General overview of the Eolas Medical platform for admins, covering navigation, managing users, adding content, and using mini-apps.
Step-by-Step Guide
1. Understanding the Admin Panel
- When you log in, you will land on the Space Screen.
- This can be renamed to reflect your specific department or hospital.
- The Admin Panel is located in the top-right corner, where you perform most admin functions.
- Regular users (read-only) see a simplified version of the platform without admin functionalities.
2. Tabs on the Platform
- Me Tab: Personal portfolio for individual users.
- Department Tab: Represents your space, where department-specific content is hosted.
- Hospital Tab: Separate space for hospital-wide resources.
- Organisation Tab: Umbrella space for larger organisations (e.g., Trusts), holding multiple spaces.
- Knowledge Hub: Publicly available, nationally curated resources provided by Eolas Medical.
3. Admin Functionality
- To manage your space, go to the Admin Panel. Here, you’ll find two key options:
- Content Management: Add, edit, and manage your content.
- Manage Users: Invite, manage, and control user access.
4. Managing Users
- Inviting Users:
- Use an invite link, QR code, or email to invite users.
- Managing Admins:
- Add admins by searching for a user and assigning either section-specific or full admin rights.
- Access Control:
- Configure access settings:
- Open Access: Allow all platform users to access your space.
- Invite Only: Restrict access to invited users.
- Trusted Emails: Pre-authorise access for users with specific email domains.
- Configure access settings:
- Access Requests:
- Review and approve or reject access requests in the Access Requests section.
5. Adding and Managing Content
- Navigate to Content Management to add or edit content in your space:
- Add New Sections: Choose between sections with subsections or file-only sections.
- Generic Content Repository:
- Use this for clinical guidelines, rotas, pathways, or department documents.
- Monitor expiration dates for content and update as necessary.
6. Document Types
- Files: Upload Word documents, PDFs, and other files.
- Links: Add links to external or in-app resources.
- Flashcards: Visually engaging content for quick learning or reminders.
- Editor Items: Create custom documents directly within Eolas using version control.
7. Mini-Apps
Mini-apps provide tailored functionality for specific needs:
- Meet the Team: Showcase department team members.
- Education and Learning: Host educational materials and track user completions.
- Newsfeed: Share updates with users and send push notifications.
- Patient Leaflets: Provide accessible leaflets via QR codes.
- Contacts: List contact information for your space.
- Checklists: Create and manage department-specific checklists.
8. Publishing and Managing Content
- Use the Drafts Feature to review documents before publishing.
- Manage content visibility with options to:
- Download
- Move
- Create Shortcuts
- Share Links
- Unpublish Documents
9. Switching Spaces
- To switch between spaces, click Switch Space in the top menu.
- This allows you to navigate between different departments, hospitals, or organisations seamlessly.
Common Questions This Article Answers
General Admin Features
-
What is the Admin Panel on Eolas Medical?
The Admin Panel is where admins manage content, users, and settings for their space. -
How do I navigate between spaces?
Use the Switch Space option in the top menu to move between different spaces.
Managing Users
-
How do I invite new users to my space?
Use the Manage Users option in the Admin Panel to send invites via email, QR code, or links. -
Can I control who accesses my space?
Yes, you can configure access settings as Open, Invite Only, or Trusted Emails. -
How do I manage admin roles?
Add or modify admin rights in the Manage Admins section.
Content Management
-
What types of content can I add?
Files, links, flashcards, and editor items can all be added to your space. -
How do I add clinical guidelines to my space?
Use the Generic Content Repository to add documents like rotas, guidelines, or policies. -
Can I track document expiration dates?
Yes, you can monitor upcoming expirations and update or remove outdated content.
Mini-Apps
-
What are mini-apps?
Mini-apps like Education and Learning, Newsfeed, and Patient Leaflets provide additional functionality tailored to specific needs. -
How do I send updates to users?
Use the Newsfeed app to share updates and send push notifications.
Next:
Adding Content to a Generic Content Repository
Inviting Users
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Transcript of Video
0:00 - Introduction to the platform for admins.
0:14 - Overview of the space screen and admin panel location.
0:24 - Explanation of regular user vs admin views.
0:48 - Description of tabs: Me, Department, Hospital, Organisation, Knowledge Hub.
1:43 - Details about the Organisation Tab and linked spaces.
2:34 - How to use the Admin Panel for managing users and content.
2:51 - User invitation options: link, QR code, or email.
3:29 - Setting access permissions and trusted email domains.
4:09 - Content management: adding sections, managing files, and creating mini-apps.
5:11 - Mini-app examples: education materials, newsfeed, patient leaflets, and checklists.
6:13 - Using the generic content repository for clinical guidelines.
7:16 - Managing document versions and sharing links.
7:48 - Closing remarks and support contact information.
Support Contact
For more detailed guidance, visit our Knowledge Base or email us at support@eolasmedical.com.
Additional Notes
- Custom Tab Names: Contact support if you’d like to rename tabs to reflect your organisation's structure.
- Mini-Apps: Tailor your space to your needs with mini-apps for education, communication, and more.
This guide equips admins with everything needed to manage spaces, users, and content effectively on Eolas Medical.