Managing child portfolios

Child portfolios

A portfolio is a curated collection of a child's key moments, observations, and work samples. It gives parents a focused view of their child's growth over time, separate from the full record of every observation.

Getting there

Open a child's profile and click the Portfolio tab.

Adding items to a portfolio

You can bookmark observations and other records to a child's portfolio from the School Records tab. Look for the bookmark icon on any observation or record. Bookmarked items appear in the Portfolio tab.

Managing portfolio items

Each portfolio item shows:

• Type badge -- what kind of record it is (observation, photo, etc.).
• Caption -- an optional note you add to explain why this item is in the portfolio.
• Date -- when the item was bookmarked.

For each item you can:

• Toggle parent visibility -- click the eye icon to show or hide the item from parents. Items hidden from parents are only visible to staff.
• Remove -- click the trash icon to remove the item from the portfolio (the original record is not deleted).

What parents see

Parents see the Portfolio tab on their child's profile. They only see items you have marked as visible. This is a great way to share highlights without overwhelming parents with every observation.

Tips

• Add portfolio items regularly, not just at the end of the year.
• Choose items that show growth: a first attempt at a task, and then a mastered one months later.
• Use captions to explain the significance of each item.
• Review the portfolio before parent-teacher conferences. It makes a great conversation starter.