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WORKING WITH THE PROFESSIONAL ELECTRONIC PORTFOLIO TEMPLATE (EPT)
TECHNICAL INSTRUCTIONS
©2013 Vanderbilt University. All rights reserved. Inquiries: Center for Advanced Practice Nursing (615) 322-4664
T:\Projects\Electronic Portfolio\Working with the Professional Electronic Portfolio Template.docx
Table of Contents
I. Establishing a Free Microsoft Account for Skydrive ............................................................................ 2
II. Selecting a Browser ............................................................................................................................. 2
III. Acquiring a Copy of the Electronic Portfolio Template ....................................................................... 2
IV. Loading Documents into Skydrive ....................................................................................................... 2
V. Working with the Electronic Portfolio: ............................................................................................... 4
VI. Loading the Finished Portfolio: ........................................................................................................... 7
VII. Sharing the Portfolio: .......................................................................................................................... 8
Knowing basics of navigating the Internet, uploading and downloading files, and editing text is needed to create an EPT. If you need to brush up on your skills, you may do so by visiting any number of websites that provide training tutorials. One good site is www.Lynda.com.
©2013 Vanderbilt University. All rights reserved. Inquiries: Center for Advanced Practice Nursing (615) 322-4664
T:\Projects\Electronic Portfolio\Working with the Professional Electronic Portfolio Template.docx
TECHNICAL INSTRUCTIONS Page 2
I. Establishing a Free Microsoft Account for Skydrive
• Go to https://signup.live.com/signup.aspx?lic=1 • Enter requested information • Follow instructions to authenticate and activate your new account
II. Selecting a Browser
• When working with the Electronic Portfolio Template (EPT), it is recommended to use Mozilla Firefox as the browser of choice. The OneNote Notebook functions best when supported by this browser. A free version of this browser can be downloaded by visiting: http://www.ez-download.com/mozilla-firefox/?kw=mozilla&subid=EZFFUS&cust=mozillafirefox&type=firefox&gclid=CIz6gYPQ67kCFYWf4AodT3QAmQ&utm_campaign=EZFFUS&fwd=1
III. Acquiring a Copy of the Electronic Portfolio Template • Visit our website at:
http://www.mc.vanderbilt.edu/root/vumc.php?site=CAPNAH&doc=44182 o On the left hand side of the website is a module titled: “Portfolio Resources” o Click on the icon for the “Professional Portfolio Template” o Portfolio will download as a zip file o Unzip the file and save to the location you would like to store it, i.e. Desktop, My
Documents or C-Drive. Desktop is highly recommended for easy access. Or
• Contact Shana Scanlin at [email protected] to request a copy of the EPT or • Upon receipt, download the EPT to your computer:
o Download the OneNote Notebook file titled “Electronic Portfolio Template” to the
location you would like to store it, i.e. Desktop, My Documents or C-Drive. Desktop is highly recommended for easy access.
IV. Loading Documents into Skydrive
All documents selected to be placed in the EPT (CV, Board Certifications, Licensure, CEU Table, etc.) must all be stored in Skydrive for the EPT to function properly. • Loading documents to Skydrive:
o Log in to your Skydrive account o Click on the blue box “Public “ o Click on “Upload” in blue header bar o Click on “Select them from your computer” o Locate files to be uploaded o Hold down your Shift key and left click on files to be uploaded
TECHNICAL INSTRUCTIONS Page 3
o Click Open o Files will load into Skydrive
TECHNICAL INSTRUCTIONS Page 4
V. Working with the Electronic Portfolio:
Please note all instructions contained within this section are for editing the portfolio BEFORE it is loaded into Skydrive. Instructions contained within this manual are general in nature. Refer to page-specific instructions contained within the EPT, to guide its initial compilation.
