Standards not visible in the portfolio

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Overview

Help Guide: Standards not visible in the portfolio

 

If there are no visible standards in the portfolio this is usually due to one of the following reasons.

 

  •  No role has been set against the staff member.

  • The role of the staff Member doesn’t match any role(s) set against the standards

 

NB. If a role is against the staff member then the role was not set at the point the review was started go to the add standards section

 

To change the role you need access to the user’s account you may need to contact the administrator to have this changed.

Location

First go to users then to staff members.

Instructions

 

 

Select the edit pencil to the right of the table for the staff members you want to check and then select the Roles tab.

 

If nothing has been ticked select the relevant Roles for the user

 

Once you have selected the Role(s) save the account changes




To check the role(s) against each of the standards go to Settings, Review, Standards and then select the Standards

 

(NB: This will need to be checked by an administrator for the system.

 

This will list all the standards in the system and you can search by either Type (eg. Teacher standards) or by Role (eg. Headteacher, Teacher) using the appropriate search field at the top of the table.



If nothing is returned for the role this means nothing is associated with that role and you need to search for the Standard type. To add a role to the standard you will need to edit the standard and select the role tab to add in the role.

 

Once the role has been selected save.

 

NB: Adding a role to a standard to a standard will mean that any user with that role will receive that standard.

Next Steps

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