or DOPS.
Teaching AssessmentHow a teaching session was delivered.Slides or attendance on their own.
QI ReviewAn audit or improvement project.A single clinical encounter.
MSFViews from several colleagues who have worked with you.One observer of one event, or a supervisor report.
Supervisor ReportPerformance over a posting or review period.A substitute for watched encounters.
EPA / EntrustmentHow much support an activity currently needs.A Mini-CEX of a single encounter.
Local / otherYour hospital uses a name that is not in this list. Keep their title.A named type that already fits.

Put this into practice