How to Edit My Faculty Portfolio

Updated: December 2021

Description: This guide walks instructors through the process of adding their intellectual contributions, service and professional organizations to create their faculty portfolio.  The Faculty Activity + CV solution must be enabled and applied to groups of faculty members designated by your institution's AEFIS Administor(s).  If the CV option is not available to you, please reach out to your institution's AEFIS team.

Applicable to: Instructors

Step-by-Step...

Step 1: Log into your AEFIS Account 

Step 2: Navigate to the Faculty Activity and CV widget on you dashboard.  It will be near the top of the page if Faculty Activity is enabled and applied to your account.

If the status of your portfolio is Draft (meaning it was never published), you will see this in your widget:

If your portfolio is Published, you will see the following options in your widget:

• View All Versions:  You may use this link to view the history of your published CVs.  If you publish every year, you may view the historical record of each CV that was released.  When you select this option, a pop up with a list of all versions of your portfolio will display, and you may click on the blue pencil next to the version to view or edit (depending on status).
  
• Preview:  Review, but not edit, your portfolio in its public version.  A pop-up containing the pdf version of your portfolio will display when clicked.  You will have the option to export or print your portfolio directly from this pop-up, by clicking the grey drop-down menu called Export at the top right of the preview screen.
  
• Manage your Portfolio: Go to your portfolio home page to make changes to status or content.  This will fully redirect you to the main portfolio home page.

Step 3: Select the blue EDIT YOUR PORTFOLIO or MANGE YOUR PORTFOLIO button

Step 4: You will automatically be directed to the Portfolio Form

Step 5: If your Portfolio is Published, revise the Portfolio Form by selecting the blue Revise button in the top right-hand corner. If the form is in Draft status or In Revision status, you may proceed with editing.

Step 6: Select the Faculty Background tab in the panel on the left-hand side: 

Step 7: Fill out the desired field(s): 
Fields noted with a * may be pre-populated

• 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 8: Once you have entered the desired information, select the blue SAVE button at the bottom 

Note:  Your institution may provide guidance on how to categorize content in your CV using the AEFIS Faculty Activity + CV solution.  There are many options within each of the section editors, and you will want to make sure that you have reviewed your institution's guides to building your CV in AEFIS prior to proceeding.

Step 9: Select the Intellectual Contributions tab in the panel on the left-hand side 

Step 10: Select the blue + sign in the top left corner to Add an Intellectual Contribution

Step 11: A pop-out window will appear to fill out the required and optional fields: 

• Please Select a Parent Category*
• Please Select a Category*
• Once you have populated the desired Parent Category and Category, you can then add the following information:
  • Start Date, End Date
  • Sponsor
  • Funding Sector
  • Level
  • Location
  • Number of Participants
  • Organization
  • Research Type
  • Engaged Research
    • Yes, No
  • Title
  • URL
  • Abstract
  • Amount
  • Award Number
  • Competitive
    • Yes, Noe
  • Any following HH Authors, Inventors, and Contributors 

• Select the blue + ADD button to add HH Authors, Investors and Contributors 
  • 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 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 or the  icon 

Step 12: Drag & Drop OR Browse for desired files to upload

Step 13: Once you have uploaded the desired documents, select the blue SAVE button in the top right hand corner.

Step 14: Select the Service Activities tab in the panel on the left-hand side 

Step 15: Select the blue + sign in the top left corner 

Step 16: A pop-out window will appear and fill out the necessary fields: 

• Please Select a Parent Category*
• Description
• Organization
• Engaged Service
• URL (if applicable) 

Step 17: Drag & Drop OR Browse for desired files to upload

Step 18: Once you have uploaded the desired documents, select the blue SAVE button in the top right-hand corner.

Step 19: Select the Professional Associations tab in the panel on the left-hand side 

Step 20:  Select the gray + sign in the top right corner 

Step 21: A pop-out window will appear and fill out the necessary fields: 

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

Step 22: Drag & Drop OR Browse for desired files to upload

Step 23: Once you have uploaded the desired documents, select the blue Save button in the top right-hand corner.

Step 24: Select the Professional Credentials and Development tab in the panel on the left-hand side 

Step 25: Select the blue + sign in the top left corner

Step 26: A pop-out window will appear and fill out the necessary fields: 

• Please Select a Parent Category* 
• Start Date
• End Date
• Description
• Organization
• Name
• Level
• Type
• Competitive
• URL

Step 27: Drag & Drop OR Browse for desired files to upload

Step 28: Once you have uploaded the desired documents, select the blue SAVE button in the top right-hand corner.

Step 29: Select the Teaching and Advising tab in the panel on the left-hand side

Step 30:  Select the blue + sign in the top left corner 

Step 31: A pop-out window will appear and fill out the necessary fields: 

• Please Select a Parent Category* 
• Engaged Teaching
  • Yes, No

Step 32: Drag & Drop OR Browse for desired files to upload

Step 33: Once you have uploaded the desired documents, select the blue SAVE button in the top right-hand corner.

Step 34 (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 35: Once you have made the necessary changes and edits, select the blue Publish button in the top right-hand corner

Step 36 (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