This article provides step-by-step instructions for using the announcements and site resources features to communicate updates and share important information with site partners. It includes details on creating, editing, and organizing announcements and resources, ensuring that relevant information is easily accessible to all stakeholders.

Adding Site Announcements

Adding Site Resources

Setting Up Site Announcements 

You can use the announcements feature to provide updates or inform sites of important information!

1. Select Sites from your left-menu or dashboard.
   
   
   
2. Click on Setup from the ribbon at the top of the page.
   
   
   
3. The system will load all announcements created previously. Click on + Add Announcement.
   1. To edit existing announcements, click the pencil icon.
   2. To delete existing announcements, click the trash icon.
      
      
      
4. A drawer will open. Enter in any necessary information and click Save once done.
   
   1. Show on site resources page: this will be shared with sites on the Site Resources page.
      

Setting Up Site Resources

You may want to share resources with your site partners. Read on to learn how!

1. Select Sites from your left-menu or dashboard.
   
   
   
2. Click on Setup from the ribbon at the top of the page.
   
   
   
3. Select Resources from the left panel.
   
   
   
4. Select a category from the middle panel to start adding resources.
   
   
   
5. Not seeing any options within the category list, or would you like to update your list? Click on the pencil icon.
   
   
   
6.  A drawer will appear showing you all your categories. Make all necessary changes and click Save once done.
   
   
   
7. Once you select an item within the category list, you will see all resources added for that category.
   1. If you’d like to filter to view only documents, links, etc., you can uncheck any options.
      
      
      
   2. To edit an existing resource, click on the pencil icon.
      
      
      
8. To add a new resource, click +Add Resource.
   
   
   
9. A drawer will open. Click on the drop down to select the type of resource you’d like to add.
   
   
   
10. Enter the resource information and click save when done.
    1. Show on site resources page: if you’d like this resource to be shared with your clinical partners, select this option.
       
       
       
11. You may want to organize the order in which your resources appear. To do so, select Re-order.
    
    
    
12. Use the icon on the left to drag and drop items in the order you prefer. Click Save once done.