You now need to go to Content on the left-hand side:
Once you are in the content section, you need to find the section of the App you would like to add your content (document) to. For this you will need to again use the little triangle next to the names of the sections to find the one you are looking for.
When you have found the section, you need to hover over its name with your cursor. This will make three dots appear next to its name, click on them. You will need to select the Image/PDF/Resource option.
This will open the following view on the right:
The first thing you need to add here is the name of your Guideline, at the top where it says Enter a name...
The title is the first element of guideline that anyone sees and should be concise, informative, and relevant to the subject matter and include keywords that describe it.
Use the title case or headline case style for titles — all words are capitalised except for "minor" words (typically articles, short prepositions, and some conjunctions) unless they are the first or last word of the title. Title Case Converter can be used to support the process. Select AMA style. E.g., Style Guide: Writing Guidelines
To make the list of guidelines more easily searchable, we ask that you leave out the word guideline, if your title starts with it.
Once you have added the title, go to the bottom right of your screen and click on the little triangle next to Save and publish. This should then give you the option to click Save. Save NOT Save and publish. If you look at the list of guidelines on the left-hand side of your screen you should be able to see the title you just added, but greyed out. This means it has saved but not yet published.
Next you need to add your document to this content page you created. This can be done by clicking on Add next to Resource link. This will open the following menu on the right-hand side of your screen:
To select your document, go to Select media. This will open a list of all the Media folders you have access to. If you only see folders and not the documents themselves, you will need to click on the plus sign next to Media before clicking on the folders to open them up.
Once you have made it to the list of documents the newest one will be at the bottom. Click on the document you want to add and then on Select at the bottom right corner of your screen.
If you are not planning to interlink your guideline with others or add related guidelines, please click on the slider button next to Direct Link.
This will make sure your guideline document will immediately open when you click on the title on the App. If you do plan on adding related guidelines or links to others, leave the slider button un-ticked.
It would be good at this point to click on Save again (Save NOT Save and publish).
You will now need to add the editorial information. Go to the Editorial tab in the middle of your screen:
When you scroll down in this section you will see many boxes that are used for different types of editorial information. You have to fill in the following information:
- Author(s): add authors’ names here, please also add NHS Lanarkshire if applicable.
- Approved By: add the name of the group or body that has authorised this resource (e.g., ADTC).
- Reviewer Names: add the name(s) of the person(s) who should be alerted for the next review. In this case this term applies to a designated person responsible for a guideline (e.g. an author, a reviewer or a submitter etc.).
- Reviewer Emails: add a list of emails of the person(s) who should be alerted for the next review, separated by a comma.
- Version: if available.
- Last Review Date: add the date the resource was last reviewed.
- Next Review Date: add the date of the next review.
- Review Notes: add short informative sentences that may be useful to future editors. It can also be left empty. Review Notes are only visible in the system, not on the Website/App.
- Keywords: you need to add a minimum of three keywords (remember synonyms, abbreviations, etc.). These are used to help users when searching for this resource.
- Document Id: please add the current month and year of when you are uploading the document to the system (e.g., October 2022).
It is wise to again click the Save button at this point (Save NOT Save and publish).
The last thing you need to add before you can publish your guideline to the App is, Tags. Navigate to the Tags tab at the top of your screen:
Here you will need to add a tag to Categories, Category 1 and Category 2. This is done by clicking on Add next to each category.
For Categories, go to Add and click on NHSL Guidelines Mega-app. This should result in a green tick next to the name.
Then click on Submit.
Repeat for Category 1, however this time do not click on NHSL Guidelines Mega-app, but on the little triangle next to the name to open the drop-down menu. Here click on the part of the App where your guideline will be, for example Guidelines.
Then click on Submit.
For Category 2, again go to Add, open up the drop-down menu for NHSL Guidelines Mega-app by clicking on the triangle next to it, as well as the drop-down menu next (in our example) Guidelines. Then click on the name of the section your guideline is in, for example Biochemistry. If the needed Tags are not present, please contact the Clinical Guidelines Team to add it for you.
Then click on Submit.
Once you have selected all three Tags, it should look similar to this:
If you made a mistake, do not worry, you can simply click Remove and start again.
Once you are happy, click the Save button again (Save NOT Save and publish).
Save and Publish
You are now ready to publish your content to the App. Have one last look through all the tabs at the top. Have you added the correct document? Have you got the direct link slider button toggled to the correct position? Have you added all the editorial information and is it accurate? Are all the tags, correct?
If the answers to these questions are yes, you are ready to click on the Save and publish button in the bottom right corner. Your content is now live on the Website. Its title, in the list on the left, should no longer be greyed out. To view your work, go to the Info tab and click on the Link, this will take you directly to the live system.