Networks overview

Introduction

Welcome to the Network section of Your Research, the all-in-one platform designed to streamline your research management process. This guide will help you navigate the Network section effectively.

Navigating the Network Section

Search Functionality: Utilize the search bars to find specific Groups, Countries, Organizations, Contacts, or select phases. You can search by name, status, or other criteria.

Active Filters: Apply filters to refine your search results. You can remove individual filters or all at once to reset your search.

Groups/Countries/Organizations/Departments Sections: Each of these sections will list relevant entities. You can add new items by clicking the "Add" button. More information about these sections can be found at the following links:

• Groups
• Countries
• Organizations
• Departments

Pagination: Navigate through pages using the pagination controls at the bottom of each section.

Bulk Actions: Use the 'Bulk action' button to perform actions on multiple items at once. 

Contacts: 

• This area displays a list of contacts related to your studies.
• Check details such as Staff ID, Gender, First Name, Last Name, Status, Phone, Email, and Registration Date. 
• Status: Indicates whether a contact is Active, Invited, or Inactive.

Read more about managing contacts via this link.

Using the Interface

• Select Program: Use the 'Select program' drop-down to switch between different research programs.
• Add Program: To start tracking a new research program, click the 'Add program' button.

More information about program management.

Performing Actions

• To modify any information or to add new entries, click the pencil icon to edit.
• To view more details, click the eye icon.
• To add a new group, country, organization, or department, click the corresponding 'Add' button.
• Additional Features
• User Profile: Access your profile settings by clicking your name at the top right corner. Here you can manage your account details or log out.
• Notifications: The bell icon keeps you informed about recent activities or alerts related to your network.
• Help and Support: Click the question mark icon at the bottom left for help resources or to contact customer support.