To use the Portfolio resource, click the portfolio link in the left margin. This page lists the past portfolio collections posted and provides options for editing/deleting and adding new record.

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Clicking the Edit link displays the record in edit mode where you can make changes and click Update once you are done with making changes.
Click the Delete link to delete a record.

Click the respective record to view in detail.

Adding New Record

You can add new records to the portfolio using New functionality.

  1. Click the New link. Image title  
  2. Do the followings:
    • Message on the Home page: Enter the message to display on the home page of the group.
    • How long this message should show on the home page: Set the date range the record will display on the Home page.
    • This record is for: If you do not want everyone to view the record, you can include specific members using the Edit link.
      • Click the Edit link. The Edit list of members and groups page is displayed.Image title
      • Select the member(s)/group(s) from the Add Members/Add Groups list boxes respectively.
      • Click Add.
      • Click Back to go to the Portfolio page.
    • Set Tracking Option: Select the tracking option as appropriate in the Manage Tracking section.
  3. Click Add.

You can add attachments using the Click to add attachments and Click to add multiple files & photos links.

Viewing Resource Content

To view previously published records

  1. Click the portfolio resource name under the Quick Link section of the group.Image title
  2. Click the respective record to view the details.Image title

 

 

Additional options

The records in the portfolio may contain more than just text. You may add images and attachments.

  • Use Manage Tracking link and select tracking options to track the members who have viewed and acknowledged the portfolio.
  • Use Click to add attachments link to add attachments.
  • Use Click to upload multiple files & photoslink to add more than one attachment at a time.

Tracking Resources Views and Acknowledgment

Often schools may share information that is important and must be able to verify that a parent has seen the portfolio. The administrators and teachers may track when a member views a record and even ask the member to acknowledge the receipt of the portfolio.

Tracking Views

When tracking views in enabled on a record, SchoolSpeak will keep a log of which members view a record and includes the member’s name and the time and date when the viewing occurred. 

 

Please note – Tracking the view status does not mean that the member read the information in detail, only that the portfolio was viewed.

 

To enable view tracking

Create the record.

Scroll to the bottom of the edit page and click the link Manage Tracking.

 

Select the View from the Set Tracking Option.

 

Click on Add or Update at the bottom of the page.

And then click Publish.

Parents will view the same way as a typical record.

To view the status of the tracking:

 

 

Note – Any member with the Edit permission on the portfolio resource will have permission to view the tracklist.

 

Click the Track link at the top of to see the list of members, who have viewed the record.

 

Admins email members who have or who have not viewed the record. They may also reset the tracking for that record.

Tracking Acknowledgement

When tracking acknowledgement is enabled in a record, SchoolSpeak will keep a log of which members who have viewed and acknowledged. The information displayed to teachers and administrators will include the name of the member, the time and date of the view and acknowledgement.

           

 

 

 

Please note- Using the acknowledge feature is useful as it asks the member to do an extra step as they view the record and may be used for tracking receipt of information. This is may not be considered an executable electronic signature. Please contact your legal advisor if you plan to use the acknowledgement feature as an acceptance to a legal document such as a permission slip.

 

 

 

 

 

To enable acknowledgement tracking

Create the record.

Scroll to the bottom of the edit page and click the link Manage Tracking.

 

Select the Acknowledge from the Set Tracking Option.

 

 

Click on Add/Update at the bottom of the page.

And then click Publish.

Add an Attachment

Adding an attachment(s) to a record is a fast and convenient way to distribute previously created records. You may add any kind of file - .doc, .xls, pdf. SchoolSpeak typically recommends using PDF files so that parents can open the file on a smart device or tablet.

Scroll down the page below the text box.

Click the Click to add attachments link.

 

Insert a description of the file (Optional).

Click Choose.

Locate the file to upload by navigating the file folders, highlight the file name and click Open.

Click Upload.

Use the Click to upload multiple files & photos link to add more than one attachment at a time.

 

If you do not want everyone to view the attachments, you can include specific members using the Edit link. You can use the Remove link to delete an attachment and Remove All removes all the attachments.