ORB Knowledge Management Tasks¶

All of the management tasks below are done from the ORB admin pages (https://health-orb.org/admin/) and you will need to be an admin user to be able to access these pages, or perform any of the tasks listed below.

User/Permissions Management¶

Search for a user¶

Go to the ORB admin pages
Under the Authentication and Authorization section select ‘Users’
You can search based on name, username or email address

Update a users information/change password¶

Find the user you’d like to update (Search for a user)
Click to edit their details
From here you can update their information and change their password
Click save when finished

Add a new content reviewer¶

The new reviewer should register on ORB first and let us have their username so we can then assign them permissions.

Go to the ORB admin pages
Under the ORB section select ‘User profiles’
Search or browse for the user and click to edit their details
Under the reviewer roles, select the role(s) to give this user
Click ‘save’

Give access to organisation analytics¶

Users can be given permissions to view the analytics for all the resources published under their organisations.

Go to the ORB admin pages
Under the ORB section select ‘Tag Owners’
Click on ‘Add tag owner’ and select the user and tag to give permissions to, then save

Usually we’d give users access to tags that are organisations, although you could assign users to any tag.

View Content Reviewers¶

If you need to find out who is currently listed as being a content reviewer, and for which roles:

Go to the ORB admin pages
Under the ORB section select ‘User profiles’
From the filtering menu on the right hand side, you can filter the users by the reviewer roles

Health Domain Management¶

Add a new health domain¶

Go to the ORB admin pages
Under the ORB section select ‘Tags’
Select ‘Add Tag’ button (top right of screen)
For the category, select ‘health domain’
Add the name of the new name in both the ‘name’ and ‘name [en]’ fields
Select your user id as both the create and update user
Update the ‘order by’ field to reflect where in the list of health domains you would like the new one to appear - if you are placing it between existing domains, you should also update the order by for the existing domains to ensure consistency in display.
Untick the ‘published’ checkbox if you would like to add some resources to the domain before it appears on the homepage. Once you are ready to publish the domain, just tick this box.
Click ‘save’

Resource/Toolkit Management¶

Remove/Hide a resource¶

Usually it will be best to just hide a resource, rather than delete it, since deleting it will remove all of the statistics and other information that is associated with a resource.

Go to the ORB admin pages
Under the ORB section select ‘Resources’
Search or browse for the resource and click to edit the details
Change the status to either ‘pending’, ‘rejected’ or ‘archived’ (‘archived’ option coming soon)
Click save

To completely delete the resource, from the edit page, there is an option to delete the resource.

Create/Update a collection of resources¶

Collections may be resources that are part of a particular curriculum (eg OpenWASH).

Go to the ORB admin pages
Under the ORB section select ‘Collections’
Either click to edit an existing collection, or click to ‘Add Collection’
Enter a title and description and then save

Now to add/edit the resources in the collection:

Go to the ORB admin pages
Under the ORB section select ‘Collection resources’
Click on ‘Add Collection resource’
Select the resource and the collection to add it to, optionally add an ‘order by’ number
Click save, repeat for each resource to add to the collection

Add or update a toolkit¶

Go to the ORB admin pages
Under the ‘Toolkits’ section select ‘Toolkits’
Search or browse for the toolkit and click to edit the details

Manage translations¶

The documentation for managing the internationalisation and translations is described in the Internationalization and Translation section.

Tag Management (incl. Languages & Geographies)¶

Update the info/image for a tag¶

Go to the ORB admin pages
Under the ORB section select ‘Tags’
Browse or search for the tag to update and click to edit it
You can upload a new image or change the information for the tag
For the image files, ORB will automatically resize and crop (if necessary) any images files for display on the site
Click ‘save’

Update logo and information for an organisation¶

All organisations are stored as ‘tags’, see Update the info/image for a tag

Update the icon for geography or language¶

All geographies and languages are stored as ‘tags’, see Update the info/image for a tag