Design Your Own Portfolio

Create portfolio from template

CIG Coordinator, 3 CIG Participants, Evaluator, Reviewer

ST.Script.02.Set-up portfolio site

1

Log in as CIG Participant

2

Select the Portfolio site tab.

The Portfolio site home appears.

1

Click on Portfolio

Portfolio page displays with the "My Portfolios" tab being displayed

2

Click the Create New Portfolio link

Portfolios page displays any templates that are available and a Design your own portfolio option

3

Enter a name for your portfolio, select Design your own portfolio and click Create

Page displays with your portfolio title, the option to edit the title and/or the description, three tabs: Summary, Add/Edit Content, and Share With Others

4

Click the Add/Edit Content tab or link

Add/Edit Content tab becomes active with options to Add Page, Select Layout and Select Style

5

Click the Add Page link

Edit Page displays, with Title and Layout being mandatory

6

Enter a Title, click on the Select Layout link

Manage Portfolio Layouts page displays

7

Click the Select link beside the Content Over Text layout

Edit Page displays again with Content Over Text as the selected layout and an image displaying the layout type

8

Scroll down to add page content. After adding content, click Save Changes

Add/Edit Content tab displays, with icons to edit or remove the page just created.

9

Check the Page Navigation checkbox, then click Save Changes, and click the Preview the Portfolio link

Your portfolio page should display with the text/items added to it. Close this browser window.

10

Repeat steps 5 - 8, using different layouts each time. Then click Save Changes on the Add/Edit Content page and then Preview the Portfolio.

Verify that all pages display as expected for each type of layout.

1

Click on Portfolio

Portfolio page displays with the "My Portfolios" tab being displayed

2

Select Duplicate from the Actions drop-down list

There should now be a copy of your portfolio in the list

3

Select Edit from the Actions drop-down list beside the copy of your portfolio

The page to edit the title, description, add/edit content, etc, displays

4

Click on Edit Title and rename the title to Copy 1... and click Save Changes

The new title should now be displayed at the top of the page

5

Click the Reset icon at the top of the page

The Portfolio page displays and you should see the new titles in the list

6

Preview the portfolio copy and the original

The content should be the same for both portfolios

7

Repeat steps 2 - 4 four times, changing the copy # in the title. Click the Reset icon.

You should now see five copies of the original portfolio in the list

1

Click Portfolios, then select Edit from the Actions drop-down list beside copy 1 of your portfolio

Summary tab displays

2

By default, the portfolio Status is Active and Comments are disabled. Change the Comments setting to Allow. Click the Share with Others link.

Share with Others tab displays

3

Click the Click here to share with others link

Add people to share with displays.

4

Select some of the users, including the one who will be Participant2. Click Add and return

Sharing with the following people displays, listing the users you just selected to share with.

5

Check the checkbox for Everyone I share this portfolio with may collaboratively contribute material, then click on the Reset icon.

The Portfolios page displays again and there should be a checkmark under the Active and Shared columns. Under the Comments column there should be a (0).

1

Click Portfolios, then select Edit from the Actions drop-down list beside copy 1 of your portfolio

Summary tab displays

2

By default, the portfolio Status is Active and Comments are disabled. Click the Share with Others link.

Share with Others tab displays

3

Click the Click here to share with others link

Add people to share with displays.

4

Click the arrow beside Select by and select entering an email adress

A textbox displays for entering an email address

5

Enter an email address that is not associated with this site and click Add and return

Sharing with the following people displays the email address you just entered

6

Click on the Reset icon.

The Portfolios page displays again and there should be a checkmark under the Active and Shared columns.

1

Click Portfolios, then select Share from the Actions drop-down list beside copy 1 of your portfolio

Share with Others tab displays

2

Check the checkbox for Everyone on the internet can see this portfolio, click on Show public URL, copy the URL and save it for later scripts, then click on the Reset icon.

The Portfolios page displays again and there should be a checkmark under the Active column and Public under the Shared column.

