About files

In addition to the special Cochrane documents, such as reviews or entity Modules, you can use Archie to store other files of any type. These can be stored in your entity's Files folder and  the Files folders for individual reviews . The Super Users in the entity control the creation of subfolders and files, and can also give other people access to the folders.

This is not a primary function of Archie, so the space available to each entity is limited.   

Security

Access to the Files folder and any subfolders is controlled by the Entity's Super Users. Each folder has a Security tab under Properties where it can be specified who should have access to the files in the folder. Permissions can be set individually for each folder, but the default is that a folder inherits the permission of its parent folder. Super Users always have Full control for all folders and files.

The possible customized permissions are:

Shared folders

Super Users can also make the content of a folder available to all Archie users by setting the permissions to Shared Folder. This gives all Archie users access to read (but not edit or delete) files in those folders. Only the entity Super Users can modify the folder contents.    

Note: Shared folders should be placed directly under Files or in other shared folders for the sharing to have any effect.

Folder permissions example

In this example, a Centre has the following folder structure:

The permissions for the Files folder has been set so people with the entity roles Director, Administrator and Staff have View Folder and Read Files permissions. This means that everybody working in the Centre by default can view the files and folders in the Files folder - but only the Super User in the centre can create or modify files and folders.

The 'Procedures and guidelines' folder is set to Inherit permissions. This means it will have the same permissions as the Files folder, namely that all employees can read the contents.

The 'Administrative files' folder is not meant to be shared with everybody, and has a separate set of permissions: the Director and Administrator roles have been given Full control. This means that these people can add and edit files. Since the permissions from the Files folder are not inherited to this folder, people with the Staff role can't even see it.

The 'Shared drafts' folder has Full control permissions set for all three employee roles: Director, Administrator and Staff, allowing them all to add and edit files and folders.

To customize permissions for a folder

  1. Right-click the folder and choose Properties.

  2. Click the Security tab.

  3. If the folder is set to Inherit Permissions, choose Customized Permissions.

  4. Click Add.
    The Permissions window opens.

  5. Choose the role you wish to add permissions for from the pull-down list.

  6. Check the boxes for the permissions you wish to associate with the selected role (see above).

  7. Click Ok.
    The role and its permissions are now listed.

  8. Repeat steps 4 to 7 to add further permissions, or click Close to exit.  

Versioning

Files can be versioned. This can be used for important documents, where you wish to keep track of all changes made. Versioned files will have a History tab on their Properties. See Document versions.

Folders and Files

To add a folder

  1. Right-click the folder you wish to add a new sub-folder to (e.g., Files), and choose New... > Folder

  2. Enter a name for the folder and click OK.

New folders will by default inherit the permissions of their parent folder, but if you are a Super User you can set separate permission for the new folder (see above).

To add a file

  1. Right-click the folder where you wish to add a new file (e.g., Documents \ Shared ), and choose New... > File.

  2. Click Browse... to open the Choose file window.

  3. Locate the file on your computer, click it, and click Open.

  4. If you wish to enable versioning, check the Enable versioning box.

  5. Click Ok to begin uploading the file to Archie. Once the upload completes, the file will appear in the folder view.

Quotas

Each entity will have a limited amount of storage space in their Files folder. Super users can see the Quota for their entity on the Properties of their Files folder. No files can be uploaded if an entity has reached its quota, or has a quota set to 'none'.

 

Contact a System Administrator (support@ims.cochrane.org) if you have quota problems.

 

See also: Working with files and folders, Review folders.