How to Edit My Faculty Portfolio

This guide walks instructors through the process of adding their intellectual contributions, service and professional organizations to create their faculty portfolio. 
Applicable to: Instructors

Step-by-Step…

Step 1: Log into your AEFIS Account 
Step 2: Navigate to the Faculty Activity and CV widget on you dashboard (this might be towards the bottom of the page)  

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Step 3: Select the blue EDIT YOUR PORTFOLIO button
Step 4: You will automatically be directed to the Portfolio Form
Step 5: If your Portfolio is Published, revise the Portfolio Form by selecting the blue Revise button in the top right-hand corner. If the form is already in Draft, you can proceed.
Step 6: Select the Faculty Background tab in the panel on the left-hand side: 
Step 7: Fill out the desired field(s): 

  • Discipline
  • Name of Endowed Position
  • Room Code
  • Ethnicity
  • Citizen 
  • Gender
  •  Date of Birth 
  • Phone 1 and/or Phone 2
  • Fax
  • Email
  • Website
  • Research Interests 
  • Notable Courses Taught
  • Initial Appointment, Exam, and Obtain Tenure
  • Tenure Decision, Attain Asst. Prof. and Attain Assoc. Prof. 
  • Attain Prof, Attain Professional, and Separation

Step 8: Once you have entered the desired information, select the blue SAVE button at the bottom 
Step 9: Select the Intellectual Contributions tab in the panel on the left-hand side 
Step 10: Select the blue + sign in the top left corner to Add an Intellectual Contribution

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Step 11: A pop-out window will appear to fill out the required and optional fields: 

  • Please Select a Parent Category*
  • Please Select a Category*
  • Once you have populated the desired Parent Category and Category, you can then add the following information:
    • Start Date, End Date
    • Sponsor
    • Funding Sector
    • Level
    • Location
    • Number of Participants
    • Organization
    • Research Type
    • Engaged Research
      • Yes, No
    • Title
    • URL
    • Abstract
    • Amount
    • Award Number
    • Competitive
      • Yes, Noe
    • Any following HH Authors, Inventors, and Contributors 
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  • Select the blue + ADD button to add HH Authors, Investors and Contributors 
    • If the person in question already has an account in AEFIS, simply type in their name 
      • A list of the first 10 related accounts will populate in a drop-down list
    • If the person does not already have an account in AEFIS, select the + Add icon 
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    • From there, you will enter the First Name and Last Name of the person in question
  • Enter the desired Role for the person in question
  • If you would like to add any new items or delete any items that you have populated, select the corresponding + ADD or the mceclip4.png icon 

Step 12: Drag & Drop OR Browse for desired files to upload
Step 13: Once you have uploaded the desired documents, select the blue SAVE button in the top right hand corner.
Step 14: Select the Service Activities tab in the panel on the left-hand side 
Step 15: Select the blue + sign in the top left corner 

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Step 16: A pop-out window will appear and fill out the necessary fields: 

  • Please Select a Parent Category*
  • Description
  • Organization
  • Engaged Service
  • URL (if applicable) 

Step 17: Drag & Drop OR Browse for desired files to upload
Step 18: Once you have uploaded the desired documents, select the blue SAVE button in the top right-hand corner.
Step 19: Select the Professional Associations tab in the panel on the left-hand side 
Step 20:  Select the gray + sign in the top right corner 

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Step 21: A pop-out window will appear and fill out the necessary fields: 

  • Please Select a Parent Category
  • Start Date
  • End Date
  • Description
  • Location 

Step 22: Drag & Drop OR Browse for desired files to upload
Step 23: Once you have uploaded the desired documents, select the blue Save button in the top right-hand corner.
Step 24: Select the Professional Credentials and Development tab in the panel on the left-hand side 
Step 25: Select the blue + sign in the top left corner

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Step 26: A pop-out window will appear and fill out the necessary fields: 

  • Please Select a Parent Category* 
  • Start Date
  • End Date
  • Description
  • Organization
  • Name
  • Level
  • Type
  • Competitive
  • URL

Step 27: Drag & Drop OR Browse for desired files to upload
Step 28: Once you have uploaded the desired documents, select the blue SAVE button in the top right-hand corner.
Step 29: Select the Teaching and Advising tab in the panel on the left-hand side
Step 30:  Select the blue + sign in the top left corner 

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Step 31: A pop-out window will appear and fill out the necessary fields: 

  • Please Select a Parent Category* 
  • Engaged Teaching
    • Yes, No

Step 32: Drag & Drop OR Browse for desired files to upload
Step 33: Once you have uploaded the desired documents, select the blue SAVE button in the top right-hand corner.
Step 34 (Optional): If you would like to view previous versions of your faculty portfolio, select the Previous Versions tab in the panel on the left-hand side 
Step 35: Once you have made the necessary changes and edits, select the blue Publish button in the top right-hand corner

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Step 36 (Optional): If you would like to Revise your Faculty Portfolio, return back to the Home Page and select the blue Revise button in the top right-hand corner 

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Helpful Tips

If you have any questions or concerns, please do not hesitate to contact the AEFIS Client Success Team.

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