1

Click Portfolios, then select Edit from the Actions drop-down list beside copy 1 of your portfolio

Summary tab displays

2

By default, the portfolio Status is Active and Comments are disabled. Click the Share with Others link.

Share with Others tab displays

3

Click the Click here to share with others link

Add people to share with displays.

4

Click the arrow beside Select by and select picking roles related to this site

A list of roles displays.

5

Check the box for the Evaluator role and click Add and return

Sharing with the following people displays the role you just selected

6

Click on Send automated email message to all of the people with whom you are sharing your portfolio.

A message displays stating a notification was sent

7

Click on the Reset icon.

The Portfolios page displays again and there should be a checkmark under the Active and Shared columns.

1

Click Portfolios, then select Edit from the Actions drop-down list beside copy 1 of your portfolio

Summary tab displays

2

By default, the portfolio Status is Active and Comments are disabled. Click the Share with Others link.

Share with Others tab displays

3

Click the Click here to share with others link

Add people to share with displays.

4

Check the boxes for all users in the site and click Add and return

Sharing with the following people displays all the users you just selected

5

Check the box for the Everyone on the internet can see this portfolio and copy the public URL. Click on the Reset icon.

The Portfolios page displays again and there should be a checkmark under the Active column and Public under the Shared column.

1

Log in as Participant2 and click Portfolios, click on the Portfolios Being Shared with Me

Portfolios Being Shared with Me tab displays, listing all shared portfolios

2

Click on Portfolio Copy 1.

The portfolio site loads. Verify that you are able to access all pages.

3

At the bottom of the pages is a section for Comments. Enter three comments, each time selecting a different option for Make this comment visible to: Only Me, The Owner and I, Everyone. Click Submit

Verify that you are able to see all three comments you made and that you have the option to Delete, make private, and make public beside each comment. Close the window.

4

Beside the Portfolio Copy 1, select Edit from the Action drop-down list.

Summary page displays.

5

Click Add/Edit Content and make a change on page one. Click Save Changes twice. Click Preview the Portfolio.

Verify that the changes you made are there.

6

Click the Reset icon.

The Portfolios Being Shared with Me tab displays

7

Click on the (3) under the Comments column

Currently, this is not working. SAK-19798

1

Log in as Participant1 (owner of the portfolio) and click on Portfolio Copy 1.

Verify that you are only able to view the comments from Participant2 that were made with The Owner and I and Everyone selected. Verify you are also able to view the changes made to the portfolio by Participant2.

2

Beside the comment that was made for Owner and I, the option is there to make public. Beside the comment made for everyone, the option is there to make shared. Click each of the options.

Verify the Public comment now has a make shared option and the Shared Comment now has a make public option.

1

Log in as Participant3 and click Portfolios, click on the Portfolios Being Shared with Me

Portfolios Being Shared with Me tab displays, listing all shared portfolios

2

Click on Portfolio Copy 1.

The portfolio site loads. Verify that you are able to access all pages. Verify you are only able to view the comment for the Owner and I, (made public in the above script.

1

Log into the email address used to share by email address in the earlier script.

Verify that you received a link and login information with a password.

2

Currently, this is not working as expected. The email user only has access to My Workspace. The email user can access the portfolio using the URL for the portfolio, but it is not being emailed in the notification.

SAK-19881

1

Copy the URLs from the earlier script in a new browser, making sure the user is not logged into the server.

Verify that all pages of the portfolio display

1

Check the Evaluator's email for notification that the portfolio is being shared

Verify you received an email stating the portfolio is being shared with you, along with a link to view it

2

Click the link in the email.

After logging in, verify that you are able to view all pages of the portfolio.

1

Log in as a participant in the site, click on Portfolios and then on the Portfolios Being Shared with Me. Click on the Portfolio Copy 5 link.

Verify that you are able to view all pages of the portfolio.

2

As another user, access the portfolio using the URL.

Verify that you are able to view all pages of the portfolio.