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)  

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

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 

• 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 
  • 
  • 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  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 

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 

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

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 

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

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 

Helpful Tips

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