Organize Content

modONE provides three ways to organize content: Keywords, Categories, and Folders.

Manage Keywords

Keywords are user-defined elements that are helpful when searching for content. For example, if several pieces of content are associated with a "Summer Safety Campaign," you might define a keyword entitled "Summer Safety" and apply it to each piece of content in the campaign. This keyword will make it easy to search for content within that campaign when scheduling content.

Content can be assigned to more than one Keyword.

To manage all keywords in your library, click the Manage Keywords button at the top of the Content Manager home page. Clicking this button will activate the Manage My Keywords window.

Manage My Keywords Window (Keyword View)

The following is a guide to all available Manage Keyword actions:

Change View

Content can be viewed either by Keyword (default) or by Content. Click the checkbox beside the desired view to change.

Add Keyword

Click the "Add Keyword" button at the bottom of the Manage Keyword Window. A new Keyword will appear at the top of the Keyword list with the title *New Keyword - Click to Edit*. See the Edit a Keyword guide for editing instructions.

Keyword View

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The Keyword View lists all Keywords and the Content associated with each.

Edit a Keyword

Click on a Keyword to activate the Keyword editor. When finished making updates, either press the "enter" key or click outside of the keyword editor field.

Add Content to a Keyword

Scroll to the desired Keyword and click on the Content dropdown box. A list of Content titles will appear in alphabetical order. Click the Content you want to add. The add Content icon () will appear to the right of the Content dropdown box - click this icon to add the Content to this Keyword.

View All Keywords for Content

To view all Keywords for a specific piece of Content, click the icon. The view will change to Content, and all Keywords for the chosen Content will be displayed.

Move Content to a Different Keyword

Click the cut () icon beside the Content to be moved. This will activate the Keyword cut-and-paste function. Scroll to the desired keyword and click the paste () icon to paste the Content to the Keyword. If you change your mind, click the red "Cancel Paste" button that appears at the top of the window. Note that if you want the cut Content to remain with the original Keyword, you must paste it to that Keyword.

Copy Content to another Keyword

Click the copy ( ) icon beside the Content to be copied. This will activate the Keyword copy-and-paste function. Scroll to the desired keyword and click the paste () icon to paste the Content to the Keyword. If you change your mind, click the red "Cancel Paste" button that appears at the top of the window.

Remove Content from Keyword

Click the icon to remove the content from a keyword.

Remove Keyword

When no Content is associated with a Keyword, it can be deleted by clicking on the icon.

Content View

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The Content View lists all Content and the Keyword associated with each.

Add Keyword to Content

Click anywhere in the Keyword input field beside a piece of Content to see a list of available Keywords. Click a Keyword in that list to add to the Content.

Remove Keyword from Content

Click the red "x" beside a Keyword to remove it from the associated Content.

Manage Categories

Content can be grouped into 3 categories:

1. Category of Loss

2. Industry

3. Role (the Content is specific to the Team Lead or Employee role)

The default for each of these categories is "Not Specified".

Manage Content Categories Window

When the Manage Content Categories window is active, an alphabetical list of Content and current values for each content category are displayed. To switch libraries and narrow the list click "Filter and Search". See the Filter and Search guide for additional details.

To download a .csv file of the current Content list view and the value for each Content category, click the download icon ( ).

To change the value of the Category of Loss, Industry, or Role, click the dropdown and select a value from the list.

Manage Folders

Like your computer's file management system, modONE supports organizing Content into folders/subfolders.

To Manage Content folders, the Folder View must be active.

The following is a guide to all available Manage Folder actions:

Add a Folder

Click the New Folder button, type the new folder name, and click "Save". The new folder will appear on the folder list (this list is in alphabetical order).

Add a Subfolder

Click the add Subfolder icon ( ) beside the folder where the new subfolder will reside, type the new subfolder name, and click "Save". The new subfolder will appear beneath the main folder.

Update Folder/Subfolder Name

Click the Folder/Subfolder name, edit as required and click the "Update Button".

Delete a Folder

Click the Folder/Subfolder name and click the delete ( ) icon.

Deleting a folder does not delete the Content in that folder.

If the folder being deleted contains Content, the Content will be transferred to its parent folder (if there is no parent folder, the content will move to the "No Folder Assigned" category).

Move Content to a Folder

See the Bulk Changes guide for instructions on how to move content to a folder/subfolder.

Reset Folder View

Click the "Collapse All" button to reset the Folder view.