Manual for supervisors, reviewers and decision-makers

In this manual you can learn how to manage a digital Individual Study Plan (ISP) as a supervisor, reviewer or decision-maker at the Disciplinary Domain of Medicine and Pharmacy.

Please note that this information applies to the Disciplinary Domain of Medicine and Pharmacy and not to other disciplinary domains at Uppsala University.

Updates

2025-04-12

Under the heading "Admitted to" in the "Basic Information" tab, the doctoral student and supervisor can now enter information about "Higher education institution resources". Previously, this panel was locked to the ISP administrator.

2025-03-12

  • New heading - "Higher education institution resources", in the tab "Basic information" under "Admitted to".

2025-02-26

  • New tab - "Overview and reflections" provides an overview of key parts of the doctoral student's individual study plan.
  • Download PDF - now you can choose to download all information in an ISP or just information from some of the tabs.

Access to ISP in Ladok

To gain access to ISP in Ladok, you need a user account at Uppsala University and the appropriate permissions for ISP in Ladok. If you do not have this, please contact the department where your doctoral student is registered.

My doctoral students (ISP)

On the Ladok start page, there is a tab called “My Doctoral Students (ISP)”. This tab contains a list of doctoral students that you are the principal supervisor, reviewer, or decision-maker for and that you are linked to in Ladok (1). (If this tab is missing, contact the administration at the department where your doctoral student is registered).

Click on the doctoral student's personal identification number to access their ISP. The link serves as a shortcut to your doctoral student, even when you do not have a current work task in their ISP.

Roles and tasks

Head of doctoral studies

The head of doctoral studies is the reviewer. As a reviewer, you can read the content of ISPs and approve them but not revise them.

Research Training Committee

The Research Training Committee (KUF) is the decision-maker.

Examiner

The examiner is only involved in the annual review of the ISP.

  • For annual reviews without major revisions, the examiner acts as the decision-maker and establishes the ISP
  • For annual follow-up with major revisions, the examiner forwards the ISP to the head of doctoral studies after review

Notifications

Ladok has an automatic notification function for the digital ISP. When an ISP reaches a step in the workflow where you have a task to perform (write, approve, confirm), a notification appears in the "My Doctoral Students" tab (2), and a notification email is sent to the email address registered for you in Ladok.

In the notification in Ladok (2), you can see your current work task, and by clicking the blue link, you will be transferred directly to the doctoral student’s ISP.

Screenshot: Notifications

The doctoral student’s ISP in Ladok

When you enter the doctoral student’s ISP, you will land on the "Workflow" tab. On this page, you approve/establish the ISP after editing or reviewing it, or you can send it back to the doctoral student if corrections are needed.

  1. The content of the ISP is filled in under the tabs from "Basic Information" and down. The "Timeplan" provides a summary of the information entered in the other tabs.
  2. "Completed work tasks" show previous steps in the ISP.
  3. "Current work task" tells you where the ISP is currently at, this is also where you sign and approve the ISP.
  4. "Upcoming work tasks" contain the coming steps in the ISP.
  5. "Established versions" store previous versions of the digital ISP that have been established in Ladok.
Screenshot: Workflow

Reviewing the content of the ISP

In the "Workflow" tab, in “Current work task” you find a description of your work task (6). Enter the tabs "Timeplan" and "Overview and reflections" to get useful overviews of the doctoral student’s planned education and progression.

Once the doctoral student has approved the ISP, it is locked for editing and enters the decision phase. If anything needs to be adjusted at this stage, it must be sent back to the doctoral student with comments on what actions are needed.

Enter the comment in the message box that appears when the ISP is forwarded in the system. The next person in the workflow can then view the information under “Completed work tasks” in the “Message” column.

A description of the task and instructions on what to review can be found in the “Current task” section.

For the head of doctoral studies: If the ISP has been revised in connection with the annual follow-up, the examiner has first approved the annual follow-up.

Approving or establishing the ISP

After reviewing the ISP your task is to approve, establish or send the ISP back to the doctoral student for revision.

  • Click on one of the blue boxes under the heading "Current work task."

If you choose to approve/establish the version, that means you are signing the ISP, and it will be forwarded to the next step in the ISP workflow

When revising the ISP, the principal supervisor must approve the ISP “Approve version (not annual follow-up)” for it to be forwarded to the person responsible for doctoral studies.

If necessary, brief information can be added to the message box when the ISP is forwarded in the system. The next person in the workflow can view the information under “Completed work tasks” in the “Message” column.

The principal supervisor must always specify what has been revised.

Annual follow-up

The annual follow-up is carried out by the doctoral student and supervisor in consultation with the examiner. The examiner must review the documentation in the ISP.

Once the annual follow-up has been completed, the principal supervisor approves the study plan by selecting “Approve version (annual follow-up)”, which is then forwarded to the examiner. The principal supervisor should inform the examiner if the ISP is unchanged and can be approved by the examiner, or if the ISP contains significant revisions that must first be approved by the examiner and then forwarded to the head of doctoral studies. Enter this information in the message box.

If the examiner does not approve the follow-up, it is returned to the doctoral student (and supervisor). The examiner must then have written comments in the message box about what actions to take.

Screenshot: Approve or establish ISP

Filling in the ISP
(Applies to ISP supervisors with editing permission)

Once an administrator has started an ISP version in Ladok, information can be entered in the tabs from "Basic Information" down to "Overview and reflections" in the left menu. The panels "Admitted to" and "General syllabus" in "Basic information" are locked to the ISP-administrator.

The "Timeplan" tab is a summary of entered information in the other tabs, and no new information should be added here.

The doctoral student and principal supervisor both have editing authorisation.

