Adding a new resource

The Directory is pre-populated with data provided by Clinia, but you can also add and manage your own set of resources.

 

Note that only users with the manager role have the ability to add a new resource to your Directory. You can view the role assigned to your account from the Account Information section, click here for more details.


To add a new resource:

  1. Click on the blue + icon in the bottom left corner of your Directory’s home page.

  2. Next, select which type of resource you wish to add. Each resource type has its own set of fields and related data. It is therefore important to select the right type of resource.

  3. Fill out the form with the information you have about that resource. 

  4. When you’re done entering the information, simply click on the blue Save button to add the resource to your Directory.

That's it, the new resource will now be available to all the users in your workspace.