How to Review Body Code Student Portfolio Sessions
Go to CRM at crm.zoho.com.
Open the Certifications page, then select 'My Cases Needing Action'.
Select a 'Cert Case Name'.
You will then be on the student's certification page.
Click 'Review Portfolio'.
Click the highlighted link to open the portfolio.
You can also get to a student’s portfolio by clicking the blue highlighted ‘Portfolio Link’ from their certification page.
Once in the portfolio, click ‘Expand All’ to open the sessions.
See the article 'Body Code Certification Portfolio Review Requirement' for specific criteria on what to look for while reviewing sessions.
Click ‘Approve’ after reviewing a session. The word ‘Approve’ will disappear.
The session will show the green ‘Approved’ when the page has been refreshed or after you close the page and open it back up.
If the session is not approved, reach out to the student by email and offer an explanation and suggestions.
Once you have reviewed the portfolio, close the tab and you will be taken back to the ‘Review Portfolio’ page.
In the dropdown, you will select the new percentage reviewed. (In this example you would choose 75%.)
Add a note on the Note section for your own records and general records of the review. No need to add everything, just a summary. It’s easy to see for future reference when reviewing the portfolio again.
Click the blue ‘Send Email’ button to send an email stating that you have reviewed their newly added sessions, and offer feedback, or comment on how they are doing.
You are done. Great job!