Objective
This tutorial demonstrates how to effectively organize shared resources within a publication review by grouping them into categories and setting a customized sort order. By following these steps, users can better manage their shared resources, ensuring that they are displayed in a structured and meaningful way.
Key Steps
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Accessing Shared Resources
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From the administrative homepage, click Settings under the Administration section.
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Navigate to Shared > Manage Shared Resources to view existing resources and add new ones if needed.
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Managing Core Categories
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Navigate to the Core Categories section to specify and apply categories to shared resources.
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Click Manage Core Categories to add new categories or modify existing ones.
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Assigning Shared Resources to Categories
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In the shared resources table, locate the resource you want to categorize.
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Click Edit next to the resource name.
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Use the Core Category dropdown to assign the resource to an appropriate category.
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Sorting Shared Resources
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Locate the Sort Order column within the categories.
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Enter a numerical value to specify the preferred sort order.
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Click Update Sort Order to apply the changes.
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Cautionary Notes
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Ensure that all shared resources are assigned to relevant categories to maintain organization and avoid confusion.
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Be mindful when updating categories, as changes may impact multiple shared resources.
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The sort order should be assigned consistently to maintain a logical sequence within each category.
Tips for Efficiency
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Use clear and descriptive names for categories to facilitate easy identification.
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Regularly review and update shared resources and categories to keep information accurate and relevant.
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Leverage the sort order feature to prioritize frequently used resources for quick access.
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Double-check category assignments before saving changes to ensure proper organization.
Link to Loom
https://www.loom.com/share/33d3558e114f4cf3bcd864056f920f00?sid=65abfb63-8264-4722-8d43-820fc2436353