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wiki:autolit:admin:settings:orgs:templates [2023/03/13 21:02] jthurnham [Types of Templates:] |
wiki:autolit:admin:settings:orgs:templates [2024/05/15 17:41] (current) jthurnham [Types of Templates:] |
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- | ==== Types of Templates: ==== | + | ===== Types of Templates: |
- | === 1. Exclusion Reason Sets === | + | ==== 1. Exclusion Reason Sets ==== |
Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | ||
- | {{ :wiki:autolit: | + | {{ :undefined:screenshot_2024-05-15_at_18.22.46.png?nolink |}} |
- | To use an Exclusion Reason | + | ==== Using Exclusion Reason |
- | {{ : | + | To use an Exclusion Reason Set in your nest, go to the Configure Screening page in your nest, and select " |
- | === 2. Tagging Hierarchy Templates === | + | {{ : |
- | To create | + | Choose |
- | {{ :wiki:autolit: | + | {{ :undefined:screenshot_2024-05-15_at_18.26.00.png?nolink |}} |
- | To use a Tagging | + | ==== 2. Tag Hierarchy |
- | {{ :wiki: | + | To create a Tag Hierarchy Template, select "Add Template" |
- | === 3. Protocols === | + | {{ : |
+ | |||
+ | {{ : | ||
+ | |||
+ | 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' | 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' | ||
- | {{ : | + | {{ : |
+ | |||
+ | ==== Using Protocol Templates ==== | ||
+ | |||
+ | To use a Protocol Template, go to the [[: | ||
+ | |||
+ | {{ :undefined:screenshot_2024-05-15_at_18.39.12.png?nolink |}} | ||
- | To use a Protocol Template, go to the [[: | + | Choose a protocol template from the list and " |
- | {{ :wiki:autolit: | + | {{ :undefined:screenshot_2024-05-15_at_18.39.44.png? |