Presentation on theme: "Welcome to Using MyFolio"— Presentation transcript:
1 Welcome to Using MyFolio Content About MyFolio Deleting a row Suggested uses Saving your work MyFolio folders A closer look at field types MyFolio grids Entering text in an essay field About pop-ups Uploading & deleting a document (eg, Word, PPT or .pdf) Disabling your pop-up blocker Uploading & deleting an image (eg, .jpg or .gif) Opening MyFolio Using a date picker MyFolio home page Preview mode Opening a folder Downloading your portfolio Edit mode MyFolio tips MyFolio icons Logging out Entering & updating data Can’t open MyFolio? Editing window If you need help Adding a new row
2 About MyFolioWhat is MyFolio? My Folio is your personal portfolio in E*Value. It acts like a virtual file cabinet that stores information about you. What can MyFolio do for me? MyFolio is a tool that you can use to document academic, personal, and community service achievements. The goal is to build your portfolio over time. You may add to MyFolio whenever you want to … the volume of information that can be stored there is unlimited.
3 Suggested uses for MyFolio MyFolio can be used to … capture academic & other professional achievementssupport the faculty evaluation processsupport an application for promotion & tenureAre all faculty portfolios the same? YES. All faculty will use the same portfolio framework.Who controls the content of MyFolio? YOU DO! Each user (called a MyFolio Owner) controls the information that’s entered into their own portfolio, so each faculty member can choose what to enter and when to enter it.
4 Is MyFolio easy to use?Yes … you don’t have to be a tech wizard to use MyFolio. Do you know how to attach a document to an , type or edit text, copy & paste text, use a drop down list, or select a date from a date picker?If the answer is YES, then you have all the skills you need to use MyFolio.
5 MyFolio foldersMyFolio contains a list of folders organized by topic. Users enter data by first selecting a folder to work in. The folder list below appears in the current faculty portfolio. More folders can be added in the future …Goals Research, grants, contractsCredentials LSUHSC leadership rolesCurriculum vitae & faculty evaluation Community serviceProfessional memberships Professional developmentAwards & honors Faculty practiceAcademic teaching ProjectsPublications & presentations P&T documents (optional)
6 MyFolio gridsMyFolio folders include grids where you actually enter data. Most folders contain at least one grid. Grids are designed to give you different ways to enter data. Each grid contains fields that allow you to enter different types of data. Some fields are for text entry while others allow you to attach a document or image. Still other fields provide you with a drop down list of choices or a date picker to select a date.
7 About pop-upsE*Values uses a lot of pop-ups, so you must disable your browser’s pop-up blocker in order to view pop-up windows or complete tasks.How do I disable my pop-up blocker? It’s really very easy. Simple instructions for disabling your pop-up blocker are provided for users of Internet Explorer and Mozilla Firefox …
8 Disabling your pop-up blocker using Internet Explorer Open your browser and type the URL https://www.e-value.net. Login.Go to the Tools dropdown on the Internet Explorer toolbar.Select Pop-up Blocker, then Turn Off Pop-up Blocker.… or …To allow pop-ups just for E*Value,select Pop-up Blocker Settings, type the E*Value URL, then click Add.https://www.e-value.net
9 Disabling your pop-up blocker using Mozilla Firefox Open your browser and type the URL https://www.e-value.net. Login.Go to Tools on the Mozilla Firefox toolbar, and select Options.A new window will open. Select the Content tab, then uncheck Block pop-up windows. Click OK.… or …To allow pop-ups just for E*Value,check Block pop-up windows, select Exceptions (a new window will open), type the E*Value URL, and click Allow.https://www.e-value.net
10 Opening MyFolioGo to the Functionality Menu in the far left column of your E*Value Home Page.Click USER MENU to display a list of menu items (things you can do in E*Value). The list reflects roles assigned to each user, so your list may look different from the one at left.Click MyFolio, then View MyFolio to open your portfolio.
11 MyFolio welcome message and basic instructions for use. MyFolio home pageWhen you open MyFolio, you’ll see a home page that displays a welcome message, basic instructions for use, and the folder list. Click on a folder name to open it.MyFolio welcome message and basic instructions for use.Note: This image was cropped.Folder list
12 Opening a folder… an example using Professional Development Click Professional Development to open the folder. The folder window will display basic instructions for use followed by a grid that you will use to enter data.GridNote: Directions for adding, editing, and deleting data applies to all folders and grids in MyFolio.
13 Entering data into a grid using EDIT MYFOLIO Your ability to enter data into MyFolio is controlled by icons You must be in edit mode to make the icons viewable.Click the Folder Tools tab in the upper right corner of the folder window. A short drop down list will appear.Select the EDIT MYFOLIO icon (looks like a pencil).E*Value will refresh, and the editing icons will appear …
14 A closer look at Edit Mode The editing icons are now visible on the far right side of the grid A diagonal edit mode watermark is also visible in the background.editing icons
15 A closer look at icons There are 3 icons that control basic user actions: adding a new row, editing grid row data, and deleting a grid row. Mouse over an icon to see what it does.Add a new row to the gridUpdate grid row dataDelete this grid rowNote: There are other icons, too, but you won’t need them to enter data into MyFolio. If an icon is ‘grayed out’ on your screen, it means that the action associated with that icon (eg, deleting an entire grid) has been locked to prevent users from making accidental changes.
