In Portflow, evidence can be added directly into a collection or later linked to a collection or goal.
Note: evidence should be linked to a collection to be visible to those who have access to the portfolio! |
Linking evidence to collections
Evidence can be linked to collections via the 'my evidence' page or directly in the collection.
- Via 'my evidence'
On the 'my evidence' page evidence can be linked to one or more collections.
- Add new evidence and/or search for previously created evidence
- Click on '+ add to collection'
- Search & select the collection(s) from the drop-down menu
- Click on "add"
- Via a collection
- Click on "+ add evidence"
- Click on "browse existing evidence"
- Find & select the evidence you would like to add to the collection
- Click on "add"
Linking evidence to goals
- Evidence already in the collection
Click on the three dots (⋮) on the evidence card
Click 'add to goal'
Select one or more goals within the collection to which you want to link the evidence
Click on 'add to goal(s)'
- Evidence not yet in the collection
Click on the three dots (⋮) in the goal header within the collection
Click on "add evidence to goal"
Select new or existing evidence.
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