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Overview of the NRDS sidebar navigation

A step-by-step guide for team members to effectively navigate, organize, and utilize the NRDS application dashboard and sidebar features.

Sam avatar
Written by Sam
Updated over 3 weeks ago

1. Logging In and Team Selection 0:18

  • Log in to the NRDS NERDS application.

  • Click the caret next to your team name to switch between teams if you have access to multiple teams.

2. Searching the Sidebar 0:27

  • Use the search bar in the sidebar to find surveys or maps by name.

  • The sidebar will filter results based on your search.

3. Managing the Sidebar Display 0:39

  • Click the sandwich icon to hide or restore the sidebar.

  • Expand the sidebar size if you have long items for better visibility.

4. Working with Dashboards 0:50

  • Click the carrot to expand the dashboards section.

  • To edit a dashboard:

    • Click the pencil icon to open the editor.

    • Change the name of a dashboard, reorder them by drag and drop, or hide a dashboard by clicking the eyeball icon and saving.

5. Managing Maps 1:28

  • Expand the main map section to view custom maps.

  • Organize custom maps into folders:

    • Click the pencil icon to create a folder.

    • Drag custom maps into the folder or reorder them.

6. User and Login Management 2:20

  • Access the users and logins manager to:

    • Reset user passwords.

    • Edit user information.

    • Invite new users.

7. Organizing User Groups 2:33

  • Create and manage user groups to organize users and set permissions for specific surveys.

8. Managing GIS Features 2:45

  • Load and edit GIS features with a simple structure (name, status, type, purpose).

9. Importing GIS/GPS Data 2:57

  • Use the GIS GPS import feature to import shapefiles or KML data into generic features.

10. Template Management 3:08

  • Access the template editor to create or edit existing forms.

11. Survey Management 3:28

  • View and manage surveys:

    • Search for surveys.

    • Organize surveys by creating folders and moving them as needed.

12. Photo Gallery Management 3:52

  • Access and edit photos in the photo gallery.

13. Configuring Map Settings 4:01

  • Set up and configure map settings for the maps displayed in the sidebar.

14. Managing Custom Icons and Tags 4:14

  • Access the manager for custom icons and tags to organize and manage them.

Cautionary Notes

  • Ensure you save any changes made in the editor before exiting.

  • Be cautious when deleting or hiding dashboards and maps, as this may affect team access.

Tips for Efficiency

  • Regularly organize your dashboards and maps to improve navigation.

  • Utilize the search function frequently to quickly find surveys and maps.

Link to Loom

https://loom.com/share/b381c4d715a84591a4c03083b1885e55

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