User Guide

Enabling collaboration

summary icon, grabbed on 20.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#Improving the communication and collaboration between your team is easy using social tools your workspace.

  • To share information and comments simply create a Note or
  • To link related concepts or information, use Tags.

These features area available in the Summary tab.

 

The difference between notes and insights

Highlighting something of interest

When you do or learn something that you think might be of interest to other workspace users, you can create a Note. Notes are attached to the object to which they pertain, such as a workspace or dataset. Other users can attach Comments to a Note, thereby creating a thread.

Highlighting something of importance

An Insight is an important conclusion or observation about data in a workspace that you consider worthy of more emphasis than a Note.

Both Notes and Insights are distributed in the same way.

 

Adding notes and insights

summary tools, grabbed on 20.01.17, using XAP version 1.19.1 2740-8759a, from https://analytixagility.aridhia.net/#/workspaces/58/summaryTo add a Note or Insight, use the Add a note or Add an insight buttons in the right hand sidebar. All Notes and Insights appear in the Activity list in the Details panel and on the Summary tab in the workspace.

 

Notifying other users of your notes and insights

When you create a Note or Insight, the default is to notify ‘nobody’. This means that it is attached to the relevant activity lists on the workspace but no proactive notification of other workspace users takes place. However, you can choose to notify selected individuals that you have created a Note or Insight. When you do this, each selected individual’s notification icon will turn red and they will get the notification when they click the icon.

 

Viewing notes and insights from others

notifications, grabbed on 23.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#notifications

When someone adds a Note or Insight and notifies you, these notifications are presented to you through the ‘Notifications’ alert box in the toolbar. To view the notification:

  • Click the alert box to display the five most-recent notifications.
  • Click Show all messages to navigate to the Notification page and see all notifications.
 

Adding tags

Tags are used to identify and group objects within the AnalytiXagility platform, such as documents, files and datafiles. For example attaching a tag to the files and notes related to specific project may help to better organise the workspace contents.

Note: the set of tags is global to the installation, therefore tags that you enter can be seen and used by other users, even if they do not belong to any of your workspaces.

To add a tag, click the tag button, grabbed on 23.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/# Add/edit tags button then simply type a relevant word or phrase in the text box.
add tags, grabbed on 23.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#

To add multiple tags, use a comma character to separate them. As you type, a list of existing tags will appear; you can choose one of these by clicking on it. Please note that tags already associated with the object will be listed.

In list views such as the Files tab, you can add a tag or tags to multiple items in a single action:

  • Select the items you wish to tag using the relevant checkboxes. When ticked, a panel entitled Selection will appear in the right-hand sidebar, with a count indicating how many items have been selected.
  • When the correct items have been selected, use the Add/edit tags button below to perform the appropriate action.
 

Viewing tags

To view all tags, click the spanner icon spanner icon, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/# in the toolbar then click Tags. This lists all tags in the platform, including those associated with other users and workspaces.

Clicking on a tag enables you to see all objects that have been associated with that tag. Clicking on the tab names display the items related to that tag that you have access to.

 

Removing tags

To remove a tag from an object, display the item then position your pointer over the tag to remove and click the x, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/# next to the tag name; for example research button, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#.

Alternatively you can click the Add/edit tags button in the right hand sidebar and remove the tag from within the resulting popup window.
add/edit tags, grabbed on 24.01.17, using XAP version 1.19.1 2740-8759a, from https://edcvaatest04.aridhiatest.net/#

 

To contact support, send an email to the Aridhia service desk: servicedesk@aridhia.com.