General

Block title: The block title is set automatically based on the standard selected. It takes the form of “Annotation: Shortname of the standard” and cannot be changed.

Annotation: Write your annotation for your portfolio page. The annotation helps connect the evidence on the page to the standard or competency you selected to associate it with in the competency framework.

You can change the text as long as no feedback has been placed on the block. In order to change the text, you go into Edit mode of the page and then choose the Configure icon of the Annotation block that you want to change. You cannot change the annotation from the SmartEvidence map.

Allow feedback: When you allow feedback on your annotation, others can leave feedback as usual. However, as soon as the first feedback has been added, you will not be able to make changes to your annotation text anymore. That is to ensure that the feedback still relates back to the annotation.

Tags: Enter tags to find your annotation more easily at a later stage. Separate your tags with commas. If you already have tags, you can click on the link Show my tags and select the ones that you think will fit for this collection as well. They will be entered into the text field for you.

Standard: When you place the Annotation block on the page, you can select the standard with which the page shall be associated based on the SmartEvidence framework selected for the collection. You can change the standard until somebody leaves feedback or makes an assessment. If you select the page from the SmartEvidence overview page, the standard is pre-selected and cannot be changed.

You can use the Annotation block without SmartEvidence, but then you can’t choose a competency standard.

The description of the selected standard is displayed so you can easily reference it.

Retractable: Choose whether you want to allow users to reduce the block to its heading on a page or see just the heading only automatically. The options are:

• No: The block and its content is displayed at all times.
• Yes: Allow users to reduce the block to just the heading by clicking the Retractable icon .
• Automatically retract: Only the heading of the block is visible, and the user can click the Retracted icon  to view its content.

Click the Save button to accept your changes, or click Cancel to leave the block’s content as it is. Remove is shown only when you place the block into the page for the first time.

You can also click the Close button  in the top left-hand corner of the modal window to either remove a newly created block before it is being saved or to cancel any changes and leave the block’s content as it is.

Click the annotation on the SmartEvidence map that you wish to take a closer look at. A modal window opens with the annotation.

Read the annotation.

Place feedback: You can leave feedback on the annotation.

Make public: Decide whether everybody who has access to the page can view your feedback or just the portfolio author.

Click the Place feedback button to add your feedback to the annotation.

You can view the feedback of others.

If an assessment was already made, you can see it here. This also serves as log of the assessment changes throughout the lifetime of the annotation.

Assessment: If you have the permission to assess the standard, you see a drop-down menu here with the possible statuses that you can use. Select one of them.

The assessment statuses are defined in the SmartEvidence framework file.

Click the Save button to keep your selection or click Cancel to abort the assessment.

You can also click the Close button  in the top left-hand corner of the modal window to either remove a newly created block before it is being saved or to cancel any changes and leave the block’s content as it is.

Click the Place feedback link at the bottom of the Annotation block.

Write your feedback.

Assessment: If you have the permission to assess the standard, you see a drop-down menu with the possible statuses that you can use. Select one of them.

The assessment statuses are defined in the SmartEvidence framework file.

Make public: Decide whether everybody who has access to the page can view your feedback or just the portfolio author.

Click the Place feedback button to add your feedback to the annotation or click Cancel to abort the assessment.

You can also click the Close button  in the top left-hand corner of the modal window to either remove a newly created block before it is being saved or to cancel any changes and leave the block’s content as it is.

Block title: Provide a title for your note.

Block content: Write your text. You can include formatting, external images etc.

Alternatively, you can also use text from another note that you have already written. Click the Use content from another note button to do so.

License: You see this drop-down menu if the site administrator turned on license metadata. Additionally, if you are in an institution, your institution administrator may require you to provide a license. Your default license is displayed. You can set your default license in your account settings. You may choose a different license for each individual artefact.

Advanced licensing: If you can / must enter license information, you can also provide information about the original licensor and a URL where the original can be found.

Allow comments: Switch this setting to “No” if you do not want others to comment on your note. This option is set to “Yes” by default.

Tags: Enter tags to find your note more easily at a later stage. You can choose from your existing tags by starting to type a letter and then selecting the tag you want to use. You can also type a new tag, and it is added to your list of tags.

You can find more information on how to use the tag selector in the “Tags” section.

Attachments: Attach a file to a note as additional evidence for the text you are writing.

