My Resources: Add a new Resource, Edit an Existing Resource, or Remove a Resource
The Resources section is where important resources that ALL users can access if given permission to the Resources module. Some users will be given access to be able to upload new and remove existing resources. The following steps outline how to Manage the Resources in the My Resources Page. It also includes information on how to add a resource into a folder.
To add or remove a Resource, click on My Resources
To access the Resource data, click on the "Manage Resources" link on the right of the page
All of the existing Resources willl be displayed. To Edit or Delete a Resource click on the required button.
To Edit or Add an existing Resource into a new Folder, click on the "Edit" button, or click on the name of the resource (e.g. Nutrition Resource), then the Resource can then be edited (as shown in the step below).
To Delete a Resource, click on the "Delete" button for the Resource that needs to be removed. A pop up box will appear asking if you "are sure you want to remove this resource?":
- Click "OK" to delete it from the system.
- Click "Cancel" to cancel deleting it from the system.
Update an existing Resource
You can update the name, description and even replace the file of an existing Resource:
#1, #2: To make any changes to the Resource Name or Description, type directly into the text box.
#3: To upload a new or updated resource File Attachment, click on Replace file
#4: Click Choose File, to search through the list of files on your computer. Select and Open the file.
#5: Click Upload to wipe the existing file and upload a new file.
#6 Click Save
To Add the File to a Folder or sub folder see the step below.
Adding a Resource to a Folder
Main Category (Main Folder)
You can group resources together into folders by typing in the name of the folder into the "Main Category" text box area. In the example here, the Main Category folder is called "Nutrition". This resource will now be linked to the "Nutrition" Folder on the My Resources page. You can only type in one folder name in the Main Category text area.
N.B. MAKE SURE YOU TYPE THE FOLDER NAME CORRECTLY. You can specify other files to have "Nutrition" as their Main folder, but if you type in nutrition instead of Nutrition (with a capital) two separate folders will appear. You must type it exactly the same for all files that you want to include in a specific Folder.
Tags (Sub Folder)
Tags allow you to add the file/resource into a sub folder of the Main Category folder (see the step below). Tags also allow you to type in the name of another Main Category folder like "Performance" so that the file will appear in the Performance sub folder of Nutrition, as well as appearing in the Main "Performance" folder.
Simply type in the name of the folder and/or sub folder into the Tags text box. You can add in more than one sub folder but make sure you separate the sub folder and/or main folder names using a comma. Do NOT put a space between the folder names, just use a comma. A space can be included as part of the folder name e.g. Healthy Eating (as shown in the image here).
N.B. MAKE SURE YOU TYPE THE FOLDER NAME CORRECTLY. You can specify other files to be in the "Healthy Eating" sub folder, but if you type in healthy eating instead of Healthy Eating (with a capital) two separate sub folders will appear. You must type it exactly the same for all files that you want to include in a folder and/or sub folder.
The image in the step below shows the folders and sub folders.
Save your changes:
Click Save when you have added in the Main category and Tags folder names
How the Folders Appear
Adding a New Resource
Name, Describe, Add Main Category, Add Tags and Upload
Complete the New Resource information:
#1: Name the Resource.
#2: Add in a Description
#3: Add in the Main category and Tags (as outlined in the previous step)
#4: Browse through your computer files.
#5: Choose the folder your file is in
#6: Click on the name of the file
#7: Click Open
#8: Click Upload
#9: Click Save
The Resource will be added to the Resources list.
The Resource will be available for all users to access on the application
Messaging / Alerting your users that there is a new Resource
If you uploaded a new Resource and you require some of your users to review or download that information, you can send a message to the users who you want to access it. This can be done using the "inbox" (top right of the page):
-Click on the inbox link
-Click New message (right hand corner of the inbox page)
-Select the Users that you want to send a message to specifying that the new information is available
-Add in the subject
-Add in message
-Send Message Via: Check that you want this e-mail to go to the users external e-mail account (e.g. xtra, hotmail or g-mail).