[Teacher] - Creating and managing templates

In Portflow, authorized users can create templates. A template is a scaffolded structure of sections, collections, and goals that can be offered to students through a unique code. This might serve as a starting point for students in building their portfolios. This makes it possible to offer learning goals and learning outcomes that students might, at their own discretion, use in their portfolios. 

Important! Students can edit and delete any elements from an imported template. 

Creating templates

To create templates, template privileges need to be assigned by the Portflow Admin. If you are authorized, the "Templates" tab will appear within the Portflow environment, which allows for creating templates.

1. Click on '+ New template'

2. Give the template a name (this cannot be changed)

3. Add the desired elements

   1. Goals

      1. Click on '+ add goal'

      2. Give the goal a short name (required), long name and description

      3. If prefered, edit or delete goals by clicking the 3 dots (⋮)

   2. Collections

      1. Click on '+ add new'

      2. Click on 'collection'

      3. Give the collection a name and a subtitle

   3. Sections

      1. Click on '+ add new'

      2. Click on 'section'

      3. Give the section a name

4. Structure the collections within a section

   1. Click on the 3 dots on the left side of the collection card (⋮)

   2. Choose 'Move to above section', 'Move to below section', 'Move left', or 'Move right'

   3. Repeat until the desired result is accomplished

5. Link goals to collections

   1. Click on 'link goals' on the collection card

   2. Select goals to link

Changes to the template are saved automatically.

Sharing templates

Templates can be shared via the 'share ID', a 6-character code. This ID can be found on top of the header of the template page and in the template overview (4). Share this code, for example, via a Canvas course or a message to students. 

Students enter this code (ID) in their portfolio environment to import the template.

Managing templates

The 'templates' tab lists all templates of the institution (1), their associated ID codes (4), author (5), and the creation & editing date (6). A template can be deleted via the 3 dots (⋮) (7). If desired, it is possible to only view your templates (8).