Managing Sections
The Sections tab is the second tab of the NarrativesDB module and lists all sections that a user has access to in the tenant. On this tab a section can be created, edited, copied and deleted.
Narrative sections can be created/edited but not copied from an external source, and they can be added to a report from NarrativesDB but not added to NarrativesDB from a report.
Step 1: From the NarrativesDB home page, click the Sections tab.
Step 2: Click New Section at the top right of the page.
Step 3: Enter desired information (required fields are marked with a red asterisk).
Step 4: Click Close (all information is autosaved).
Inserting tags is encouraged to enable better search retrieval and mapping on an export to a report. Comments can also be added to explain the usage of a tag.
Once a section is assigned to a repository with a prefix, sections will automatically increment as they are created.
Step 1: From the NarrativesDB home page, click the Sections tab. Navigate to the desired section to update and click Edit.
Step 2: Make desired edits to the section. Click Close when finished.
All changes are saved dynamically.
The title, body and tags fields can capture user comments. Any user with access to a given repository can add or view comments on any sections contained within. To add a comment, click the text balloon icon.
Comments must be confirmed to be retained. If the "Close" button is clicked first, a warning message will appear notifying that a comment has not been saved and will be lost.
To confirm a comment, click the checkmark next to the comment. To delete a comment, click the X in a comment box.
Current comments being edited and not confirmed have a purple stripe. Confirmed comments have a yellow stripe.
Track Changes shows what was changed within the body portion of the section. Green highlighted text reveals what was added after track changes was turned on, and red text reveals what was deleted.
This feature autosaves and will be seen the next time a section is edited.
Changes can be accepted or deleted or left alone. If accepted, click the checkmark. If deleted, click the X in the comment box on the right. Either action will result in the box and modified text indicators disappearing from the page.
Step 1: Go to the Reports module, select a report, and click the Narrative tab. Scroll to the bottom of the page and click Add From NarrativesDB.
Step 2: Search or use the provided pulldown filters to find the desired section(s) to add.
Only repositories and sections that a user has permissions to view will appear in search results.
Step 3: Click the box next to the section(s) to add, and the narrative will appear on the right under the "TO BE ADDED TO NARRATIVE" sidebar.
To add all available sections (or start off with all sections selected to begin with and then uncheck those not desired), click the box next to "Sections" in the table header below the search bar.
Step 4: Click the Add X Section button, and the new section(s) now exists in the Narrative tab.
Step 5: Click the three dots to display the option to add tags (or if tags already exist, the option to edit and view existing section tags).
Sections can also be deleted from the Narratives tab, and this action will not delete the section from NarrativesDB.
Completing this task permanently deletes the section and cannot be undone.
Step 1: From the NarrativesDB home page, click a repository that contains the section to delete, or click the Sections tab and locate and select the section to delete.
Step 2: Click the three dots found under the "Actions" column, then click Delete.
Step 3: A modal will appear confirming action. Click Delete Section.
More than one section can be deleted or have tags added to them.
Step 1: Identify the sections to do a bulk edit by clicking the checkbox to the left of the section title.
Step 2: Click Actions.
Step 3: Click Add Tags from the pulldown menu.
Step 4: Add desired tags. Click Add Tags.
Step 1: Identify the sections to do a bulk delete by clicking the checkbox to the left of the section title.
Step 2: Click Actions.
Step 3: Click Delete from the pulldown menu.
Step 3: A modal confirming action will appear. Click Delete Sections.
Last modified 1mo ago