Managing ePortfolios

Managing Portfolios

To enable learners to use portfolios, a portfolio and folders must be created for the group of learners. If the portfolio is to include required items, spaces to upload artifacts can also be created.

How to create a portfolio

  • Navigate to Admin>Manage ePortfolios.

  • Click 'New Portfolio'.

  • Designate a cohort for the portfolio and set appropriate start and end dates.

  • By default learners are allowed to export their ePortfolio; if you wish the change that, uncheck the Allow exporting box.

  • Click 'Add'; the new portfolio will be shown in the list of portfolios.

How to add folders to a portfolio

  • Navigate to Admin>Manage ePortfolios.

  • Click on the name of the portfolio you want to work in.

  • Click 'Add Folder'.

  • Provide a folder title and description.

  • Allow Learner Artifacts: This controls whether learners can upload artifacts in addition to any required artifacts. Check it to enable this setting.

  • Click 'Save'; the folder and its description will show up on the screen.

How to edit and delete existing folders

  • Navigate to Admin>Manage ePortfolios.

  • Click on the name of the portfolio you want to work in.

  • For the folder you wish to edit, click the blue pencil icon.

  • Edit the folder as required and click 'Save'.

  • To delete an existing folder click the red trash can icon beside the folder name.

How to add spaces for learners to upload artifacts

  • Navigate to Admin>Manage ePortfolios.

  • Click on the name of the portfolio you want to work in.

  • Within a specific folder, click the green plus button.

  • Provide a title and description (required).

  • You can also add start and finish dates which limit when users will be able to access this artifact.

  • Allow commenting: Check this off if you want faculty advisors and learners to be able to comment on artifacts.

  • Click 'Save'.

How to edit and delete existing artifacts

  • Edit an existing artifact by clicking on the blue pencil icon beside the artifact name.

  • Delete an existing artifact by clicking on the red trash can icon beside the artifact name.

How to edit the time period for an existing portfolio

  • Navigate to Admin>Manage ePortfolios.

  • Click on the name of the portfolio you want to work with.

  • Click the down arrow beside the Add Folder button; select 'Edit Portfolio'.

  • Adjust the portfolio start and end dates as needed and click 'Update'.

  • You will get a green success message on the screen.

How to copy an existing portfolio

  • Navigate to Admin>Manage ePortfolios.

  • Click on the name of the portfolio you want to work with.

  • Click the down arrow beside the Add Folder button; select 'Copy Portfolio'.

  • Designate a cohort for the portfolio and set appropriate start and end dates.

  • By default learners are allowed to export their ePortfolio; if you wish the change that, uncheck the Allow exporting box.

  • Click 'Copy'; the new portfolio will be shown in the list of portfolios.

How to delete an existing portfolio

  • Navigate to Admin>Manage ePortfolios.

  • Click on the name of the portfolio you want to work with.

  • Click the down arrow beside the Add Folder button; select Delete Portfolio.

  • Confirm you decision by clicking 'Delete'.

  • The portfolio will disappear from the list of portfolios.

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