16 Entering & updating data Go to the end of the data row, and click the Update Grid Row Data icon (looks like a pencil).Update grid row data
17 The editing windowClicking the Update Grid Row Data icon opens an editing window. This is where you enter & update data.The Professional Development editing window displays all the data fields available to you.Title of Activity and Notes are both ‘essay’ fields that you can use to type or edit unlimited text. The Location field is also a text field, but it accepts limited text, not lengthy narratives. The Contact Hrs and Clock Hrs fields are similar ‘short text’ fields, but the user enters a number instead of alpha text.Date of Activity is where you can select a date using a date picker (or you can just type a date).Type of Activity and Format allow you to choose from a drop down list. Click the down arrow to reveal the choices.Supporting D0cument is where you can upload (attach) a Word document, PPT presentation, or scanned document (.pdf).Image is where you can upload (attach) a .jpg or .gif file.In this example, data has been entered already. The user can make changes by simply editing text, choosing a new date, uploading a document or image, or selecting a different drop down choice.
18 Adding a new row of dataGo to the end of the grid’s title row, and click the Add a New Row to the Grid icon (looks like a green arrow).Add a new row to the grid
19 The editing window appears again Clicking the Add a New Row to the Grid icon opens the editing window, but this time you have a blank slate. Enter text, select a date, upload docs, and so on.When you’re finished, click Save Grid Row. E*Value will refresh, and the new row will appear.Note: When you add a new row, E*Value automatically places it in the Last position. You can move the new row to the First position (or anywhere in between) by selecting one of the choices from the Row Placement drop down.
20 Deleting a rowGo to the end of the data row, and click the Delete this Grid Row icon (looks like a red arrow). E*Value will refresh, and the row will disappear.Delete this grid rowNote: You cannot delete the only row in a grid. If the only row contains data and you want to delete it, simply add a new (blank) row, then delete the row containing the data.
21 If you decide not to save your work, click Go Back/Cancel. Saving your workWhen you’ve finished adding or editing a grid row, go to the bottom of the editing window and click Save Grid Row. E*Value will refresh, and the changes you made will appear.If you decide not to save your work, click Go Back/Cancel.
22 A closer look at field types Each grid in E*Value contains fields where you enter data.Different field types are designed to handle different data formats Let’s take a closer look …
23 Entering text in an essay field … it’s just a BIG text field Place your cursor in the field window, and type as usual. You can customize your text by using the editing options available in MS Word. The example below shows text entered into the Notes field.You can also copy & paste text from another document.When you’re finished, click Save Grid Row. E*Value will refresh, and your text entry will appear in the data row.Short-text fields are also used to enter or edit text, but editing options (like font size & color) are not available A short-text field looks like a white bar …
24 Uploading (attaching) a document Some fields allow the user to upload documents, presentation files (eg, PPT), and scanned documents (eg, .pdf). In the Supporting Document field, click the edit icon (looks like a pencil). A pop-up window will appear.Click Browse to search for a document in your computer. Select the document & click Open.Click Upload D0cument.The document’s filepath/name will appear in the Upload New File bar.When you’re finished, click Save Grid Row. E*Value will refresh, and a link to your document will appear in the data row.Document name will appear here
25 Deleting a documentGo to the row containing the document you want to delete, and click the Edit Grid Row Data icon. The editing window will open, and a link to the document will appear.Click the Delete this Document icon (looks like a red circle with a minus sign ).When you’re finished, click Save Grid Row. E*Value will refresh, and the document will disappear.If you want to replace a document you’ve uploaded, you can delete the original (as above) and upload a new document … OR simply overwrite the original.Click the Upload Document icon (looks like a pencil), browse to find the new document, and click Upload Document. A pop-up will alert you that the new document will overwrite the old one. Click OK, then click Save Grid Row. E*Value will refresh, and the new document will replace the old one.
26 Uploading (attaching) an image Some fields allow you to upload images (eg, .jpg & .gif files).In the Image field, click the edit icon (looks like a pencil). A pop-up window will appear.Click Browse to search for an image in your computer. Select the image & click Open.Click Upload Image (or Cancel).The image’s filepath/name will appear in the Select Image bar.When you’re finished, click Save Grid Row. E*Value will refresh, and the image will appear in the data row.Image name will appear here
27 Deleting an imageGo to the row containing the image you want to delete, and click the Edit Grid Row Data icon. The editing window will open, and the image will appear.Click the Delete Image icon (looks like a red circle with a minus sign ).When you’re finished, click Save Grid Row. E*Value will refresh, and the image will disappear.image
28 Using a date pickerSome fields allow you to select a date using a date picker (or mini-calendar).In the Date of Activity field, click the calendar icon. A pop-up window will appear.Use the back & forward arrows (<< or >>) to select the month and year. Pick a day from the mini-calendar. E*Value will refresh, and the date you selected will appear in the data row.You can also type the date in the white bar that appears adjacent to the calendar icon. You must use the mm/dd/yyyy format.
