Objective
To add a leader to a training program in ResearchLogix for effective management and organization.
Key Steps
-
Access the Leadership tab by selecting Edit Leadership or navigating to the Leadership tab at the top of the page.
-
Select Add Leader to add a new leader to the training program.
-
Start typing the last name of the person you want to add as a leader.
-
The system will populate with IntelliSense suggestions from the researcher repository on the left-hand side.
-
If the desired name is not available in the IntelliSense suggestions, it means the researcher is not in the ResearchLogix repository.
-
Add the researcher to the repository to make them available in the drop-down list.
-
Once the person is selected, choose the leadership type (e.g., leader or co-leader) and click Save.
-
The ResearchLogix profile is now affiliated as a leader for the training program.
Cautionary Notes
-
Ensure the correct person is selected to avoid assigning leadership to the wrong individual.
-
Double-check the leadership type (leader or co-leader) before saving to prevent errors.
Tips for Efficiency
-
Regularly update the researcher repository to ensure all team members are available for selection.
-
Use the Edit option to make any necessary changes to leadership roles quickly and accurately.
Link to Loom
https://www.loom.com/share/9e4280f6ab0345e594f2d8a7d5ce4278