Portfolio checklists

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Calvin Young

• 27 May 2016 02:55

Here are some suggestions for the portfolio checklists that would be handy for us

• Portfolio checklists to appear on the View Contact page, currently this is available if CRICOS is enabled but this would be good to extend for all circumstances/programs for all RTO's. Would also be good to see more than one checklist.
  
  
• Class enrolment report that includes portfolio checklists. This would allow us to check via the reports if a student has provided all of the required documentation necessary for eligibility of funded programs

7

• Official comment

  

  Wes Manuta

  • 20 November 2019 23:27

  Good morning all,

  An update has been added to the system overnight which further separates the Contact Portfolio View, Update and Delete permissions.

  AX-8890 - Deleting uploaded files on the contact portfolio page now requires the contact portfolio delete permission. Previously, this was controlled by the contact portfolio update permission.

  Other updates/improvements can be read in our Release Notes.

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  Ben O'Donoghue

  • 27 May 2016 03:22

  Couldn't agree more with Calvin - this would be great for our funded programs as well.

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  Jeremy Rota

  • 20 March 2017 03:26

  To have this information displayed in a matrix format for an entire class would also be great. It could function like the attendance currently?

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  Di McCarthy

  • 09 May 2019 01:10

  Yes please

   

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  Calvin Young

  • 09 May 2019 01:26

  For those following this there are some additional options to display portfolio checklist items in the class matrix and reports which are useful. These were added recently. I'd suggest contacting aXcelerate or reading through the release notes if you need a little bit more information on this particular feature.

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