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--- wiki:autolit:admin:settings:orgs:templates [2022/03/15 17:36]
katcow
+++ wiki:autolit:admin:settings:orgs:templates [2024/05/15 17:41] (current)
jthurnham [Types of Templates:]
@@ Line 8: / Line 8: @@
 <WRAP center round important 80%>\\
-Organizational Templates will ONLY be available in nests 'owned' by an Organization. To learn how to assign ownership of a nest to an Organization, see the [[:wiki:autolit:admin:settings:orgs|Organization Management]] page.\\
+Organizational Templates will ONLY be available in nests 'owned' by an Organization. To learn how to assign ownership of a nest to an Organization, see the [[:wiki:autolit:admin:settings:orgs#giving_an_organization_ownership_of_a_nest|Organization Management]] page.\\
 </WRAP>
 ==== How to add or edit Templates: ====
-To create any type of Organizational Template, go to the [[wiki:autolit:admin:settings:orgs#navigate_to_manage_account|Organization Management page]], and select the appropriate header under your Organization's name. {{:wiki:autolit:admin:settings:orgs:sets_org_page.png?600}}
+To create any type of Organizational Template, go to the [[:wiki:autolit:admin:settings:orgs#navigate_to_manage_account|Organization Management page]], and select the appropriate header under your Organization's name (either Exclusion, Tagging, or Protocol):
-To add a template, press the "+" button or select the next line in the list of templates.
+{{  :wiki:autolit:admin:settings:orgs:img18.png?nolink&  }}
+To add a template, press the "Add Template" button and type in a new Template Name, and then confirm by clicking "Add".
 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's nests. For instance, a biomedical network meta-analysis protocol template could present headings and sample text describing search strategy, inclusion criteria, populations, interventions/comparators, and outcomes (PICO) of interest, and statistical methods.
+==== 1. Exclusion Reason Sets ====
-To use a Protocol Template, go to the [[:wiki:autolit:admin:protocol|Nest Protocol]] page and select "Import Template." Choose a protocol template from the list.
+Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization's nests. This means that you can replicate, in part or in whole, the same lists of Exclusion Reasons across nests. Any list you pre-populate as an Exclusion Reason Set will be available for adding to any nest owned by your Organization.
-=== 2. Exclusion Reason Sets ===
+{{ :undefined:screenshot_2024-05-15_at_18.22.46.png?nolink |}}
-Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization's nests. This means that you can replicate, in part or in whole, the same lists of Exclusion Reasons across nests. Any list you pre-populate as an Exclusion Reason Set will be available for adding to any nest owned by your Organization.
+==== Using Exclusion Reason Templates ====
-To use an Exclusion Reason Set, go to the Configure Exclusion Reasons page in your nest, and select "Import Set." Choose a set, and click "Import Selected." This will populate all exclusion reasons in the set to your nest. If an exactly matching exclusion reason has been populated previously, no duplicate will be created, but be careful of near-matching exclusion reasons so you do not inadvertently create duplicates! {{:wiki:autolit:admin:settings:orgs:add_exclusion_sets.png?600}}
+To use an Exclusion Reason Set in your nest, go to the Configure Screening page in your nest, and select "Import Set."
+{{ :undefined:screenshot_2024-05-15_at_18.25.31.png?nolink |}}
+Choose a set either from our public templates or your organization's, and click "Import" This will populate all exclusion reasons in the set to your nest. If an exactly matching exclusion reason has been populated previously, no duplicate will be created, but be careful of near-matching exclusion reasons so you do not inadvertently create duplicates!
+{{ :undefined:screenshot_2024-05-15_at_18.26.00.png?nolink |}}
+==== 2. Tag Hierarchy Templates ====
+To create a Tag Hierarchy Template, select "Add Template" and input a name and description (optional):
+{{ :undefined:screenshot_2023-11-02_at_13.25.54.png?nolink |}}
+{{ :undefined:screenshot_2023-11-02_at_13.27.09.png?nolink |}}
+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.
+{{ :undefined:screenshot_2024-05-15_at_18.30.44.png?nolink |}}
+If your organization has not been assigned ownership of any nests, you will see the following when attempting to import:
+{{ :undefined:screenshot_2023-11-02_at_13.30.04.png?nolink |}}
+In this case, navigate to the nest containing the hierarchy you'd like to template, Settings, and assign organizational ownership:
+{{ :undefined:screenshot_2023-11-02_at_13.06.28.png?nolink |}}
+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!
+{{ :undefined:screenshot_2024-05-15_at_18.32.41.png?nolink |}}
+==== 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.
+{{ :undefined:screenshot_2024-05-15_at_17.27.52.png?nolink |}}
+When importing a tag hierarchy, you have the option to import:
+  - From your organization's configured templates
+  - From Nested Knowledge's public templates
+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. "General PICO", you'll see a preview and click "Import."
+{{ :undefined:screenshot_2024-05-15_at_17.30.52.png?nolink |}}
+To select only one Root Tag and its children, select the Root Tag e.g. "Patient Characteristics", the preview is highlighted and then click "Import from Root Tag." There is no limit on how many templates (or parts of templates) that may be imported.
+{{ :undefined:screenshot_2024-05-15_at_17.31.23.png?nolink |}}
+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's nests. For instance, a biomedical network meta-analysis protocol template could present headings and sample text describing search strategy, inclusion criteria, populations, interventions/comparators, and outcomes (PICO) of interest, and statistical methods.
-=== 3. Tagging Hierarchy Templates ===
+{{ :undefined:screenshot_2024-05-15_at_18.34.28.png?nolink |}}
-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's title). You can also view a list of the hierarchies used in your Organization's nests, and pre-populate the whole hierarchy, or any node and its descendents, into your Template.
+==== Using Protocol Templates ====
-To use a Tagging Hierarchy Template in a nest owned by your Organization, go to the Configure Tagging Hierarchy page, and select "Import Template." Choose a template and pick to import either the whole Template or any node and its descendents.
+To use a Protocol Template, go to the [[:wiki:autolit:admin:protocol|]] page, select "Edit" and select "Templates".
-=== 4. Manuscript Templates ===
+{{ :undefined:screenshot_2024-05-15_at_18.39.12.png?nolink |}}
-Manuscript 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's nests. In a Manuscript Template, you can create pre-drafted headers, subsections, and starter text based on any organizational format for a textual output, such as a journal article template.
+Choose a protocol template from the list and "Import".
-To use a Manuscript Template in a nest owned by your Organization, go to the Manuscript Editor in your nest and select "Import Template." Select a manuscript template from the list.
+{{ :undefined:screenshot_2024-05-15_at_18.39.44.png?nolink |}}

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