In ePortfolio, how do I add or revise the guidance, forms, reviewers, and evaluators in a matrix cell?

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Introduction

Note: To complete the procedures in this document, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. To view a list of permissions associated with a given role, see Permissions, roles, and tools. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

In ePortfolio, when a new matrix is created or a new row or column is added to an existing matrix, the resulting cells are empty. Before anyone can use these cells, the site coordinator adds directions and forms to guide participants, reviewers, and evaluators through the process of completing the cell. Default forms, reviewers, and evaluators can be defined for all cells in the matrix properties. It's also possible to override the defaults with cell-specific selections.

The written guidance in a cell (instructions, rationale, examples, rubric, and expectations) and the reviewers and evaluators can be added or revised at any time, even after the matrix has been published and data has been added to the cell. Forms can be added or changed only if the cell has not yet been used.

Adding or revising guidance

To add or revise guidance in a matrix cell:

In Oncourse CL, go to the worksite containing the matrix you wish to modify.
From the menubar, click Matrices to open the Matrices tool.
On the Manage Matrices page, next to the matrix you wish to modify, click Edit.
Click the cell you want to revise.
To add or revise written guidance for the cell, scroll down to the "Guidance" area of the Edit Cell page. You can add or revise content for any of the following guidance fields:
- "Instructions": Directions on what to do in the cell
- "Rationale": The purpose of the cell
- "Examples": For describing and attaching examples of work similar to what participants should provide
- "Rubric": Guidelines for evaluating the cell
- "Expectations": Descriptive list of the tasks to be completed or abilities to be documented
If the field is empty, click Add instructions, Add rationale, Add examples, Add rubric, or Add expectations to add content to the appropriate field. If the field already contains guidance, click Edit Instructions, Edit Rationale, Edit Examples, Edit Rubric, or Edit Expectations to modify its contents.
Use the WYSIWYG editor to add or revise the text in the field.
To add attachments to the field, click Add Items. If items have already been added, you can add more or delete existing items by clicking Manage Items. Add items, using one or more of the following options:
- You can attach an item to the cell that is already in a Resources or Drop Box folder in this or another site. Click the folder icons as necessary to show available files, and then click Select to the right of the desired item.
- You can create or upload a new item in a Resources or Drop Box folder and simultaneously attach it to the cell. From the Add drop-down menu next to the folder, select the appropriate option. For details about the various types of items you can store in Resources and how to work with them, see Resources. Files, text documents, and HTML pages will be automatically added to the "Items to attach" area when you finish the process of adding them, but for web links, you must click Select after you return to the Add Attachment page.
When all desired items have been attached, click Continue. If you are satisfied with the text and attachments, click Save to save your changes and return to the Edit Cell page.
Proceed to the next section, or click Save Changes at the bottom of the page to save your revised guidance and return to the Edit Matrix view.

Adding or revising forms

Note: Before you add or change the forms in a cell, you may want to preview the form(s) to make sure they are appropriate for your purpose. For more about previewing forms, see Previewing a portfolio form.

Each cell can include the following form types:

Reflection: For participants to write about their work and/or their learning process
Feedback: For providing informal feedback to participants
Evaluation: For evaluating the artifacts and reflections submitted by the student
Custom Forms: Can be used for any type of form that doesn't fit into one of the three standard types above; completed custom forms will appear in the "Items" area of the cell

To add or revise forms in a matrix cell:

If you have not already done so, open the matrix and cell you wish to edit, using steps 1-4 above.
Scroll to the location of the desired form type in the Edit Cell page: "Participant Forms" (for custom or reflection forms), "Feedback", or "Evaluation".
For the form type you want to use, if Use default form(s) selected in matrix properties is checked, uncheck it. Then select the desired form from the drop-down list next to the form type label. (The drop-down list will show all global forms published by the Oncourse ePortfolio administrator as well as any forms you have added to the Forms tool in the site.) If you add a custom form, click Add; for all other form types, proceed to the next step.
Proceed to the next section, or click Save Changes at the bottom of the page to save your new form settings and return to the Edit Matrix page.

Adding or revising reviewers

To add or change reviewers for a matrix cell:

If you have not already done so, open the matrix and cell you wish to edit, using steps 1-4 under Adding or revising guidance above.
Scroll down to the "Feedback" section of the Edit Cell page. Under "Reviewers", if Use default reviewers selected in matrix properties is checked, uncheck it. Then click Select Reviewers.
Click the name or role you wish to add or remove, and then click Add >> or << Remove.
You can choose to allow participants to invite their own additional reviewers by checking or unchecking Allow participant to send feedback invitations to additional reviewers.
When you are done making changes, click Save to return to the Edit Cell page.
Proceed to the next section, or click Save Changes at the bottom of the page to save your new reviewer settings and return to the Edit Matrix page.

Adding or revising evaluators

To add or change evaluators for a matrix cell:

If you have not already done so, open the matrix and cell you wish to edit, using steps 1-4 under Adding or revising guidance above.
Scroll down to the "Evaluation" section of the Edit Cell page. Under "Evaluators", if Use default evaluators selected in matrix properties is checked, uncheck it. Then click Select Evaluators.
Click the name or role you wish to add or remove, and then click Add >> or << Remove.
When you are done making changes, click Save to return to the Edit Cell page.
When you are finished, click Save Changes to save your work.

This is document awez in domains all and oncoursecl.
Last modified on September 10, 2009.