Setup Center: Portfolio Categories

Portfolio Categories are used to manage the portfolio files saved to Student or Staff records.  There are 8 default categories that cannot be edited or deleted.  The AdminPlus Supervisor can add additional categories and can edit the Default Category Visibility settings for any Portfolio Category.

  

Portfolio Categories
A
Add New - to enter a new Category Name and set Default Category Visibility
The Default Category Visibility set here will be used when adding a Portfolio item for that category in AdminPlus.com.  It will not change the visibility settings of existing Portfolio items, and it will not be used when adding items using classic reports.
B
Search can be used to filter the Portfolio Categories
C
Delete If the category has not been used, a delete confirmation will pop-up to confirm deletion. A warning will display that the category has already been used so it cannot be deleted.
D
Edit to change the Category Name for the Portfolio Category dropdown and for existing Portfolio items using that category.
E
Edit Visibility Settings the default visibility settings can be changed for the next time a portfolio item is added to this category.  This will not change the visibility of existing portfolio items.

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