IWEBFOLIO Reviewer Basics Prepared by CEBS 1

Topics Covered Prepared by CEBS 2  Use a Supported Browser Use a Supported Browser  Getting Support – Using HELP Getting Support – Using HELP  Support Options Support Options  About Your Profile About Your Profile  Preference Basics Preference Basics  Demographics & Institutions Tabs Demographics & Institutions Tabs  Password Basics Password Basics  Logging In Logging In  Navigation Navigation  Portfolio Basics Portfolio Basics  Organizing the Portfolios Organizing the Portfolios  Folder Management Folder Management  Locked Portfolios Locked Portfolios  Reviewing the Portfolio Reviewing the Portfolio  Feedback Basics Feedback Basics Topics Click on this symbol to return to this Topics Covered INSTRUCTIONS To advance to the next slide, click anywhere on a slide OR Click on these links to go directly to the topic covered

Use a Supported Browser Prepared by CEBS 3  What browsers are supported by iWebfolio?  The following browsers are supported by iWebfolio:  Apple MACs: Firefox, Safari, Internet Explorer,and Netscape are supported. Supports viewing of portfolios and many types of documents on Apple’s iPhone and iPhine 3G within the Safari browser.  Windows: Internet Explorer 5.x or greater, Netscape 7.x or greater and Firefox are supported. Topics

Getting Support – Using HELP Prepared by CEBS 4  Before you start is might be refreshing to know that you have several options for support. If at any time you need help, don’t hesitate to use one of the support options. Your time is valuable and nothing feels worse than getting frustrated.  Training is available for one-on-ones, often the same day, or for a small group by arrangement, usually within a day or two. To arrange training contact:  Kimberly Kaufeld  Office Hours: Tuesday – Thursday, Fridays by appointment  Topics

Support Options Prepared by CEBS 5  How can I get technical support?  FROM UNC HELP DESK: Call 351-HELP or  FROM CEBS SUPPORT CONTACTS:  To schedule training or for answers to questions.  Kimberly Kaufeld   FROM NUVENTIVE:  Support is offered Monday thru Friday from 8:30AM to 5PM EST via and telephone.  support: Topics

About Your Profile Prepared by CEBS 6  What is 'My Profile'?  “My Profile” displays your iWebfolio account information. Tabs in My Profile include “Account,” Preferences,” “Demographics,” and “Institutions.”  Choose “Account” to change or view your password, address, or security question. You may also renew your account or add storage space from the “Account” tab. Topics

Preference Basics Prepared by CEBS 7  The “Preferences” tab allows you to set the defaults for your account. In “Preferences,” you can choose:  A default attachment type (Item, File, or Website)  The default role to be displayed when you login (when you have multiple roles such as owner, reviewer, administrator).  The default subject line to be used when an is sent to custom reviewers.  The default permission whether to allow reviewers to download your portfolios, and the default type of feedback for your portfolios (Public, Affiliated Public, or Private).  Note that these setting are only the default settings; you may override the setting for any portfolio you create. You may also set the time zone and preference for messages (displayed in the message center or sent by ) from the “Permission” tab. SEE NEXT SLIDE Topics

Prepared by CEBS 8 Topics

Demographics & Institutions Tabs Prepared by CEBS 9  Choose the “Demographics” tab to enter your personal information. Fields in this screen include location, gender, birth date, marital status, education level, year of graduation, major, minor, and ID number.  The “Institutions” tab shows the names and codes for the institutions with which you are affiliated. It also displays the roles assigned to your iWebfolio account at each institution (Owner, Review, Administrator). Topics

Password Basics Prepared by CEBS 10  How do I change my password? Step 1: Under the ‘Account Information’ category in the left hand navigation bar click ‘Change Password.’ Step 2: Enter your current password. Step 3: Enter the new password. Step 4: Verify the new password by entering it again. Step 5: Click ‘save.’  What is my 'Security Question?’  iWebfolio will your login information to you if you can’t remember your user name or password. In order to protect your information, you selected a “Security Question” and answer when you set up your iWebfolio account. Your security question should be something that you know, but that others are unlikely to know. Topics

Logging In  Log in at folio.com. folio.com  You should already have the account login and temporary password provided to you by the College iWebfolio Administrator.  If you have forgotten your user name or password a link is provided that may help. Prepared by CEBS 11 Topics

Prepared by CEBS This is the initial DEFAULT screen that should appear after you log in. Topics Tabs for navigation, replace the left-hand list.

