Advice Designer offers a complimentary Fact Sheets Library, containing 51 advice category based education flyers, which is maintained in-house. Users can elect to use this library or construct their own.
💡Note: Only Organisation, Licensee or Workspace Admin users have the ability to manage the Fact Sheet library.
Adding Fact Sheets
Click on your Avatar and select Your Profile, from the drop down menu.
Select the Workspaces/Licensee/Organisation tab
View the Workspaces/Licensee/Organisation you wish to add Fact Sheet to
Select the Fact Sheets tab
Click the +Add button
Capture all Fact Sheet fields; Status, Fact Sheet, Fact Sheet Heading and Context
Set the Status as Draft*/Published
*Draft versions not being visible to users
Click Create
Linking Fact Sheets to a Strategy
Once a Fact Sheet is added is can be linked to Strategies to ensure automatic inclusion in plans where the linked strategy is recommended.
Click on your Avatar and select Your Profile, from the drop down menu.
Select the Workspaces/Licensee/Organisation tab
View the Workspace/Licensee/Organisation in which the custom Fact Sheet exist
Select the Fact Sheets tab
Click on the vertical ellipse in line with the custom Fact Sheet
Select Strategy Link
Tick the box against the Strategy you wish to link the Fact Sheet
Select Save
Archiving Fact Sheets
Click on your Avatar and select Your Profile, from the drop down menu.
Select the Workspaces/Licensee/Organisation tab
View the Workspaces/Licensee/Organisation you wish to add Fact Sheet to
Select the Fact Sheets tab
Either select multiple Fact Sheets, with the left side tick boxes, and select Manage Access
Or click on the 'ellipse' icon to Edit the status of the individual Fact Sheet to Archived
💡Note: Clicking the Global Content toggle will archive all Fact Sheets natively provided by Advice Designer