In ePortfolio, how do I add or revise the guidance and forms in a wizard page?

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 wizard is created, the resulting pages are empty. Before anyone can use the wizard, the site coordinator adds directions and forms to each page to guide participants, reviewers, and evaluators through the process of completing the wizard. The written guidance in each page (instructions, rationale, examples, rubric, and expectations) can be added or revised at any time, even after the wizard has been published and data has been added to the page. Forms can be added or changed only if the page has not yet been used.

Note: Before you add or change the forms in a page, 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.

To add or revise guidance and forms in a wizard page:

1. From the menubar of the worksite containing the wizard you wish to modify, click Wizards.
   
   
2. On the Manage Wizards page, locate the wizard you wish to modify, and click Edit.
   
   
3. On the page "Step 1 of 3: Begin", click Continue to advance to the wizard main page, "Step 2 of 3: Add wizard support".
   
   
4. To add guidance and/or forms to the wizard main page, skip to the next step in these instructions. To work with a wizard subpage, click Continue to advance to "Step 3 of 3: Add wizard pages". Locate the desired page from the list of subpages, and click Edit. Then go to the next step.
   
   
5. Scroll down to the "Guidance" area of the page. You will see five different guidance fields:
   
   
   • "Instructions": Directions on what to do in the page
   • "Rationale": The purpose of the page
   • "Examples": For describing and attaching examples of work similar to what participants should provide
   • "Rubric": Guidelines for evaluating the page
   • "Expectations": Descriptive list of the tasks to be completed or abilities to be documented

   You don't need to use all of them. "Instructions" is the most commonly used field. To add or change guidance:

   1. If the desired field is empty, click Add Instructions, Add Rationale, Add Examples, Add Rubric, or Add Expectations to add content to the field. If the field already contains guidance, click Edit Instructions, Edit Rationale, Edit Examples, Edit Rubric, or Edit Expectations to modify its contents.
      
      
   2. Use the rich text editor to add or revise the text in the field. To add attachments to the field, click Add Items, and follow the on-screen instructions.
      
      
   3. When you are satisfied with the text and attachments, click Save to save your changes and return to the Edit Outline/Step-by-Step Wizard page.
   
   
6. To add or change the forms in the page:
   
   
   1. All pages can include one each of 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

        Subpages can also contain optional data collection forms (in the area labeled "Participant Forms", located immediately below "Expectations" in the Edit Wizard Page Settings page) for collecting structured data from wizard participants. You can add one or more custom forms to any page.

   2. Scroll to the location of the desired form type in the page, and select the desired form from the drop-down list next to the form type label.
      
      
   3. To add the selected form to the page, click Add.
   
   
7. When you are finished adding or revising guidance and forms, click Finish (when working with the main page) or Save Changes (when working with subpages).

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