Overview
This article goes through the process of adding and managing Self-Study evidence. Contributors can upload files within assigned sections to link them to narratives, while administrators use the Overview page for high-level organization. This includes creating folders, sharing files across multiple standards, and monitoring attachment statuses to ensure the report remains organized and free of upload errors.
Adding Evidence to an Individual Standard
In each section of the Self-Study, content contributors have the ability to add evidence to the area they have been assigned.
This evidence is uploaded through the Manage Evidence function on the right of the section's landing page:
This will bring the user to a page where evidence can be added from a variety of sources:
Maximum file size and acceptable file types will be listed in the top-left.
NOTE: When adding evidence, an error message will appear if there are any unacceptable symbols in the evidence title. This is to ensure that there no server error issues, or errors when exporting the self-study.
Once the evidence is uploaded, it can be utilized in the section's Narrative by opening the Evidence menu:
Here, a user can highlight text within their Narrative and create a link to the uploaded evidence:
Managing Evidence from the Overview page
A Self-Study Administrator may find that they would like to view and manage all evidence that has been uploaded to the entire report, without necessarily clicking into each individual section of the self-study.
To do so, an administrator can select the Manage Evidence function on the Overview page of the self-study.
This will produce the list of attachments that have been added to various sections of the self-study.
To share an attachment with additional sections, a user would click the Share With Standards link and then select the additional standards that the attachment will need to be referenced in.
Creating and Managing Folders to Organize Evidence from the Overview Page
A Self-Study Administrator can create a folder by clicking the + icon and adding a title for the folder.
The All Evidence area shows all files in one place. After creating a folder, the administrator can move files between folders, or from All Evidence to a specific folder.
To move files between folders, click the action menu, Move to Folder, then choose the destination folder from the list to relocate the file.
Note: Any evidence that has been added will still be visible under All Evidence.
Next to each piece of evidence, the administrator will be able to see the status and which specific standards the evidence is linked to.
Folder Renaming and Deletion
Self-Study Administrators can rename or delete folders as well. When a folder is deleted, all of the files within the folder are removed, and their location in the All Evidence area is updated to "Unassigned." To access this function, click the action menu next to the folder title and select Rename or Delete.
Individual pieces of evidence can't be deleted from a folder. Evidence can only be removed from the folder and deleted from the All Evidence Area.