Those with a non-training portfolio on Portfolio Online should make sure they have a current folder in their online portfolio. This means they need to add one at the start of a new appraisal year. This is important as it ensures activities are stored in the portfolio in the correct appraisal year. A new Appraisal Year Folder can be added from the portfolio card on the dashboard of a non-training portfolio account. To find out more about folders, read our article Portfolio Type and Folders.
Step 1: Go to the dashboard of your account on Portfolio Online.
Step 2: Click on '+ New Appraisal Year Folder' on your non-training portfolio card.
Step 3: Complete the folder details.
Step 4: Click on 'Create Appraisal Year'.
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