• Navigating the portfolio:
o Click on any of the colored Section Tabs displayed at the top of the screen to display
the Section selected for editing o Click on the Page tabs displayed in the right navigation bar to display pages
contained within that Section
• Removing a Section Tab or Page Tab from the EPT: Note: Be absolutely sure you want to delete a Section Tab or Page Tab before doing so. Once deleted it cannot be recovered.
o Place cursor over the Section Tab or Page Tab to be deleted o Right Click o Select Delete
• Changing graphic on Cover Page:
o Left click on graphic until a dotted box appears around silhouette graphic o Place cursor over silhouette graphic until 4-way arrows appear o Hit delete on keyboard o At the top of page, in OneNote Ribbon, click “Insert” in OneNote Ribbon and then
click “Picture” o Locate picture where stored on computer o Select picture o Click Open o Click Insert o Place cursor over graphic so 4-way arrows appears o Left click on graphic o Hold down shift key and place cursor over corner of image o While holding down shift key, left click to resize image to desired size
TECHNICAL INSTRUCTIONS Page 5
• Changing the Text:
o Place cursor before first letter of text to be changed o Left click and drag to highlight text o Type new text
• Changing the Font:
o Place cursor before first letter of text to be changed o Left click and drag to highlight text o At the top of page, in OneNote Ribbon, click “Home” o Locate font style within drop down menu o Select desired font style
• Changing the Font Size:
o Place cursor before first letter of text to be changed o Left click and drag to highlight text o At the top of page, in OneNote Ribbon, click “Home” o Locate font size within drop down menu o Select desired font size
• Changing the name of a Section Tab:
Note: If you change the name of a Section Tab you will also need to change the hyperlink in the Table of Contents that points to that Section Tab.
o Right click on the Section Tab you wish to rename o Select Rename o Type new name o Hit Enter o Return to Table of Contents by clicking on Section tab “Table of Contents”
• Changing the Navigation Hyperlinks in the Table of Contents:
o Place cursor over hyperlink corresponding to Section Tab renamed o Right click and select “Edit Link” o Link window will open
Locate “Text to display” In text field below, type text as it is displayed on renamed Section Tab Locate “All Notebooks” Click on the + sign next to Electronic Portfolio Template to expand and show
Section Tabs (if not already expanded) Click on the renamed Section Tab Click OK
o If text within Table of Contents is bolded, highlight text and unbold
TECHNICAL INSTRUCTIONS Page 6
• CHANGING THE NAME OF A PAGE IN A SECTION:
Note: If you change the name of a Page you will also need to change the hyperlink in the Table of Contents for that Section that points to that Page.
o Click on the Page you wish to rename o In the text field left click and drag to highlight text o Type new name o Click on the Page containing the navigation links for the Section you are working on
• CHANGING THE NAVIGATION HYPERLINKS:
o Place cursor over hyperlink corresponding to the renamed Page o Right click and select “Edit Link” o Link window will open
Locate “Text to display” In text field below, type text as it is displayed on renamed Page Locate “All Notebooks” Click on the + sign next to Electronic Portfolio Template to expand and show
Section Tabs (if not already expanded) Click on the + sign next to the Section Tab corresponding to the one you are
working in Click on the renamed Page Click OK
o If text within Table of Contents of the Section is bolded, highlight text and unbold
• Creating a hyperlink to a document stored in Skydrive
o Locate the document URL in Skydrive
Log into your skydrive account. Click on the blue box “Documents“ Click on the document you wish to link to in your portfolio Document will open and display in your browser Click in the window displaying the URL or web address for that document Right click and select Copy Return to Electronic Portfolio by clicking on OneNote Icon Place cursor before first letter of text to be linked Left click and drag to highlight all of the text Right click Select Link Left click in “Link” window under word “Address” Right click Select Paste Hit OK Text will be bright blue and underlined Click on word to verify hyperlink copied correctly
TECHNICAL INSTRUCTIONS Page 7
• Removing a hyperlink to a document stored in Skydrive
o Place cursor over hyperlink until hand appears and Right click o Select Remove Link
VI. Loading the Finished Portfolio:
• Loading your portfolio:
o Log in to your Skydrive account. o Click on the blue box “Public “ o Click on Upload o Click on link “Select them from your computer” o Locate your completed Portfolio file o Left click on the file to upload o Click Open o File will load into Skydrive.
TECHNICAL INSTRUCTIONS Page 8
VII. Sharing the Portfolio:
• Sharing your portfolio:
o Log in to your Skydrive account. o Click on the blue box “Public “ o Place mouse over Portfolio file o Checkbox will appear in upper right hand corner o Left click in the checkbox o Click on “Sharing” located in upper blue bar o Type in email of address of intended recipient o Insert personal email message as desired o Uncheck “Recipients can edit” o Click Share
