SOM Portfolio Help

Training and resources for SOM Portfolio


Live and Recorded Workshops

3/29/23 at 12p: Live: Portfolio Overview for Faculty (Register Now)

  • Manage faculty profile data
  • Create and manage faculty activity data
    • Add new activities
    • Edit activities
    • Attach Documentation
    • Import publication data from external sources such as PubMed
    • Archive activities
  • Create and export documents
  • Access how-to guides and system FAQ

2/16/23: Recording: Portfolio Overview for Faculty

  • 6/1 @ 12p: Portfolio Faculty Self-Evaluation
  • 6/15 @ 12p: Portfolio Faculty Self-Evaluation
  • 6/26 @ 12p: Portfolio Faculty Self-Evaluation
  • 7/13 @ 12p: Portfolio Supervisor/Chair Evaluation
  • 7/24 @ 12p: Portfolio Supervisor/Chair Evaluation

Training Videos and Guides

Videos (Screencasts)Illustrated Guides (Screenshots)

Activity Entry (Faculty)
Use the home page
Set up your profile
Add an Activity
Build a Document
Use Documents

Evaluation (Faculty)
Work Distribution
Activity Report

Evaluation (Supervisor)

Activity Entry (Faculty)
Setting up your Profile
Activity Overview
Importing Publications
Building a Document

Evaluation (Faculty)
Start Here
Attach Activity Report
Self Evaluation
Work Distribution

Evaluation (Supervisor)

User administration (Admin/Champion)
User Management
Additional Help Documentation is located in the HELP section in Portfolio

If you have a specific question not addressed in these training resources,
please connect with your department Portfolio Champion or email