29 Previewing your work using PREVIEW MYFOLIO Clicking PREVIEW MYFOLIO allows you to see what a grid will look like when you’re finished. The data you entered will display on the screen, but the edit icons and the edit mode watermark will not.Click the Folder Tools tab in the upper right corner of the folder window. A short drop down list will appear.Select the PREVIEW MYFOLIO icon (looks like a magnifying glass).Click EDIT MYFOLIO to return to edit mode.
30 Downloading your portfolio Downloading means copying E*Value’s virtual folders to a destination (or storage location) on your computer, flash drive, or other storage media.You may download your portfolio at any time.The download process zips (compresses) your virtual folders. You must unzip (uncompress) them to make the folders viewable.Go to the Functionality Menu, open MYFOLIO TOOLS, and click Download MyFolio. Follow the directions for the browser you’re using.E*Value provides download directions for Internet Explorer, Mozilla Firefox, and Google Chrome.
31 Preparing your portfolio for download using Internet Explorer When you click Download MyFolio, a pop-up window appears. Wait while E*Value downloads your portfolio. …
32 Saving your portfolioAfter the download is prepared, a new pop-up window appears. Scroll down to read the directions for Internet Explorer, then Click here to save your portfolio.
33 Downloading tipsNaming your portfolio. When your portfolio is downloaded, a unique name is automatically assigned to the file. This file name appears as a string of letters and numbers. Suggest you re-name the file to something meaningful to you.Unzipping your files. To unzip your files, doubleclick the file name to open it, then select Extract All Files. A pop-up window will appear; select Extract. This action will unzip your files so they appear like they do in E*Value.Extract All Files
34 Preparing your portfolio for download using Mozilla Firefox When you click Download MyFolio, a pop-up window appears. Wait while E*Value downloads your portfolio. …
35 Saving your portfolioAfter the download is prepared, a new pop-up window appears. Scroll down to read the directions for Mozilla Firefox, then Click here to save your portfolio.
36 Saving your filesA new pop-up window will open. Click Save File, then click OK. Your MyFolio folders will be saved to a temporary storage location on your computer.A file name will be assigned automatically. The temporary file name appears as a string of letters and numbers.
37 Downloading tipsUnzipping your files. Doubleclick the file name to open it, then click Extract All Files. A pop-up window will open so you can select a new storage location and re-name the file. Click Extract. This action will unzip the file so the folders appear like they do in E*Value.
38 MyFolio tips … building your portfolio Build your portfolio by adding rows of dataEach grid row contains data about a single event or activity. Example: If you attended 16 CE programs there should be 16 rows of data in the Professional Development folder (1 row for each).Add a new row to describe each separate event or activity.Edit a row to reflect changes.About documents & imagesDocuments uploaded to MyFolio should only be edited at the primary source (ie, your hard drive).Only 1 doc or image can be uploaded to a single field (ie, you can’t upload multiple docs or images into one field).
39 More MyFolio tips … editing your Bio Data The Credentials folder contains information from your Bio Data profile in E*Value Open the folder, and review it for accuracy. If everything’s OK, you’re finished If it isn’t, you can edit some of the information yourself.*To update your Bio Data, go to the bottom of your E*Value Home Page, and click the Edit icon. A pop-up window will appear. Enter your changes, and click Update.* You can also call your E*Value Administrator to update the information for you.
40 More MyFolio Tips … enlarging the screen Click the Show/Hide tab to collapse (hide) the Functionality Menu.That will allow MyFolio to fill the entire screen.Click the tab again to restore (show) the Functionality Menu.
41 Logging outClick RETURN TO E*VALUE, then click LOG OUT at the bottom of the Functionality Menu (on your Home Page).
42 Can’t open MyFolio? I can’t open MyFolio … now what? Make sure that your pop-up blocker is off.Scroll to the bottom of your E*Value Home Page to find a list of roles assigned to you. If you don’t see MyFolio Owner on the list, contact your E*Value Administrator.
43 If you need help People Resources … at LSUHSC If you have questions about your account or if you need help to complete a task, contact: Toni Cascio E*Value Administrator (504) or Richard Smith E*Value Co-Administrator (504) orIf you have technical questions about network access or hardware issues, contact: Richard Smith Info Technology Analyst (504) orTutorials … your best online optionhttps://www.e-value.net … go to the User Help section on the main window of your Home Page (it’s not part of the Functionality Menu), then select one of tutorial links under Tutorials for Users (created by your E*Value Administrator)Online Resources … from Advanced Informaticshttps://www.e-value.net … from your Home Page, click HOME on the Functionality Menu, then click HELP for a list of online options (online manual & flash tutorials created by Advanced Informatics)