Export Portfolio

This guide explains how to export a portfolio for offline access.

Please note: Exported Portfolios are read only and cannot be used to prepare or present evidence. Exported portfolios are designed so that users can refer to their portfolio without the requirement of internet access. Exported portfolios are also a convenient way of storing a copy of your portfolio once your training has ended.

Administrators are able to export more than one portfolio at a time, see the Bulk Export feature for further details

1.  Requesting a Portfolio Export

1.1  Go to your Portfolio Front Page and click the 'Export Portfolio' button
1.2  Click 'OK' to return to your portfolio. You will be notified by a system message when the export is ready for download

2. Downloading the Portfolio Export

2.1 Go to the "My Account" tab, then "Downloads"
2.2  Click on the 'Download' button next to the export you require
2.3 Save the export to your local computer


3. Viewing an exported portfolio: In order to view an exported portfolio correctly, all files within this ZIP file need to be extracted first into
another directory / folder.

3.1  Create a new folder and folder name on your local hard-drive.
3.2  Extract all files into this folder by clicking on the top menu 'File', then 'Extract All'. Select which folder to extract all the files to. Alternatively, you
       can extract files by using a utility program such as WinZip. www.winzip.com.
       *Please make sure all files are within the same folder*

3.3  Once extracted, to view the portfolio just click on 'index.html' - which is the front page of the portfolio.  The portfolio can be viewed just as it is
       online by clicking the necessary menu items, buttons and links.

Please Note: If exporting your Portfolio to save it on a memory stick or disc, the memory required will vary depending on how many files are present in the Portfolio.  Memory required is generally 20/30mb each, but as little as 5mb and as much as 1GB if there are lots of audio and video files in the portfolio.

For Data Protection purposes, note the responsibility for exported portfolios lies with the exporter as the data controller and data processor, and not Ecordia.

4. Export EPA tab (requires QAC role, and this only exports the blue tab):

4.1 Go to Portfolio Front Page
4.2 Click ‘Export Portfolio’
4.3 Select: EPA Export: export the EPA Evidence only
4.4 Click ‘Export’

The user will then be notified by system message as soon as the export is ready for download.