Navigation Prepared by CEBS 13  If you are a returning user you will notice that the “home” page is different and contains quick links to many often used areas. You will also notice that the left-hand navigation list is no longer there and has been replaced by tabs across the top.  How do I navigate within iWebfolio?  DO NOT USE THE BACK button on your browser when navigating within iWebfolio.  Use the navigation buttons within the application. Using the back button on your browser will give unpredictable results. If at any time your browser does not respond, click the stop button in your browser’s tool bar and try the action again. Topics

Portfolio Basics Prepared by CEBS 14  What is a Portfolio?  A portfolio is a carefully selected collection of artifacts used to show an individual's growth, capabilities, competencies, and experiences. Portfolio artifacts may include: text files, multi-media files, descriptions of experiences, reflections, journal entries, work experience, skills, learning objectives, learning goals and more. A portfolio owner (e.g., student) can create an unlimited number of portfolios that can be organized and displayed according to purpose and / or audience. Topics

Organizing the Portfolios Prepared by CEBS 15 How can I organize the portfolios to which I have been granted access? As reviewers are granted access to multiple portfolios, they may find navigating among the portfolios becomes cumbersome. Several options for organizing the portfolios are provided in iWebfolio, including the following: Creating folders in which new portfolios will be automatically placed, based on the template used to create the portfolio Creating folders and manually moving portfolios from the default folder to the new folders Removing reviewer access to a portfolio, which eliminates the portfolio from the reviewer’s list of portfolios for review. Topics

Folder Management Prepared by CEBS 16  What are 'Folders' and why should I use them?  Folders are collections of portfolios to which a reviewer has been granted access. Portfolio reviewers who have iWebfolio reviewer accounts may create folders to organize portfolios for review. Placing portfolios into folders allows the reviewer to organize the way in which portfolios are presented when reviewers log in to their reviewer accounts. Reviewers may choose, for example, to automatically place all portfolios created using a specific template into a specific folder. By default, all reviewers have a "Default Folder" for portfolios not placed into another folder. Topics

Prepared by CEBS 17 How do I create a new 'Folder’? You can use folders to keep portfolios organized within iWebfolio just as you do on your PC. Step 1: Click ‘Portfolios for Review’ tab. Step 2: Click the ‘New Folder’ link Step 3: A popup window will appear prompting you for the folder name. Enter the folder name and click ‘Add Folder’ HOME New Folder Topics

Prepared by CEBS 18 Reviewers may move portfolios from one folder to another either automatically or manually. New portfolios may be automatically placed into a folder by associating a specific template with a folder. Sometimes, however, the reviewer will want to move existing portfolios or will want to place portfolios that are not based on a template into a specific folder. Step 1: Under the “Portfolios for Review.” Step 2: Click the “Manage Folders” link. Step 3: Select a source folder and a destination folder from the drop-down menus. Step 4: Lists of portfolios currently located in the source folder and the destination folder will be displayed. Step 5: Select the portfolios you wish to move from the source folder. Step 6: Click the “move” button. See example on next slide Topics How do I move portfolios from one folder to another folder?

Prepared by CEBS 19 Step 1: Choose Manage Portfolios. Step 2: Choose a source folder. Choose a destination folder. Highlight portfolio in source folder to move and click on MOVE Topics

Prepared by CEBS 20 Portfolios created from a template may be placed automatically into a particular folder by associating the template to a folder. When portfolios are created using the selected template and the owner grants permission to the reviewer, the portfolios will be placed into the chosen folder. Step 1: Under the “Portfolios for Review”, click on the folder you would like all portfolios based on a particular template to go into. Step 2: Select a folder or create a new folder. (See “How do I create a new folder?”) Step 3: Click the “Edit Folder” link. Step 4: Click the “Templates” tab. Step 5: A list of templates will be displayed. Step 6: Click the “Add” link. Topics How can I get portfolios to automatically be placed into a particular folder?

