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Resource Templates

Admins can access the templates (categories) for resources under the Admin Panel by choosing the Categories tab.

You can create a new category with the Create button or edit an existing category by clicking the pencil icon.

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On the edit screen, there are several ways to set up data capture:

1. Resource Category Name

The name of the Resource Category will be what users select to create new resources using this template.

2. Color

The color for this Resource Category is used for easy identification throughout the ELN.

3. Status

You can leave the state as "Not Set" for the template so that the status for new resources must be set manually.
If you want the status for new resources to be automatic, choose that status here.

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4. Permissions for the Resource Category

Permissions for the resource category are to set permissions for who can see the resource category template and who can edit it.
The toggle lock (4*) is another feature used to prevent others from editing the template. Only the person who sets the lock or admins can unlock the template for editing.

See Resources Permissions Page for more information.

5. Permissions for the Derived Resource

Permissions for the Derived resource are to set permissions for who can see the newly created resources and who can edit that resource.

See Resources Permissions Page for more information.

6. Main Text Field

The main text field includes a variety of options for tracking data. Using the category template, you can set fields that need to be entered for any new resource created.

Hover over each option to see additional formatting abilities: File, Edit, View, Insert, Format, Tools, Table

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Additionally, you can import resources using an excel sheet. The excel sheet can include the name of the resource and any information you want displayed in the main text area. More details on importing below.



7. Meta Data Fields

You can track meta data via specific fields below the main text. These fields can be grouped together for organization.

When creating a new field, you can select the group, type of field, name of the field, any description, and enter in selection choices for dropdown menu or radio buttons.

You can also choose:

  • Whether data in that field is copied to a new resource.
  • Whether that field is required.
  • Whether that field is read-only (not editable).

You can also Load Fields from other Resource Categories to reduce time in repeating fields you have set up for other categories.



8. Steps

Steps can be added to the Resource Category Template and edited for each individual resource.

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Steps can be used to track sequential workflows or to set deadlines for upcoming tasks.

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Once you set a deadline, you can edit the information to a specific day and time, as well as turn on the notification using the bell symbol.

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9. Linked Experiments

Admins can set experiments to automatically link to any resource created from this template.
Or users can link individual experiments and resources once created.

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10. Linked Resources

Admins can set any resource to automatically link to any resource created from this template.
Or users can link individual resources once created.