Projects Menu
The Projects Menu allows users to access Projects either by opening an existing Project or creating a new Project.
Open a Project
Projects can be opened by any user however to access the Projects menu, the user must be registered.
To open a Project, select the 'Projects' menu followed by selecting 'Open Project'. A drop down menu will appear and allow the user to select an appropriate Project.
Creating a new Project
A Project can only be created by a Clinical Knowledge Administrator.
To create a project:
- Select Projects from the main menu.
- Select Create Project, the Create Project screen will display
- Input desired Name, Description and select the Subdomain the new Project will be associated to
- Select Create Project button.
- The new Project will appear; add Project members screen displays allowing the user to 'Add users' or 'Invite users' to the Project. From the Project Members tab - Add users to a Project window, select User List button to search for an appropriate user to be added.
- Select the Role
- Select Add user to Project button.
- Repeat Step 5-6 as necessary for multiple users
- Select Next: Add resources button to add resources to the Project
- The Project Resources screen is displayed. Add Archetypes, Templates or Termsets using the Add Archetype, Add Template and Add Termset button
- Search for an archetype in the left hand panel and double click to add the resource to the project.
- Repeat Steps 10-11 as necessary.