Basic information

Screenshot: Basic information

Admitted to (1)

The information in this panel is retrieved from the student´s admission data in Ladok. Thus, the “Subject instance, start date” is the date when the doctoral student was admitted to the doctoral education in Ladok. The “Subject instance, end date”, is a template date calculated 4 years from the start date in Ladok.

"Higher education institution resources": According to the "Guidelines for Doctoral Education at Uppsala University”, the ISP must specify the commitments (in addition to supervision) made by the parties to ensure a functional education. Enter which resources the institution provides in the education and to what extent these can be expected to be available to the doctoral student during the education. For example, access to experimental measurement equipment, cohorts of collected biological material, or databases.

General syllabus (2)

The ISP-administrator enters information about the general syllabus.

Milestones in third-cycle studies (3)

Select milestones from the predefined list to plan the doctoral student's education per calendar half year.

Screenshot: Milestones

Study activity and funding (4)

Planned activities and funding are entered by the supervisor and doctoral student on a half-year basis.

Reported activities and funding are retrieved from Ladok.

  • Fill in the planned activity and funding (planned employment, as per admission documents).
  • The activity is related to personal work effort in the doctoral studies where full-time (100%) corresponds to 40 hours/week on average over six months.
  • Once the study activity has been reported on a half-yearly basis, the planned activity for the current half-year must be removed.
  • The Research Training Committee (KUF) decides on the revision of activity and funding. If the activity rate changes less than 5 percentage points, it should not be reported and does not lead to revision of the ISP.

Departmental duties (5)

Here a doctoral student´s departmental duties are documented.

Other documentation (6)

Previously established ISPs and other documents of relevance to the third-cycle eduaction can be uploaded here (PDF).

Supervisor and decision-maker

In "New supervisor input," the principal supervisor specifies agreed supervisor input per calendar half year, such as the organization, percentage, or hours of supervision.

Use "Change information" to add a note if there is relevant information that does not fit within the supervisor input.

In the “Note” field, the principal supervisor can specify assistant supervisor as free text.

Supervisor conversation

Select "Type of Meeting," fill in the date and participants.

Supervisor conversations concerning the research project are marked as “Annual follow-up meeting” and documented in “Note”.

Annual follow-up

At least once a year, the ISP must be followed up and, if necessary, revised. The annual follow-up is carried out by the doctoral student and supervisor in consultation with the examiner, and documented as “Annual follow-up meeting”.

In “Note”, the doctoral student and supervisor should evaluate and document how the collaboration has worked over the past year. What has worked well? What has not worked? Any suggestions for changes? Other comments.

See also ‘Overview and reflection’ regarding annual follow-up.

Thesis work

How to use the tab "Thesis Work" is determined by each department. Below, different possibilities are described.

Screenshot: Thesis work

Summary (1)

Here, the preliminary title of the thesis and basic information about it are documented, and the research plan is uploaded (PDF).

The information entered on the “Thesis work” tab can serve as a basis for the annual follow-up.

In case of significant changes to the research plan, the revision must be decided by the Research Training Committee (KUF).

Planning and follow-up (2)

In this panel, planning and follow-up of activities related to the thesis work can be documented, for example the design of the introductory chapter of a compilation thesis.

Part of thesis work (3)

Here, parts of the thesis work can be planned and followed up. This could include an article in a compilation thesis or a chapter (select "Other") in a monograph.

Each subproject gets a separate page and a subheading, "Planning and follow-up," where more detailed follow-up can take place per calendar half year.

Document for the various parts of "Thesis work" what have been completed in the previous year and plan head for the coming year.

Ethical conditions (4)

Any ethical conditions regarding the thesis work can be uploaded here.

Courses and conferences

Courses, conferences, and other credit-bearing activities at the doctoral level are reported in Ladok and when certified they are automatically transferred to the doctoral student's ISP under the heading "Unsorted certified results" (yellow rows). The activities are then sorted under the appropriate headings further down.

Reported results at the doctoral level before 2018, which are found under "Other results" in the doctoral student's overview in Ladok, are not automatically transferred to the doctoral student's ISP.

Screenshot: Courses and conferences

Unsorted certifed results (1)

Certified results at the doctoral level in Ladok are automatically transferred to Ladok ISP and appear under this heading. The results then need to be sorted under the appropriate headings (2, 3, 5, 6).

Once a planned course has been completed, reported and sorted, it should be removed from the planned courses list.

Mandatory courses (2)

Here planned and completed mandatory courses are documented.

Elective courses (3)

Here planned and completed elective courses are documented.

Credit transfer / Credited education (4)

Credited education is automatically transferred from Ladok to here.

Conferences (5) and Seminars and other activities (6)

Under these headings are planned and completed credit-bearing conferences, seminars and other activities.

Non-credit-bearing activities (7)

Planned and completed non-bearing activities in third cycle education can be documented here.

Filling in this section is optional.

Learning outcomes

In the field “Change information” for each learning outcome, the activities that contribute to the achievement of the outcome is documented. A learning outcome is marked as completed when it is achieved.

Filling in this section is optional.

Timeplan

In the timeplan the information entered in the other tabs in the ISP is summarized to give reviewers and decision-makers an overview of the doctoral student´s plans forward. No new information is entered in this tab.

Overview and reflections

This page provides an overview of key parts of the doctoral student's individual study plan per calendar half-year.

Planned activities are indicated in parentheses. If both planned and completed activities exist for the same half-year, the completed activity is shown first, followed by the planned one in parentheses.

100% study activity corresponds to one calendar half year of full-time studies, which means that four years of full-time studies gives a total of 800% study activity.

In reflections, the supervisor and the doctoral student can reflect on the student's progression at different stages of the doctoral education. This may include discussions on achieved milestones, identification of potential obstacles, and planning of future steps.

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