Prepared by CEBS 21  iWebfolio will not permit a reviewer to delete a folder until all portfolios have been moved or until the reviewer has removed access to the portfolios. You may not delete a default folder. Topics What happens if I delete a folder that has portfolios in it?

Locked Portfolios Prepared by CEBS 22  What is a locked portfolio?  A reviewer may wish to use the “locking” feature in iWebfolio when portfolios must be submitted for review by a particular date or time. When a portfolio is locked, a “time stamp” is placed on the portfolio indicating when it was locked.  Locking the portfolio also prohibits the owner from editing or changing the portfolio until it is unlocked by the reviewer. How do I unlock a portfolio that has been locked? The reviewer must unlock the portfolio to permit the owner to add artifacts to the portfolio or edit the portfolio in any way. Under “Portfolios for Review” tab. Click on the folder containing the portfolio you wish to unlock Click on the “Unlock” link next to the portfolio you wish to unlock Topics

Prepared by CEBS 23  UNLOCK PORTFOLIOS and REMOVE ACCESS tabs are also found within the MANAGE PORTFOLIOS. Topics

Reviewing the Portfolio Prepared by CEBS 24  How do I review a portfolio? Step 1: Under the “Home” tab click Review next to the portfolio you wish to review or Step 2: Click on the “Portfolios for Review tab.” Step 3: Click on the folder containing the portfolio you wish to review. Step 4: Click on the “Review” link next to that portfolio. Topics

Feedback Basics Prepared by CEBS 25  Feedback received from the reviewer helps the portfolio owner improve the portfolio and the artifacts it contains. Communication from the reviewer to the owner may also encourage the owner to reflect on the processes and products involved in creating a portfolio. Topics

Prepared by CEBS 26 Under “Portfolios for Review tab.” Step 1: Click on the folder containing the portfolio you wish to review. Step 2: Click on the “Review” link next to that portfolio. Step 3: Click on the ‘Add Feedback’ in the bottom right hand of the screen. Feedback may have been disabled for specific items via the template used to create the portfolio. You will see ‘Feedback not permitted here’ if feedback has been disabled for the item you are viewing. To provide feedback on the entire portfolio, rather than one item in a portfolio, click the name of the portfolio at the top of the screen. Step 4: If a measure was associated with the portfolio, you will be able to complete the defined measure. Otherwise you can enter your own rating and narrative feedback. The ‘Release Date’ will determine the date the feedback is available to the owner of the portfolio. The ‘Feedback Type’ will determine who else can see the feedback you give to the portfolio owner. If you choose ‘Public’ anyone else with permissions to the portfolio can view your feedback. If you choose ‘Private’, only the owner of the portfolio will be able to view the feedback. If you choose ‘Public Affiliated’ other reviewers affiliated with your institution can view your feedback. Topics How do I provide feedback on a portfolio?

Prepared by CEBS 27  Normally, you can leave feedback by clicking the rectangular button. If the rectangular box is empty, you will need to clear your browser’s cache. Why iWebfolio doesn’t allow me to leave feedback? Please clear the browser’s cache Click the button to leave your feedback Topics

Prepared by CEBS 28 What type of feedback can I give on a portfolio?  Reviewers may provide several forms of feedback to portfolio owners. Narrative comments may be provided on the portfolio as a whole or on individual artifacts within the portfolio. Feedback may be provided using ratings on rubrics or a simple scale. Reviewers may also attach files or link web addresses to the portfolio in order to provide examples or additional suggestions to the owner. Topics

A Closing Note Prepared by CEBS 29  If you still have questions or need help getting started as a Reviewer, please send an to Kimberly Kaufeld  at to schedule individual or small group training. Topics