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IWEBFOLIO
Reviewer Basics
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INSTRUCTIONS
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Use a Supported Browser
Getting Support – Using HELP
Support Options
About Your Profile
Preference Basics
Demographics & Institutions Tabs
Password Basics
Logging In
Navigation
Portfolio Basics
Organizing the Portfolios
Folder Management
Locked Portfolios
Reviewing the Portfolio
Feedback Basics
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Use a Supported Browser
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What browsers are supported by iWebfolio?
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The following browsers are supported by iWebfolio:
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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.
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Getting Support – Using HELP
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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
E-mail: [email protected]
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Support Options
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How can I get technical support?
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FROM UNC HELP DESK: Call 351-HELP or 351-4357
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FROM CEBS SUPPORT CONTACTS:
To schedule training or for answers to questions.
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Kimberly Kaufeld
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E-mail: [email protected]
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FROM NUVENTIVE:
Support is offered Monday thru Friday from 8:30AM to 5PM EST
via email and telephone.
Email support: [email protected]
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About Your Profile
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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, email address, or security question.
You may also renew your account or add
storage space from the “Account” tab.
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Preference Basics
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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 email 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 email) from the “Permission” tab.
SEE NEXT SLIDE
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Demographics & Institutions Tabs
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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).
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Password Basics
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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 email 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.
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Logging In
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Log in at
www.iweb
folio.com.
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You should already
have the account
login and temporary
password provided
to you by the
College iWebfolio
Administrator.
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If you have
forgotten your user
name or password a
link is provided that
may help.
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Tabs for
navigation,
replace the
left-hand
list.
This is the initial DEFAULT screen that should appear after you log in.
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Navigation
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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.
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Portfolio Basics
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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.
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Organizing the Portfolios
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.
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Folder Management
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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.
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How do I create a new 'Folder’?
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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
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How do I move portfolios from one folder to another
folder?
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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
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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
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How can I get portfolios to automatically be placed into a
particular folder?
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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.
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What happens if I delete a folder that has
portfolios in it?
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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.
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Locked Portfolios
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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
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UNLOCK PORTFOLIOS and REMOVE ACCESS tabs
are also found within the MANAGE PORTFOLIOS.
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Reviewing the Portfolio
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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.
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Feedback Basics
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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.
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How do I provide feedback on a portfolio?
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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.
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Why iWebfolio doesn’t allow me to leave feedback?
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Click the button
to leave your
feedback
Please clear
the browser’s
cache
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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.
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What type of feedback can I give on a portfolio?
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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.
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A Closing Note
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If you still have questions or need help getting
started as a Reviewer, please send an e-mail to
Kimberly Kaufeld
at [email protected] to schedule
individual or small group training.
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