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.