Edit Faculty Portfolio Settings at the Institution/College/Department level

Updated: August 2022

Description: If your institution is utilizing the Faculty Portfolio feature in AEFIS, you may change the default template and notification settings at the Institution, College or Department level to suit your needs.  This guide reviews how to access these settings, and then how to update them.

Applicable To: Institution Admin, College Admin, Department Admin

Step by Step - Access your Faculty Portfolio Settings

1. Login to AEFIS

2. Click on the hamburger menu at the top left of the screen and navigate to the Organizational Hierarchy section of the menu

3. Click on Institutions/Colleges/Departments

4. Click the Manage button next to your Institution/College/Department

5. Navigate to the Faculty Portfolio Settings area of the menu under Settings:

Overview of Faculty Portfolio Settings

• Default Portfolio Template
  
  This template may be set and locked at the Institution, College or Department level depending on the format required for your specialty accrediting body.  The image above shows a portfolio template that was locked at a higher level of the organizational hierarchy, which means it can not be changed without administrator approval at the Institution or College level.
• Portfolio Reminder Notifications
  • There are three notifications you can set for the faculty portfolio revision process - two for when the initial portfolio is first created for faculty, and one to remind them to update and publish their portfolio each year.  To edit or disable the portfolio notification(s):
    • Click on the blue pencil next to the notification
      
    • Change the send frequency using the notification frequency drop down
    • Edit the text body to customize the message
    • To disable the notification so it does not send emails - toggle the disable notification option at the bottom of the editor pop up
      

*Remember - hit the blue Save button when you are done editing!