Managing Portfolio Advisors

Portfolio advisors can be created to enable faculty to access learner portfolio artifacts and comment on them.

How to Manage Portfolio Advisors

• Navigate to the relevant portfolio.

• Click 'Manage Advisors'.

How to Add an Advisor to a Portfolio

• Navigate to the relevant portfolio.

• Click 'Manage Advisors'.

• Click 'New Advisor'.

• Begin to type a name and click the green plus icon beside the appropriate name when it displays. The selected faculty should display on the right under the Selected Members list.

• Click 'Save'.

• You will get a success message that the advisors were added to the portfolio and be returned to the list of advisors where the newly added advisors should display.

Note that an improvement in ME 1.13 is that advisors are specific to the portfolio you're working in. Therefore, if one faculty member is working with learners in different cohorts you will need to add the faculty member as an advisor to multiple portfolios.

How to Delete an Advisor from a Portfolio

• Navigate to the relevant portfolio.

• Click 'Manage Advisors'.

• Click on the name of the advisor you wish to delete; a list of their associated learners will display.

• Click 'Actions' on the right side.

• Select 'Delete Advisor'.

• Confirm your choice by clicking 'Delete'.

• You will get a success message that the advisor has been deleted from the portfolio and be returned to the list of advisors.

How to Add Learners to an Advisor

Assigning a learner to a faulty member allows that faculty member to see all artifacts uploaded to the learner's portfolio.

• Navigate to the relevant portfolio.

• Click 'Manage Advisors'.

• Click on the name of the advisor you want to add learners to; a list of any already assigned learners will display.

• Click 'Actions' on the right side.

• Select 'Add Learner'.

• Begin to type a name and click the green plus icon beside the appropriate name when it displays. The selected learner should display on the right under the Selected Members list.

• Click 'Save'.

• You will get a success message that the learners were added to the advisor's list and be returned to the list of advisors where the newly added learners should display.

• Adjust the number of learners viewed per page.

• Move forward and back between pages as needed.

How to Remove Learners from an Advisor

• Navigate to the relevant portfolio.

• Click 'Manage Advisors'.

• Click on the name of the advisor you want to add learners to; a list of any already assigned learners will display.

• Click the 'x' on the right of the learner card for the learner you want to remove from the advisor's list.

• Confirm your choice by clicking 'Delete'.

• You will get a success message that the learner was successfully removed and be returned to the list of advisors where the removed learner should not display.