Support Documentation

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Administrator

Access Your Account
- Log In to Your Account
- Forgot Your Password?
Create a Department
- 1. Create New Department
- 2. Add Sub-Group to a Department
- 3. Add Users to Department or Subgroup
Create an Assessment Instrument
- 1. Create Assessment Instrument
- 2. Adjust Instrument Settings
- 3. Link Instrument to Outcomes
- Import Assessment Instruments
Assessment Instrument Options
- Set Default Performance Levels
- View Assessment Instrument
- Edit Assessment Instrument
- View Instrument's Assessments
- Pegging
- Enable Pass/Fail Flags on Results
- Create or Edit Escalation Options
- Test Assessment Instrument
- Run an Agreement Report
- Hide Assessment Instrument
- Assessor Pools
Create a Table of Contents
- Table of Contents Setup Tips
- 1. Create Table of Contents
- 2. Add and Edit Sections and Sub-Sections in Table of Contents
- 3. Add and Edit Frames in Table of Contents
- 4. Add and Edit Instrument Linkages
- 5. Add and Edit Content Requirements
- Import Table of Contents
Table of Contents Options
- View Table of Contents
- Track Portfolio Progress
- Edit Table of Contents Settings
- Duplicate Table of Contents
- Delete Table of Contents
- View Test Portfolio
Create an Outcome Set
- 1. Create Outcome Set
- 2. Add Main-Level Outcomes
- 3. Add Sub-Sections to Outcomes
- Import Outcomes Set from File
- Import Outcomes Set from System Library
Outcome Set Options
- Search for Outcome Set
- View Outcome Set
- Edit Outcome Set
- Link Outcome Set to an Assessment Instrument
- Delete Outcome Set
- Duplicate Outcome Set
Course & Advisor Groups
- Create a Course Group
- Create an Advisor Group
Create an Assignment
- Types of Assignments
- Create a Standard Assignment
- Create a Collaborative Assignment
- Create a Manual Assignment
Send External Assessment
- Send External Assessment
Send File Assessments
- What are File Assessments?
- 1. Optionally Set Agreement Range Threshold
- 2. Prepare Files for Upload
- 3. Import File(s)
- 4. Dispatch File(s)
- 5. Optionally Run an Agreement Report
Create & Distribute a Form
- Types of Forms
- 1. Create Form
- 2. Add Headers, Questions, and Grids
- 3. Distribute Form
Form Options
- Search for a Form
- View Form
- Import Form Responses
- Generate Response Report
- Generate Journal Summary
- Edit Form Headers & Questions
- Edit Form Type
- Edit Form Settings
- Delete Form
Create a Field Placement
- Field Placements Overview
- 1. Create Prerequisite Resources
- 2. (Option A) Bulk Import Field Placements
- 2. (Option B) Bulk Create Field Placements from a Template
- 2. (Option C) Create a Singular Field Placement
- 2. (Option D) Create a Singular Field Placement from a Template
Field Placement Options
- Search for an Existing Field Placement
- Bulk-Confirm Field Placements
- Confirm or Reject a Proposed Placement
- Run a Placement Coverage Report
- Create Candidate-Institutional Advisor Pairings
- View Candidate-Advisor Pairings
- Create a New Knowledge Area
- Run a Knowledge Area Report
- Run a Diversity Report
- Run a Stakeholders Report
- Manage Custom Fields
- Create Field Placement Template(s)
- View Pending Sign-Offs
- Create Journal Template(s) for Hours Tracking
- Manage Placement Locations
Create and Use a Collaborative Workspace
- 1. Create a Collaborative Workspace
- 2. Create a Portfolio in the Workspace
- 3. Set Default Permissions for Workspace and Portfolio
- 4. Invite Members to Workspace
- 5. Add Content to your Collaborative Workspace
Collaborative Workspace Options
- Check a File Out/In
- Create, Follow, and Participate in Discussions
- View Workspace Member Activity
- Create and Complete 'To-Dos'
- Download, Hide, and Duplicate Workspace Portfolios
Manage Users
- User Type Permissions
- Search for and Edit User(s)
- Bulk Change User Information
- Add Permission Override
- Bulk Add New Users
- Renew an Expired User
- View User(s) File Usage Report
- Upgrade a CWR User to EP
- Check to See if a Code Has Been Used
- Hide an Unused Bulk Registration Code
View & Manage Student Results
- View Student Results via Assessment Menu
- View Student Results via Users Screen
- View Student Results via Assessment Instrument
- Transfer Assessments
Contact List Manager Options
- Add a Contact List
- Add a Department Contact List
- Add a Contact or Guest
- Edit or Delete a Contact or Guest
- Import Guests to a Contact List
Manage System Options
- Image Manager
- Newsflashes
- Newsletters
- Notification Templates
- Site Settings & Policies
- Run an Assessment Time Report
- Generate System Activity Report
- Tag Management
- Tag Reporter
- Create a Custom Portfolio Theme
- Uploading
- Generate Crocodoc Usage Report
Results Live Overview
- Results Live Overview
- 1. Select Report Settings
- 2. Drill Into Sub-Reports
Results Live Options
- Change Report's Output Options
- Export Report
- Save Report
- Load a Saved Report
- Embed Report in Portfolio
Common Reports in Results Live
- Filter Report Results by Demographics
- Progress-Over-Time Reports with Chi Square
- Point-In-Time Reports
- Assessment Instrument Report with Assessor Comments
Reliability
- Reliability Overview
- View Reliability Assessments
edTPA® User Guide
- Administrator User Guide for edTPA®
FAQ
- How do I add new users?
- How do I renew an expired user?
- How can I check to see if a code has been used?
- How do I create a new department?
- How do I link an assessment instrument to a table of contents?
DOWNLOADS
- Popular User Guides (.pdf, .docx)
Webinars
- Watch Webinars Online