Overview
The case study tool allows users to create case studies within a workspace on the Futures platform. They can also be easily shared across the platform using the site-wide case study library.
The template can be used for short, simple case studies and fuller, detailed case studies – it can be used flexibly to meet your needs.
Each case study is a folder and will therefore appear in your left-hand navigation bar. We strongly recommend that you create an overarching case study folder to hold the individual case studies.
Please see this article on: How do I create a folder?
Another option would be to hide the case study folders.
2. Highlighting your case study listing by creating a dashboard button
Link your case study listings to a button on your workspace. The list of your case studies can be found by going to a case study and selecting 'Back to list'. Copy the url of this page and add it to a button on your workspace, so members can easily access the list of case studies.
To do this, please see this article: How do I use dashboards and icon buttons to link to workspace items?
3. How your case studies will be categorised and tagged
Each case study needs to be given a category, which is picked from a list that is site-wide. You add this category in the Details section.
You can add tags. You also add these when filling out the Details section.
Tags can be used to highlight or find case studies on specific subjects. For example, if a workspace would like to present case studies by subject, they should use tags in the case study.
You can link tagged case studies by using buttons:
- Click on the tag to bring up a list of all case studies with that tag and copy the URL (web address)
- Using this URL, you then create a new button to link to all case studies with this tag
In addition, you can set up a workspace specific category and list. You do this in the Admin tab and once the case study is set up, the workspace specific category will appear for workspace users to apply in the Details section.
An example of a workspace category might be Primary Care and the options might be Pharmacy, General Practice, Dentistry etc,.
4. Creating a case study
You can create a case study anywhere in your workspace and it will appear in the listing. To do this, click on Create a new item and select the Case study icon.
This brings you to the Create New Case Study page, where you can enter your basic details about your case study.
Publish to a Site-Wide Library:
Click yes to add the case study to the platform’s case study library in addition to your workspace library.
If your workspace is set to private, case studies created within a workspace will not be accessible within the platform’s case study library.
As a workspace manager, you can find how to adjust your workspace overall permissions by going here: How do I change the overall permissions on my workspace?
Click Save and Continue to complete this section.
Content:
You can customise this template by editing the headings and deleting or adding sections and sub-sections.
You can add new sections by clicking on the Add a new section button and add new sub-sections by clicking on Add a new sub-section.
You can modify (pencil icon) or delete (bin icon) a section. You can also re-order sections and sub-sections by dragging them into different parts of the article using the eight dots icons next to the titles.
The photo is optional, but we strongly encourage you to add a photo, to make it more visually appealing.
When you have finished adding content you can either Save the article or Save and View to review your progress.
Within the template, we’ve included tips for content to prompt your thinking. We hope you find them useful, they’re just a guide and there is no need to cover all of the points.
5. Administration of case study
The Admin tab allows you to add workspace category options as described above. You can edit these at any point. Please ask for support if you would like advice on how to approach this.
Click Save to finish editing the case study
6. Promote your case study
In addition to creating an icon button shortcut, you can also mention your case studies on your discussion forum and promote the tool within your workspace blog.
7. Support available
The support team can:
- Help translate existing case studies into the new format
- Advise on how to set up and align with the presentation of existing case studies on your workspace
- Help with the initial set up of categories and your dashboard button
Click on the blue support button (bottom right corner) for further assistance.