Retractable: Choose whether you want to allow users to reduce the block to its heading on a page or see just the heading only automatically. The options are:

• No: The block and its content is displayed at all times.
• Yes: Allow users to reduce the block to just the heading by clicking the Retractable icon .
• Automatically retract: Only the heading of the block is visible, and the user can click the Retracted icon  to view its content.

Click the Save button to accept your changes, or click Cancel to leave the block’s content as it is. Remove is shown only when you place the block into the page for the first time.

You can also click the Close button  in the top left-hand corner of the modal window to either remove a newly created block before it is being saved or to cancel any changes and leave the block’s content as it is.

Click the Attachments panel if you wish to add one or more files to a note.

Files area: Choose from which files area you would like to select a file:

• My files: You see all the folders and files that you have created.
• Group files: You see all the folders and files that you are allowed to publish.
• Institution files: If you are an institution administrator, you will see institution folders and files.
• Site files: If you are a site administrator, you will see all site folders and files. Otherwise, you can only see the ones that are in the folder public in the Site files.

License information: You see these fields if the site administrator turned on license metadata. Additionally, if you are in an institution, your institution administrator may require you to provide a license.

• License: Your default license is displayed. You can set your default license in your account settings. You may choose a different license for each individual artefact.
• Licensor: If you are uploading a file that somebody else created, you can attribute the work to them here and provide their name for example.
• Original URL: If you are uploading somebody else’s file, provide a link to the original Internet address so that others can go there and view the original file.

If the site administrator turned on the image resizing option, you can decide whether you want to have your images resized if they are larger than the specified dimensions. This option is recommended to save space in your portfolio.

File: You do not have to go back to your Files area in Create in order to upload a file. You can do so directly from this screen.

Folder path: The breadcrumbs show in which folder you are currently.

Click the Edit button to change any component of a folder or file, i.e. its name, description and tags. If you have a folder or file included in a page that you submitted for feedback, you will not be able to edit them.

You can also still select files that have been submitted in another portfolio page.

Click into the row that contains the file you wish to display in the block to select it.

When you place group, institution or site files into a page, beware that these files may not be available at some point anymore when the person in charge deletes them.

Click Remove if you want to revert your selection.

Continue editing your note and save it.

Click the button Use content from another note to view all notes to which you have access. These can be:

• your own notes
• notes from group pages that you can copy
• notes from institution or site pages to which you have access

Click Browse or Search to find the note that you want to re-use.

The search is performed in the title, description, and tags.

Click the Manage all note content link to be taken to your personal Notes if you can’t find what you are looking for.

All notes are listed with their title and the first line. If a note does not belong to you but for example to a group, you see the author next to the note’s title.

Use the paginator to move between your notes if more than 5 are displayed.

You see the number of notes that you have access to.

Click the radio button in front of a note that you want to use in this page.

The content of the note that you have selected is displayed in the Block content box. Now you can make changes.

The text will be changed in all other instances where this note appears.

If you wish to make changes to the note, but do not want to change it everywhere else, click the Make a copy link above the Block content. The text is then retained, but it is treated like a new note and the original note is not changed.

Block title: Review the block title and make changes if necessary. Once you copied a note, the original block title is entered here.

You can change the block title no matter whether you change the content of the note or not.

All other functionality that you see on the screen is the same as for adding a new note.

Click the Instructions link to view the instructions for the peer assessment.

Write your peer assessment.

Click the Save draft button if you are not yet ready for the portfolio author to view your assessment, and you want to save a draft status.

Click the Publish button when you finished your assessment, and the portfolio author can view it. A notification is also sent to the portfolio author.

If the peer assessment block is used in conjunction with the sign-off block, the portfolio author must sign off the page before anybody other than themselves and the peer assessor can see published peer assessments.

Block title: Give the block a title. This is not required as the options will sit right below the page heading rather than in a block on the page itself when in view mode.

Sign off: A sign-off by the portfolo author is always required.

Verify: Give a person with the “Manager” permission the opportunity to verify a page and state that fact to carry it one step further in the assessment. Page content will not be locked when the verification has been made.

The manager cannot revoke the verification. This can only be done by the portfolio author in form of revoking the sign-off for the page.

Title of the block.

If you chose a retractable option, you can click on the title or anywhere in the title space to change the block’s behaviour.

Title of the watched page. You can click the link to be taken to her.

View the page owner and the date when the page was last updated. This is in particular important information when all your watched pages have the same or a similar title.