Access/Manage Portfolios | Scribe

    Access/Manage Portfolios

    • Missouri Connections Training |
    • 21 steps |
    • 56 seconds

      View Student/User Portfolios

      1
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      2
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      3
      From here, you will be able to see a list of student/user portfolios based on the fields you selected in the previous steps. You can rearrange some of the columns by alpha/numeric order by clicking the purple links at the top. You can **Edit**, **Delete**, and **View** portfolios here. You can also **Reset Password** here, but Clever/ClassLink schools should NEVER reset passwords in Missouri Connections and for non-Clever/ClassLink schools that do reset passwords here, those passwords will be temporary. Please see the ***Reset Student/User Password & Export for Upload*** guide in Admin Tools for a more efficient way to reset passwords.
      4
      You can also generate an excel form or print sheet of this list. Click "Select" to select all portfolios, or select individual portfolios by clicking the box next to their name. Click "Export" to generate an excel sheet. Click "Print" to generate a print sheet.
      You can also generate an excel form or print sheet of this list. Click "Select" to select all portfolios, or select individual portfolios by clicking the box next to their name. Click "Export" to generate an excel sheet. Click "Print" to generate a print sheet.

      Hide Student/User Portfolios

      alert ordinal icon
      Clever/ClassLink schools should never manually hide portfolios - that happens automatically for you.
      5
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      6
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      7
      Select "Hide Selected Portfolios" from the drop-down box of available portfolio tasks
      Select "Hide Selected Portfolios" from the drop-down box of available portfolio tasks
      8
      Click "Select" to select all portfolios, or select individual portfolios you want to hide by clicking the box next to their name. Then click "Execute Task". Those portfolios will now be hidden.
      Click "Select" to select all portfolios, or select individual portfolios you want to hide by clicking the box next to their name. Then click "Execute Task". Those portfolios will now be hidden.

      Transfer Student/User Portfolios

      alert ordinal icon
      Clever/ClassLink schools should only ever manually transfer portfolios when a student/user is heading to a school/organization that does NOT also use Clever/ClassLink
      9
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      From your site admin/staff account click "Portfolios & Groups" and "Manage Active Portfolios"
      10
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      Select your Search Mode from the following options: "Last Name begins with", "Group", "Graduation Year", or "All Users in Site", then click "Generate New List"
      11
      Select "Transfer Selected Portfolios" from the drop-down box of available portfolio tasks
      Select "Transfer Selected Portfolios" from the drop-down box of available portfolio tasks
      12
      Click "Select" to select all portfolios, or select individual portfolios you want to transfer by clicking the box next to their name. Then click "Execute Task"
      Click "Select" to select all portfolios, or select individual portfolios you want to transfer by clicking the box next to their name. Then click "Execute Task"
      13
      If you need to transfer a portfolio to a building/district/organization outside of your own, call or email Missouri Connections @ 660.562.1046 or [email protected] to get the New Site's Username & Password to enter here. OR if you need to transfer a portfolio to a building in your district, select that building from the list.
      14
      Click "Continue"
      15
      You will receive a confirmation when the portfolios have been transferred