How do I Create Folders to organise PLGs?

Create Folders to organise PLGs

We have introduced Folders to help manage PLGs for Assessment Managers. Therefore, an Assessment Manager with the Cloud Admin password can create folders that then PLGs can be placed into. Assessment Users if they have permission to be able to access a PLG will still be able to access it but will not see the Folders. Therefore, for Assessment Users they will still see a list of all the PLGs that they have permissions for.

Create Folders:

1) Login to the Web Console

2) Hover Over Admin (towards top right) and Click Assessment Configuration

3) Click Manage Folders

4) Click Create

5) Name the Folder and Click Create

6) Repeat the process to Create other Folders

Move PLGs to specific Folders using the Web Console

Only Assessment Managers can move PLGs to specific Folders.

The easiest way is to move PLGs into specific Folder is to use the Bulk Edit feature that is now available in the Web Console:

1) Login to the Web Console

2) Hover Over Admin and Click on PLG Manager

3) Switch on Bulk Edit (towards top right)

4) Select a number of PLGs that you want to move to the same folder by ticking the box to the right, you can click on the name of a folder to expand it to see the PLGs in a specific folder

4) Once you have selected the PLGs that you want to move to the same folder, Click Move to Folder (towards top right)

5) Click on the name of the Folder and Click Set (bottom right)

Create Folders to organise PLGs (iPad)

You can now create Folders to organise your PLGs:

1. From the Home Screen of the App with animated stars and the word "Capture" Tap on the Cog (top left).

2. Tap on Cloud Admin (top right).

3. Enter the Cloud Admin Password and Tap Continue.

4. Tap on Folders (PLGs).

See below...

4. To Create a new Folder Tap + (top right).

See below...

5. Enter the name of the Folder that you want to create and Tap Save (top right).

When naming your Folder, it is worth taking time to consider how you want to structure the organisation of your PLGs.

You can change your Folders names and how they are organised at anytime. PLGs don't have to be in a folder.

Repeat the process to create more Folders for your PLGs.

Move PLGs to specific Folders (iPad)

Only Assessment Managers can move PLGs to specific Folders.

1. From the Home Screen of the App with animated stars and the word "Capture" Tap on the Pencil and Pad Icon (bottom right) to access the Assessment Area of the App.

2. Enter your username and password and Tap Continue.

3. Tap Manage PLGs (top right).

4. Tap Bulk Edit (top right).

See below...

5. Tap the tick to the right of all the PLGs that you want to move to the same Folder. Once selected the tick will become green.

Then Tap Apply to Selection (top right).

Then Tap Move to Folder.

See below...

6. Tap on the name of the Folder that you want to move the selected PLGs to.

You can repeat the process and move other PLGs into Folders.