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wiki:autolit:admin:settings:orgs:templates [2022/03/08 05:31] 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 ' |
</ | </ | ||
==== How to add or edit Templates: ==== | ==== How to add or edit Templates: ==== | ||
- | To create any type of Organizational Template, go to the Organization Management page, and select the appropriate header under your Organization' | + | To create any type of Organizational Template, go to the [[: |
- | To add a template, press the "+" button | + | {{ : |
+ | |||
+ | To add a template, press the "Add Template" button | ||
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 to the right of the Template titles. | 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 to the right of the Template titles. | ||
- | ==== Types of Templates: ==== | ||
- | === 1. Protocols | + | ===== Types of Templates: ===== |
- | 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' | + | ==== 1. Exclusion Reason Sets ==== |
- | To use a Protocol Template, go to the [[: | + | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' |
- | === 2. Exclusion Reason Sets === | + | {{ : |
- | Exclusion Reason | + | ==== Using Exclusion Reason |
- | To use an Exclusion Reason Set, go to the Configure | + | To use an Exclusion Reason Set in your nest, go to the Configure |
- | {{:wiki:autolit:admin:settings:orgs:add_exclusion_sets.png?400|}} | + | |
+ | {{ : | ||
+ | |||
+ | Choose a set either from our public templates or your organization' | ||
+ | |||
+ | {{ :undefined:screenshot_2024-05-15_at_18.26.00.png? | ||
+ | |||
+ | ==== 2. Tag Hierarchy Templates ==== | ||
+ | |||
+ | To create a Tag Hierarchy Template, select "Add Template" | ||
+ | |||
+ | {{ :undefined:screenshot_2023-11-02_at_13.25.54.png? | ||
+ | |||
+ | {{ :undefined: | ||
+ | |||
+ | Here you can build a hierarchy to template from scratch by toggling the create tag/pencil icon (circled in red), and selecting the tag icon in the center (circled in blue) or import a hierarchy via the cloud icon (circled in green) from an existing nest. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | If your organization has not been assigned ownership of any nests, you will see the following when attempting to import: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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 page, and the create tags/pencil icon already toggled, select the cloud-like import hierarchy icon (circled in red below), next to the new tag icon. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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' | ||
- | === 3. Tagging Hierarchy Templates === | + | {{ : |
- | To create a Tagging Hierarchy Template, build a new hierarchy in the Configuration panel that opens when you add a Template (or click an existing Template' | + | ==== Using Protocol Templates ==== |
- | To use a Tagging Hierarchy | + | To use a Protocol |
- | === 4. Manuscript Templates === | + | {{ : |
- | Manuscript Templates can be drafted in a free-text page, where you create | + | Choose |
- | To use a Manuscript Template in a nest owned by your Organization, | + | {{ : |