IWEBFOLIO Student Basics This assumes you already have your account. If you do not have your account you must set that up before this lesson. See the PowerPoint Getting Your Account for basic instructions on setting up your account. Prepared by CEBS 1

iWebfolio Privacy Statement Prepared by CEBS 2 UNC iWebfolio Privacy Statement  You must protect the privacy of individuals at all times; images of individuals used in your portfolio must not be identifiable. You only are allowed to use visual representations of others by photographing individuals from the back or by using technology to blur the faces of the individuals. In addition, do not use names of school districts, schools, teachers, or students. You may use pseudonyms but make a note in the artifact that pseudonyms have been used. It is your responsibility to demonstrate your understanding of this legal and ethical teaching practice.

Topics Covered Prepared by CEBS 3  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  Creating a Portfolio Creating a Portfolio  Select a Reviewer(s) Select a Reviewer(s)  The First Portfolio Screen The First Portfolio Screen  Adding a File Adding a File  Adding an Item Adding an Item  Feedback Basics Feedback Basics  A Closing Note A Closing Note 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 Topics Click on this symbol to return to this Topics Covered End the show at any time by returning to Topics Covered and clicking on this symbol.

Use a Supported Browser Prepared by CEBS 4  What browsers are supported by iWebfolio?  The following browsers are supported by iWebfolio  Apple MACs: Firefox, Netscape, Sarari, and Internet Explorer are supported.  Windows: Internet Explorer 5.x or greater, Netscape 7.x or greater and Firefox are supported Topics

Getting Support – Using HELP Prepared by CEBS 5  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: by appointment.  Topics

Support Options Prepared by CEBS 6  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 7  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 8  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 9 To set preferences: Click on Preferences under Account Information The PREFERENCES tab will be darker than the other tabs. See Next Slide for description Topics

Demographics & Institutions Tabs Prepared by CEBS 10  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 11  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  You should already have the account login and password provided to you by  If you have forgotten your user name or password a link is provided that may help. Prepared by CEBS 12 Topics

Prepared by CEBS 13 The drop-down box here will say Owner. You should see MY PORTFOLIOS by clicking Portfolio. This is the initial DEFAULT screen that should appear after you log in. Topics

Navigation Prepared by CEBS 14  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 15  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

Creating a Portfolio Prepared by CEBS 16 How do I create a portfolio based on a template? Step 1: Click the My Portfolios link in the left navigation bar. Step 2: Click the Create New Portfolio link near the top center of the screen. You will be asked whether you would like to base the portfolio on a template. Step 3: Select the option Yes from the dropdown menu. A list of available templates will be displayed. Note that the templates are organized into folders. Step 4: Click on the name of a folder at the left to view the list of templates contained in that folder. Step 5: To view a template before selecting it, click the View link to the right of that template. Step 6: When you have found the template you want to use to create your new portfolio, click the Select link. SEE NEXT SLIDE FOR EXAMPLE Topics

Prepared by CEBS 17 Would you like to base this Portfolio on a template? Choose YES from the drop-down box. Select or View available templates.

Select a Reviewer(s) Prepared by CEBS 18  If default permissions have been set by the template, you will see a list of reviewers who will have access to your portfolio.  To revoke permissions, click the Remove link to the right of each reviewer's name. When you have completed removing permissions, click the next button to continue.  Note that a reviewer with permissions is able to view your portfolio. Removing a reviewer's permissions will prevent that person from viewing your portfolio. You may also change permissions to add or remove reviewer access after the portfolio has been created.  SEE NEXT SLIDE FOR EXAMPLE

Prepared by CEBS Notice Default Reviewers 3: Remove Defaults if desired 4: Adding Reviewers: Check the box by your professor’s name and click “Save” 1. Click Permissions tab to set up your reviewers

Prepared by CEBS 20  At the prompts, provide your First and Last Name, the Portfolio Name, and the Portfolio Description. Your name will be prefilled with the information from your profile. A default portfolio name will also be prefilled if one was provided from the template; otherwise, you must provide a portfolio name.  Click the Save button. You will be taken to the edit portfolio screen where you can begin adding artifacts.

The First Portfolio Screen Prepared by CEBS 21 Topics Choose a CATEGORY and Add Attachment INSTRUCTIONS

Adding a File Prepared by CEBS 22 Adding a new file is easy. Before you add any artifacts to your portfolio, you need to add your file to iWeb server first. Here’s how: Topics 1: Click on Files 2: Click Add New File

Adding a File cont. Prepared by CEBS 23  Click on Browse. This works in the same way as retrieving a file for any program (e.g. MS Word). Find the location of your document then click Save File(s). Make sure My Files is chosen here. Topics

Adding a File cont. Prepared by CEBS 24  The file you’ve added will show on this screen You will be able to then attach the file to a category in your portfolio as instructed by your instructor. Topics

Adding an Item Prepared by CEBS 25  Adding an Item works in a similar way as adding a file. You will choose Items, then click on Add New Item. Topics

Adding an Item cont. Prepared by CEBS 26  After clicking on Add New Item, the screen will look like this: Name your item, add (optional) comments, then create your item in the same way you create a word processing document. The item will be “WYSIWYG” (what you see is what you get). Click Save & Continue to continue working on the item or Save & Return when you are done. Topics

Adding an Item cont. Prepared by CEBS 27  WYSIWYG Demonstration. Topics

Files & Items Options Prepared by CEBS 28  After creating a File or an Item, you will be able to Edit, View, Copy, or Delete. View each after you’ve finished to be sure the File or Item is what you want it to be. Then you can attach either to your category as directed. Files and Items are stored for you online so you can access them whenever you are online. Your iWebFolio is a good place to store important document you will need for your portfolio before you are required to attach them. Topics

Feedback Basics Prepared by CEBS 29  You can review the feedback from your reviewers often by clicking on Feedback here: Topics

A Closing Note Prepared by CEBS 30  If you still have questions or need help getting started, please send an to Kimberly at for support or to schedule training. Topics