Manage Portfolios: Add a New Item to the Portfolio

Using the portfolio feature, your school can upload documents for parents, students, and teachers. After adding items to the portfolio, you have the flexibility to customize who can access each item. For more information on managing portfolio permissions, see the topic Edit Portfolio Document Permissions.

  1. On the Demographics screen, click a student, and click .
  2. Click Add New [F2].
  3. Select a file on your computer.
  4. Add a Description and any Remarks in their respective boxes.
  5. Click    to choose the date if the date is different than the present day.
  6. Do either of the following:
    • Click a category from the Category  drop-down list.
    • Click Add New, click Add [F2] in the Portfolio Category dialog box, enter the name of the new category, click Save [F10], click Done, and then click the category from the Category drop-down list.
  1. To assign other Administrator's Plus users as Co-Owners, select the check box(es) next to any users' names.

    A Co-Owner can access, edit, and delete this portfolio item. You may assign more than one other Co-Owner to an item.

  2. To set Parent, Teacher, or Student visibility, do either of the following in the respective area:

    • Click Visible to allow all parents, teachers, and/or students to access this item.
    • Click Not Visible to restrict all parents, teachers, and/or students from accessing this item.

      The following figure illustrates steps 8–10.

  3. To set Administrator's Plus user visibility, do one of the following:
    1. Click Default to give each Administrator's Plus user the visibility that was assigned to his or her user rights.

      For more information on setting user rights, see the topic Manage Users and User Rights.

      • Click Always Visible to allow Administrator's Plus users to access this item.
      • Click Not Visible to restrict all Administrator's Plus users from accessing this item.
  4. Click Done.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.