Add Resources to a Procedure or Step

A Resource is explanatory or reference material associated with one or more Procedures or Steps. Resources become viewable as a Guide on the Assignment or Task corresponding to the Procedure or Step to which the Resource is connected. While each Procedure or Step has only one Detail field intended to contain explanations or instructions unique to that Procedure or Step, it may have many associated Resources, each of which may be shared and reused among different Steps and Procedures within the same Portfolio. Portfolio Administrators or Leads may modify Procedures.

1. Navigate to the Procedure or to the Procedure Step to which you would like to add Resources.
2. Press the Guide tab in the detail pane to display the Guide panel.

   

Add Linked Resource

1. A Linked Resource is a website URL, along with a Title and optional Description.

   

2. Press the Link… button on the Guide panel to display the Link Resource dialog:

   

3. Enter a URL in the Link field on the Link Resource dialog:

   

4. Exit the Link field to allow TaskTrain to automatically fill in the other input fields with information about the webpage (assuming it is not password protected).
5. Edit the Title or Description field contents as desired.
6. Press the Save button to add the Linked Resource to the selected Procedure or Step.

Add Attached Resource

An Attached Resource is an uploaded file such as an office document, PDF, or audio or video recording.

1. Press the Attach… button on the Guide panel to display the Attach Resource dialog:

   

2. Add one or more files to attach:
   1. Press the Select… button on the Attach Resource dialog to open the operating system file selection dialog:

      

   2. or, drag & drop files from an operating system file browser window onto the Attach Resource dialog drop zone.
3. Edit the title of the uploaded file(s) by pressing the pencil icon or double-clicking the title, if desired.
4. Press the Attach button to upload the files and associate them with the selected Procedure or Step.

Add Embedded Resource

An Embedded Resource is formatted text entered directly into TaskTrain.

1. Press the Embed… button on the Guide panel:

   

2. Enter a concise title describing the embedded text in the provided field.
3. Enter or paste the text into the provided text editor, using the toolbar and common editing keyboard shortcuts to format the text:

   

4. Press the Save button to associate the formatted text with the selected Procedure or Step.

Related Articles

Overview

1. Resources Overview

Step-by-Step

1. Reuse a Resource
2. Reorder Resources on a Procedure or Step
3. Remove a Resource