In this lesson, you will review how to add new evidence through the Plan. Evidence can be added to an evidence portfolio through the Evidence Board or through the person's Plan. Access a person's plan and follow the steps below to add evidence through the plan.
Where to Start
Option 2: Adding Evidence through the Plan
Locate the To Do Item in the plan to which you would like to attach the evidence and click on the gear on the bottom right of the item
Click View/Add Attachments.
Click Browse and select the file you would like to add.
You will see a preview of your file. Click in the box below the preview to type in a description.
To select the standards that apply to this evidence, scroll down and click Add Standards.
Check the boxes next to the standards you would like to add and click OK.
Note: You will see a bar that shows the save progress of the upload.
You will see a preview of your file. Click OK to return to the plan.
Note: Refresh the plan page before clicking the gear on the To Do item to view your newly added evidence. A floppy disk icon will appear on the item to show it has an attachment.
To learn more about Plans, see the lessons in Insights, Plans.