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Resources

Add resources to experiences within your portal.

Updated over a week ago

As a portal administrator, you can add and manage resources across your entire portal. This feature enables you to provide essential materials, such as files, URLs, and text resources, to learners, employers, and educators at various stages of their journey within all experiences in your portal.

Main benefits of resources:

  • Centralized information: Ensure that all key materials are easily accessible to learners, employers, and educators across all experiences within your portal.

  • Enhanced support: Provide relevant resources to support the unique needs of each group, whether it's helping learners succeed, guiding employers, or aiding educators in managing their experiences.

  • Consistency across experiences: Maintain consistent messaging and resource availability across all experiences within your portal.

General

Target audience

Resources can be created for learners, employers, or educators. When you select a target audience, the resources will be displayed to that group, provided they are members of an experience within your portal.

Display options for learners

When adding resources, you can choose to display them to learners at specific points during their experience. Below are the options available for when these resources can be shown:

Display option

Details

Display to employers when they submit a match request

Provide resources to employers immediately after they submit a match request to your experience.

Display to employers when their match request is accepted

Provide resources to employers immediately after a match is created, helping them prepare for the next steps.

Display to employers when they accept an application

Provide resources to employers right after they accept a team application, ensuring they have the necessary information to engage effectively with the team.

Display to employers when a team starts their project

Provide resources to employers at the start of a team’s project, aiding in communication and project alignment.

Learners can access all resources added for them at any time by navigating to the experience's 'Resources' tab or their team's 'Resources' tab, where they will find a complete list, regardless of the display timing.

Display option for employers

When adding resources, you can choose to display them to employers at specific points. Below are the options available for when these resources can be shown:

Display option

Details

Display to employers when they submit a match request

Provide resources to employers immediately after they submit a match request to your experience.

Display to employers when their match request is accepted

Provide resources to employers immediately after a match is created, helping them prepare for the next steps.

Display to employers when they accept an application

Provide resources to employers right after they accept a team application, ensuring they have the necessary information to engage effectively with the team.

Display to employers when a team starts their project

Provide resources to employers at the start of a team’s project, aiding in communication and project alignment.

Employers can access all resources added for them at any time by navigating to the experience's 'Resources' tab, where they will find a complete list, regardless of the display timing.

Display option for educators

When adding resources, you can choose to display them to educators at specific points. Below are the options available for when these resources can be shown:

Display option

Details

Display to educators when they submit a match request

Provide resources to educators immediately after they submit a match request to a project.

Display to educators when their match request is accepted

Provide resources to educators immediately after a match is created, helping them prepare for the next steps.

How to

Create a resource

To create a resource for the experiences in your portal, follow these steps:

  1. Navigate to the portal's "Settings" tab.

  2. Click the "Resources" tab under the "Features" group.

  3. Click on the "Add resource" button.

  4. Enter the resource details (Resource name, description, type, target audience, and display options.)

  5. Once you're finished filling out the details, click "Create."

Edit a resource

To edit a resource, follow these steps:

  1. Navigate to the portal's "Settings" tab.

  2. Click the "Resources" tab under the "Features" group.

  3. Select the resource you want to edit.

  4. Click on the pen (edit) icon in the top right corner of the page.

Delete a resource

To delete a resource, follow these steps:

  1. Navigate to the portal's "Settings" tab.

  2. Click the "Resources" tab under the "Features" group.

  3. Select the resource you want to delete.

  4. Click on the trash (delete) icon in the top right corner of the page.

Best practices

  • Customize resources to meet the specific needs of learners, employers, or educators at different stages within the portal.

  • Ensure each resource has a clear title and a concise description, making it easy for users to understand its purpose and value.

  • Keep resources up to date to ensure that they remain relevant and useful to the target audience.

  • After significant milestones, like project completion, offer follow-up resources to help learners, employers, and educators move forward effectively.

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