Table of Contents
- Who can create Portfolios
- How to create & establish settings
- How observations are added to a Portfolio
Who can create Portfolios?
Portfolios can be created by any user in the account. This can be decided based on the purpose of the Portfolio and the needs of your program.
Directors and Administrators can establish a framework for Portfolios at the center or organization level, and choose specific classrooms and students to be included in each one. Teachers will then be able to access and complete the Portfolio from their account level. Portfolio frameworks created at the level of Directors and Administrators can provide consistency throughout a program’s assessments.
Teachers can build a Portfolio at the classroom level. All Teachers in the classroom will be able to access and edit it. Teacher Portfolios are great for tracking IEPs and for documenting growth within custom classroom standards based on curriculum.
How do I create a Portfolio?
Creating a Portfolio is easy!
- Add learning standards to the account as Tags. Reach out to our team or contact your account manager for assistance with this. You can also create Tags for your account from your level of access. Read more about how to proceed with this option by clicking here.
- Navigate to the Portfolios tab on your menu. If you are a Director or Administrator, you can create a Portfolio within the first tab under “School Portfolios,” if you are a Teacher, you can navigate to “My Portfolios.”
- Click the green and white plus button in the bottom right hand corner of the page to create a new Portfolio. A window will appear, prompting you to establish the settings. It will look like this:
These settings are important as they will dictate what observations flow into your Portfolio!
- The first required item is the name of your Portfolio.
- Tip: If you are creating a Portfolio from a higher level of access, you may consider naming it based on the time frame your program is reporting the growth on, for example, “Fall 2020.” This specificity can help to organize your Portfolios.
- Next, choose your date range.
- Tip: This date range will dictate what observations are pulled into the Portfolio. One great thing about Portfolios is that this date range can extend beyond your school periods, making the range of coverage more flexible!
- Then, add the Tags that you will need to assess the student growth based on.
- Tip: You can mix and match Tags and use any combination to track growth in specific learning domains! For example, if you wanted to track gross and fine motor skills, you can select these items and exclude other domains. You can also select more than one entire folder of standards at one time, for example, you could include the Preschool KDI's and your state Preschool standards.
After you have established those three things, that same window will prompt you to finish setting up your Portfolio by choosing your preferences for the ratings and where you want comments to appear. The second part of the window will look like this:
- Ratings & Comments - select where you would like Ratings & Comments to appear throughout the Portfolio:
- Allow on both Tags and Folders will activate the option to include these items on folders, which are often larger developmental domains, such as “Approaches to Learning” as well as on the more specific items within that larger domain such as “A. Initiative and Planning.” You may want to score students at the larger level, more specific level, or both, and here is where you can make that determination.
- Allow on Tags only will activate the option to add additional ratings and comments on the specific Tag in the folder.
- Allow on Folders only will activate the option to add additional ratings and comments only to the folder and not to the specific tag within the folder.
- Cover Page Design - When you share your Portfolio, this is where you choose design will appear on the top of the page. If you have a school logo added to your account, you can opt to use it here. If you do not have your school logo added to the account, please reach out to firstname.lastname@example.org to inquire about this being added.
- Required Items - This is where you select what items will be required in order for the Portfolio to be marked complete. Once a required item is determined, a red asterisk will appear in the Portfolio to indicate where an item must be entered in order to fulfill completion.
- Rating refers to the rating entered on tags or folders that are selected under the first option “Ratings & Comments.”
- Observations are Moments (photos, videos, or anecdotes). Choosing to require this item will mean that each section of the Portfolio must have a Moment included in order to fulfill completion.
- Comments refers to the comments on folders and tags based on the earlier selection under “Ratings & Comments.” If comments should be included on tags or folders, this is where comments can be made into a required item.
We recommend playing around with these settings as you are familiarizing yourself with this feature in order to see what works best for your program!
As an Administrator or Director, when you create a Portfolio, you will be given the option to select a subset of students, an entire classroom, or multiple classrooms to be included:
When a Portfolio is opened by a Teacher, they will then be able to work on Portfolios for each of their individual students in that classroom:
How do I add observations to a Portfolio?
There are two ways that observations are added to a Portfolio.
The first way occurs automatically as Teachers capture documentation during the school day! As Teachers carry out their normal workflow, the observations they create will flow into their student’s Portfolios.
The three things that inform what observations flow into the Portfolio are the 1) date, 2) students, and 3) tags. See the image below for where you can add a standard to an observation as part of your workflow:
If the date, the student, and the learning standards (added as tags) on an observation all correspond to the settings of a Portfolio, the observation will appear automatically, without any additional work!
The second way is to manually add an observation to a Portfolio. Navigate to the Portfolio you are working on, click into a particular student, then either click “Start” or click into a section (folder or tag) as seen below:
Under each section, you will see the option to “Add observation:”
After clicking “Add observation,” a pop up menu will allow you to choose from the following options:
- Add from Moments will allow you to select an observation directly from your Moments page.
- Upload Photo/Video will allow you to select media from your device or external storage site such as Google Drive.
- Add Anecdote will allow you to create a text-based Moment.
What happens when a student moves classrooms?
When a student moves to a new classroom in your program’s COR Advantage account, their Portfolios from old classrooms are available to be viewed on their student profile in the Roster page. The new Teacher cannot edit these Portfolios, but can view them to better understand the child’s developmental history.
Can I change the settings of a Portfolio after it’s already created?
Yes! You can go back and update the settings as needed. Navigate to Portfolios, then on your overview page of all Portfolios that have been created at your level, click the three dots on the bottom right:
Then click “Settings” to make any necessary changes.
Can a Portfolio cover all of the years that a child attends our Program?
Portfolios are designed to track development for a single period or year, so should not span multiple school years.
How can I share Portfolios?
You can share Portfolios by navigating to the Portfolios overview page, and clicking the three dots in the bottom, right corner of a Portfolio and then clicking "share." You can also share a Portfolio when you are overviewing an individual Portfolio by clicking on the paper airplane icon in the top right corner of the screen.
How can I access Portfolios?
Not seeing Portfolios on your menu? If you are interested in adding them or to learn more, you can read our overview here, or reach out to us at email@example.com to inquire about a trial period for your program and to learn about pricing!