How to Edit My Faculty Portfolio

This guide will show how instructors can add annually their intellectual contributions, service and professional organizations to create their faculty portfolio. 

Applicable to: Instructors

Quick Video...Coming Soon 

Step-by-Step...

Step 1: Log into your AEFIS Account 

Step 2: Select the three white horizontal lines in the top left corner to open the AEFIS Main Menu 

Step 3: Navigate to the Faculty Portfolio Widget on you dashboard (this might be towards the bottom of the page)  

Step 4: Click on "Edit your CV/Portfolio" 

Step 5: You will automatically be directed to the Portfolio Form, which the tab can be found in the panel on the left-hand side

Step 6 (Optional): If not already, revise the Portfolio Form by selecting the blue Revise button in the top right-hand corner. If the form is already in Draft, that is fine. 

Step 7: Select the Faculty Background tab in the panel on the left-hand side: 

Step 8: Fill out the desired field(s): 

• Discipline
• Name of Endowed Position
• Room Code
• Ethnicity
• Citizen 
• Gender
•  Date of Birth 
• Phone 1 and/or Phone 2
• Fax
• Email
• Website
• Research Interests 
• Notable Courses Taught
• Initial Appointment, Exam, and Obtain Tenure
• Tenure Decision, Attain Asst. Prof. and Attain Assoc. Prof. 
• Attain Prof, Attain Professional, and Separation

Step 10: Once you have entered the desired information, select the blue Save button. 

Step 11: Select the Intellectual Contribution tab in the panel on the left-hand side 

Step 12: Select the gray + sign in the top right corner 

Step 13: A pop-out window will appear to fill out the required and optional fields: 

• Please Select a Parent Category*
  • Example: Books 
• Please Select a Category*
  
  • Example: Textbook 
• Once you have populated the desired Parent Category and Category, you can then add any following HH Authors, Inventors, and Contributors 
• Select the + ADD ITEM option
  • If the person in question already has an account in AEFIS, simply type in their name 
    • A list of the first 10 related accounts will populate in a drop-down list
  • If the person does not already have an account in AEFIS, select the + Add New icon 
  • 
  • From there, you will enter the First Name and Last Name of the person in question
• Enter the desired Role for the person in question
• If you would like to add any new items or delete any items that you have populated, select the corresponding + ADD ITEM or the icon 

Step 14: Drag & Drop OR Browse for desired files to upload

Step 15: Once you have uploaded the desired documents, select the blue Save button in the top right hand corner.

Step 16: Select the Service Activities in the panel on the left-hand side 

Step 17: Select the gray + sign in the top right corner 

Step 18: A pop-out window will appear and fill out the necessary fields: 

• Please Select a Parent Category 
• Description
• Organization
• Input URL (if applicable) 

Step 19: Drag & Drop OR Browse for desired files to upload

Step 20: Once you have uploaded the desired documents, select the blue Save button in the top right-hand corner.

Step 21: Select the Professional Associations tab in the panel on the left-hand side 

Step 22:  Select the gray + sign in the top right corner 

Step 23: A pop-out window will appear and fill out the necessary fields: 

• Please Select a Parent Category
• Start Date
• End Date
• Description
• Location 

Step 24: Drag & Drop OR Browse for desired files to upload

Step 25: Once you have uploaded the desired documents, select the blue Save button in the top right-hand corner.

Step 26: Select the Professional Credentials and Development tab in the panel on the left-hand side 

Step 27: Select the gray + sign in the top right corner 

Step 28: A pop-out window will appear and fill out the necessary fields: 

• Please Select a Parent Category 

Step 29: Drag & Drop OR Browse for desired files to upload

Step 30: Once you have uploaded the desired documents, select the blue Save button in the top right-hand corner.

Step 31: Select the Teaching and Advising tab in the panel on the left-hand side

Step 32:  Select the gray + sign in the top right corner 

Step 33: A pop-out window will appear and fill out the necessary fields: 

• Please Select a Parent Category 

Step 34: Drag & Drop OR Browse for desired files to upload

Step 35: Once you have uploaded the desired documents, select the blue Save button in the top right-hand corner.

Step 36 (Optional): If you would like to view previous versions of your faculty portfolio, select the Previous Versions tab in the panel on the left-hand side 

Step 37: Once you have made the necessary changes and edits, select the blue Publish button in the top right-hand corner

Step 38 (Optional): If you would like to Revise your Faculty Portfolio, return back to the Home Page and select the blue Revise button in the top right-hand corner 

 Helpful Tips

If you have any questions or concerns, do not hesitate to contact the AEFIS Client Success Team.