Creating an Assessment Portfolio Template

Note(s): Before an Assessment Portfolio Template can be created, the necessary Artifact Templates and Assessment Tools need to be created from the Administration tab.

Create an Assessment Portfolio Template

  1. Click on Portfolios in the sidebar, then Templates.
  2. Click on Create New Portfolio Template.
Step 1: General Information
  1. Enter a name for the template. This can be a generic name, excluding specific course numbers or terms, as the template can be used multiple times for the current and subsequent semesters. When you send the template, you will have a chance to rename it for better organization.
  2. Enter a Description (optional).
  3. If you choose to allow additional artifacts, students may submit more than you require.
  4. If you to choose to enforce completion, students will be required to attach all artifacts before submitting.
  5. You may make assessors anonymous to the student.
  6. Click Next.


Enter General Information


Choose Additional Options

Step 2: Define Assessment Sequence

Here you will define the assessment sequence for the portfolio template. The assessment sequence can have one or more stages for assessment.

  1. Click add_button (1).png.
  2. Enter the Title for the stage.
  3. Click add_button (1).png to create a placeholder for the assessors who will receive the portfolios.
  4. Each placeholder requires a Title, a Role and the Assessment Tools that will be used for evaluating the portfolio.
    1. Enter a Placeholder Name (e.g., Faculty 1, Faculty 2).
    2. Select a Role from the dropdown menu.
    3. You may make the student anonymous to the assessor.
    4. Select the Assessment Tools that will be used by this assessor by placing a checkmark next to the corresponding form.
    5. Determine if those assessments will be shared with students using Show to Student?
    6. Click Add.
  1. Repeat steps 3-4 until you have created placeholders for each stage.
  2. Click Next.


Define Assessment Sequence


Create Placeholder and Assessors

Step 3: Define Portfolio Tabs 
  1. Enter names for each tab you intend to use in the portfolio. The tabs divide the portfolio template into sections for organization.
  2. Click Next.


Define Portfolio Tabs

Step 4: Define Portfolio Contents

This step creates a separate section for each tab defined in Step 3.

  1. Visible to: Indicate which assessors can view each tab by selecting their corresponding checkbox.
  2. Instructions (optional): Insert directions for each section of the portfolio.
  3. Click add_button (1).png to add a placeholder for required artifact type(s) the student must submit.
  4. Select an Attachment Type from the artifact types available.
  5. You may select a Reflection Form (optional), if one is required.
  6. Select the Standard Body (optional) the selected artifact meets or needs to meet from the dropdown menu.
  7. Click Add.
  8. Repeat steps 1-5 for each section/tab you have created.
  9. Click Next.


Define Portfolio Contents


Adding Attachment Placeholder

Step 5: Review and Finish
  1. Make the Portfolio Template active, by selecting Yes.
  2. Click Save.


  • You cannot send the template to students unless it is active.
  • If your templates for different portfolios vary slightly, you can copy a template and make adjustments.


Review and Finish

You can also refer to the video link : Create Portfolio Template

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