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wiki:autolit:admin:settings:orgs:templates [2022/03/08 04:05] kevinkallmes |
wiki:autolit:admin:settings:orgs:templates [2024/05/15 17:41] (current) jthurnham [Types of Templates:] |
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Templates are created by Organizational Owners and/or Admins. They are managed and edited from your [[: | Templates are created by Organizational Owners and/or Admins. They are managed and edited from your [[: | ||
- | <WRAP center round important | + | <WRAP center round important |
- | Organizational Templates will ONLY be available in nests ' | + | Organizational Templates will ONLY be available in nests ' |
</ | </ | ||
- | ==== Types of Templates: ==== | + | ==== How to add or edit Templates: ==== |
- | - Exclusion Reason Sets - Collections | + | To create any type of Organizational Template, go to the [[: |
- | - Tagging Hierarchies - Starter tagging hierarchies based on previously-created nests owned by the organization. | + | |
- | - Manuscripts - Pre-drafted headers, subsections, and starter text based on any organizational format for a textual output, such as a journal article template. | + | |
- | === 1. Protocols === | + | {{ : |
- | Protocol templates can be drafted in a free-text page, where you create | + | To add a template, press the "Add Template" |
- | To **draft** | + | To edit a template, click on the title of the template in the list. To edit the title of the template, select the pencil icon in the column |
+ | |||
+ | |||
+ | ===== Types of Templates: ===== | ||
+ | |||
+ | ==== 1. Exclusion Reason Sets ==== | ||
+ | |||
+ | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ==== Using Exclusion Reason Templates ==== | ||
+ | |||
+ | To use an Exclusion Reason Set in your nest, go to the Configure Screening page in your nest, and select " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Choose | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ==== 2. Tag Hierarchy Templates ==== | ||
+ | |||
+ | To create a Tag Hierarchy | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Here you can build a hierarchy | ||
+ | |||
+ | {{ :undefined:screenshot_2024-05-15_at_18.30.44.png? | ||
+ | |||
+ | If your organization has not been assigned ownership of any nests, you will see the following when attempting to import: | ||
+ | |||
+ | {{ :undefined: | ||
+ | |||
+ | In this case, navigate to the nest containing the hierarchy you'd like to template, Settings, and assign organizational ownership: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Once this is done, navigate back to your template, select the nest you'd like to template from and import either the entire hierarchy or a selected section. Now this template can be used by any nests owned by your organization! | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ==== Using Tag Hierarchy Templates ==== | ||
+ | |||
+ | From the Configure Tagging | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | When importing a tag hierarchy, you have the option to import: | ||
+ | |||
+ | - From your organization' | ||
+ | - From Nested Knowledge' | ||
+ | |||
+ | From the available templates, you can decide if you want to import the entire hierarchy or only one Root Tag and its children. For the whole hierarchy, select the listed template, e.g. " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | To select only one Root Tag and its children, select the Root Tag e.g. " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Note: If tags are already present in your Hierarchy, the imported hierarchy will be added to the bottom of the existing Root Tags. | ||
+ | |||
+ | |||
+ | ==== 3. Protocols ==== | ||
+ | |||
+ | Protocol templates can be drafted in a free-text page, where you create the headings, text sections, and/or tables that can be imported into any of your Organization' | ||
- | === 2. Exclusion Reason Sets === | + | {{ : |
- | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | + | ==== Using Protocol Templates ==== |
- | === 3. Tagging Hierarchy | + | To use a Protocol Template, go to the [[: |
- | s | + | {{ : |
- | === 4. Manuscript Templates === | + | Choose a protocol template from the list and " |
- | s | + | {{ : |