Evidence portfolio

The evidence portfolio is a space on a  user's profile  which allows them to share content with their managers. If an item of content exists in the evidence portfolio, it is only visible to the reportee and their manager(s). 

If you are using the new UI, please note that the You screen does not include an Evidence Portfolio tab, however, you can still access it by clicking the View legacy profile button in the top-right corner of the You screen, and then clicking the Evidence Portfolio tab.

Managers can access their reportee's evidence portfolio in order to:

• View, download, and sign off files their reportee has uploaded to their evidence portfolio, such as PDFs, documents, presentations, spreadsheets, and images. Once a manager has signed off a file, their reportee might upload it to a community in Fuse so that other users can view and access it. 
  

• View and sign off articles, questions, and links their reportee has posted to their evidence portfolio. 
  

• Sign off a reportee's answers to comprehension questions.

Prerequisites 

When uploading a file to an evidence portfolio, the maximum file size is 1 GB.

Viewing an evidence portfolio

To view an evidence portfolio:

1. Depending on your role, go to the relevant profile screen:

   • If you are a manager, go to your reportee's profile.

   • If you are a reportee, go to your own profile.

2. On the profile screen, click the Evidence Portfolio tab.

   The evidence portfolio appears.

   

Posting content to your evidence portfolio

You can post content or upload files, such as a document, spreadsheet, presentation, or PDF to your evidence portfolio. You might do this if you only want your manager to see it, perhaps so they can review it before you repost or reupload it to the platform later on for general consumption.

• When posting content to Fuse, in the Where would you like to post? section, select the Post to your evidence portfolio option. 

  

Files button

The Files button in the Evidence Portfolio tab, allows you to view all items of content that exists in the evidence portfolio, as well as perform certain actions on each item. The actions available, depend on whether you are the manager or reportee. 

The following options are only available if you are the reportee:

Option	Description
Drag & drop to upload files / Choose file	Allows you to upload a file, such as a PDF, document, presentation, spreadsheet, or image.  To upload files to your evidence portfolio, use one of the following methods: Drag and drop one or more files to the Drag & drop to upload files area Click Choose file and select a file.
Share	Allows you to share content with one or more of your managers.  A reportee cannot share content with users who are not their manager.  To share the content with one or more managers: Click the share icon. The Share screen appears. In the Add user(s) name here field, enter the name of one or more managers. If necessary, in the Add a personal message (optional) field, enter a message to appear alongside the shared content. Click Share. The content is shared with the selected manager(s).
Upload	The Upload icon is visible next to all files in your evidence portfolio. It allows you to upload the file from the evidence portfolio, to another location in Fuse. For example, once a your manager has signed off a file, you might want to upload it to a community, so that others can a view and access it.  Only files, such as PDFs, images, videos, documents, presentations, and spreadsheets can be uploaded. Articles, questions, and links cannot be uploaded from the evidence portfolio to other locations in Fuse.
Delete	Allows you to delete an item of content. To delete the content, click the delete icon.

The following options are available to both managers and reportees:

Option	Description
Search for items here	To locate a specific item of content, enter the name of a file, article, question, or link that exists in the evidence portfolio.
Signed off	To sign off content as a manager, select the Signed off checkbox. If the content has already been signed off by a manager, a tick symbol is displayed.
Download	To download a file from the evidence portfolio, click the Download icon. Only files, such as PDFs, images, documents, presentations, videos, and spreadsheets can be downloaded. Articles, questions, and links cannot be downloaded. Videos cannot be viewed directly in the evidence portfolio. Instead, you must download the video and watch it locally on your computer. For more information, see Can I watch videos directly in the Evidence Portfolio tab? .

Comprehension questions button

The Comprehension questions button in the Evidence Portfolio tab, allows you to view and sign off a reportee's answers to questions in comprehension assessments .  For information on how to sign off a user's answers, see Signing off comprehension questions .