Sharing Custom Views in ResearchLogix
Objective
This SOP outlines the steps to share custom views with other administrative users in the ResearchLogix system.
Key Steps
Step 1: Access Custom Views Tab 0:03
- Log in to your ResearchLogix account.
- Navigate to the Custom Views tab in the system.
Step 2: Select Share View Option 0:12
- Locate the custom view you wish to share.
- Click on the Share View option associated with that custom view.
Step 3: Share the Custom View 0:20
- After clicking Share View, select the administrative users you want to share the view with.
- Confirm the sharing action.
Step 4: Verify Shared View 0:32
- Inform the other administrators that the view has been shared.
- Ask them to check their Custom Views tab to see the newly shared view.
Step 5: Provide Feedback 0:38
- Encourage team members to explore the shared views.
- Collect feedback on the sharing feature to improve user experience.
Cautionary Notes
- Ensure that you only share views with trusted administrative users to maintain data integrity.
- Double-check the view settings before sharing to avoid sharing sensitive information.
Tips for Efficiency
- Familiarize yourself with the custom views feature before sharing to maximize its benefits.
- Regularly check for updates or changes in the sharing capabilities to stay informed.