Builder Site: Upgrades to the My Resources Module and the new My Resources Search Page
The way the Smartabase system manages Resources and Event Form Attachments has been upgraded. Now access to specific Resources is set by Category, and access to Event Form Attachment-Resources can also be chosen to be set by Category. Categories, and access to each Category, are managed on the Administration Site by the Site Administrator.
You need to make important decisions regarding your system's layout and functionality including:
- You will need to decide if you want to continue to use the existing (legacy) My Resources search, or the new Search Module. The new Search Module is similar to how the Reports page looks with the data and date filters, and you can access a lot more filter settings to quickly locate the Resources you need.
- You will need to decide if you want your Event Form Attachments to be treated as Attachments-Resources
-Review the information here, and in the following articles, and talk to your Distributor to help make the best decision.
The My Resources Module is used to store shared documents.
The way users access and search through Resources stored in this Module has been enhanced. The current Legacy view shows that Main category, Subcategories, Author and Entered be can be used as filters to locate files
The image here shows the existing My Resources Module Search Page. You can continue to have this search page available. However, upgrading to the new My Resources Search Module provides access to better search capabilities (as shown in the image in the step below).
The My Resources layout has been redesigned to enable better searching and display options for all Resources and Attachment-Resources
The new My Resources layout enables users to quickly search based on single search parameters including the Title of the Resource, or even the owner (who uploaded it). Alternatively, multiple search parameters can be used at once to find specific resources/attachment; such as athlete, file type, category and date of upload.
N.B. Users can still Manage Resources from either layout
The Manage Resources Button still appears in the top header bar on the page. However, with the new Category limitations, users will only be able to manage Resources in the categories that they have access to.
To set up your application to use the new Search Module, your Distributor will enable this on your system
Most organisations will want to upgrade to the new My Resources layout, but others may want to retain the current (legacy) layout.
-To access the new My Resources Page, your Fusion Support Distributor will need to enable it on your system. This has been set up on this system, as the image in the step here shows that Use Legacy Search is NOT ticked.
-Additionally, organisations can now choose how they want to manage Event Form Attachments. They can choose to leave the Attachments as they currently are, or to enable the system Builder to update each Event Form so that any Event Forms Attachments are also accessible via the My Resources page.
MOST CRITICALLY: Regardless of whether you choose legacy search or the New Search, your Site Administrator MUST immediately assign access to the correct Categories for all of your users or no Resources or Attachment-Resources will be visible to your users
Please see the subsequent articles to learn how to make the My Resources the central document storage point where access to each Category (Document Folder) is set via the type of user.
N.B. The My Resources Module is now also available on the Android Application (m.html) and it will be available shortly on the Apple Smartabase software. ONLY the new Search Layout will show , regardless of what search your system is set to
The My Resources Module is now set to show on the mobile applications. Because this is a new feature, only the new search layout will appear.
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