Dear all,

Welcome to step 1 of our "5 steps to platform expertise" e-learning training programme!

For step 1, you are invited to create your own personal folder. In your folder you can store project related documents. By doing so, your files will be accessible everywhere at any time. Moreover, you can easily share your documents with other project members without having to send emails with annoyingly large attachments. In addition, you can use your folder to create a collection of bookmarks to your favourite documents on the platform.

Step 1 should not take more than 15 minutes (including reading through instructions). If you want to print this page, simply click on „Print this page“ in the left column.

1. Below the green main menu you see the pathline (displayed in small, grey letters). The pathline always shows you which area of the platform you are currently in.
   
   

   
   

   
   For example: This instruction is in Structure > usage of platform > 5 steps. The last position in the pathline, shows you the title of the fact you are viewing. In this case "step 1 - instructions".
   If you want to jump to a higher level in the hierarchy, simply click on a level in the pathline. For our momentary purposes, click on „Structure“.
   
   
2. Now, you see a list of all folders on the platform. Choose "Internal Working Area", then "Other Material" and finally "Team" by clicking on it.
   
   
3. You should be in the folder „Team“ now. The pathline should show Structure > Intern > Other material > Team.
   
   

   
   

   
   
4. In the left column you will find the „edit functions“-box. Choose „add a folder“ from the edit functions by clicking on it.
   
   

   
   

   
   
5. Now, the system asks you to enter a title, a shortname and a description for the folder you are about to create.
   
   

   
   
   Please, use your full name as a title (eg. Max Harnoncourt). The shortname will be displayed in the pathline and must not be longer than 20 characters. If your full name exceeds the allowed maximum, simply use your last name as a short name.
   
   If you want to, you can add a description for your folder in the input field "top description" or "bottom description". Descriptions are displayed above (top description) or below (bottom description) the list of content items as soon as you open the folder.
   
   If you click on the checkbox "previous/next", a link to the previous/next content item (called "fact") in your folder will be displayed. This allows you to conveniently jump from one fact to the next (see example below).
   
   

   
   
   
6. Click „next >>“ to continue.
   
   
7. Now, you will have to set the permissions for your folder. Permissions allow you to control who is able to read and/or edit your folder. In case of folders, three different permissions are distinguished:
   
   (1) Read-permitted users are only able to see the folder.
   (2) Work-permitted users are allowed to create content in your folder.
   (3) Modify-permitted users are allowed to change the title, shortname and description of your folder.
   
   Permissions can be assigned to groups of users. The group „universe“ includes everyone who has not logged in. The „main group“ includes everyone who registers and logs in on the platform but does not necessarily have anything to do with the project. These two groups are automatically created by the system. The groups „system administration“, "project partners" and „coordination“ have been created by your platform administrator Max Harnoncourt. „System administration“ comprises all platform administrators. Users in „project partners“ and "coordination" are persons who are directly connected to the research project (eg. project team members) and have been manually authorized to view classified content on the platform.
   
   As you will see, you are offered a pre-selection. In order to adapt (add, reduce) permissions, simply click in the respective checkboxes. Please note, you cannot adapt permissions for the group "coordination" (checks displayed in green colour).
   
   
    
   
   
   
   
8. After you have set the permissions for your folder, click „preview“.
   
   
9. A preview of your folder is generated.
   (a) If you want to change anything, click „edit this folder“ in the left column.
   (b) If you are satisfied with the preview, click on „publish“ otherwise nobody except you will see the folder

This is the end of step 1 of our "5 steps to platform expertise" training programme.

Do you need support?

If you need support for step 1, you can contact Milena Staykova via email (milena.staykova@factline.com ). Milena Staykova works at factline Webservices GmbH and will gladly answer your questions.

Are you interested in further information?

For further information read through the following chapters on the information platform of factline:
Navigation on the platform

Create a folder

Permissions