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Table of Contents

Viewing and editing metadata uses the same interface for both documents and pages, though they are accessed in slightly different ways.

View Document Metadata

To access the metadata for a document

  1. Navigate to the Document View

  2. Click the drop down menu next to Versions & Exports

  3. Click the View Metadata button

View Page Metadata

To access the metadata for a page

  1. Navigate to the Document View

  2. Find your page in the Page List

  3. Click the drop down menu next to Edit Content

  4. Click the View Metadata button

You will be presented with a page displaying the metadata for your document or page, with links to edit the tags or custom metadata as seen below.

Editing Tags

Tags can be edited by clicking the "Edit" link visible on the right hand side of the Tags Section

A tags editing interface is displayed with autocomplete to help you find matching tags in your space.

Editing Custom Metadata

Custom Metadata can be edited by clicking the "Edit" link visible to the right of the Custom Metadata Sections, or in the getting started with custom metadata heading

Custom metadata is edited in a code editor and must be valid JSON

Tags used for FPA Content

Tags are case sensitive, so there is a need of having a repository of tags and every CE user who adds the content will add the Tags following the Case Sensitive.

Tag

Explanation

DOCUMENT

This is the tag for content to be in Documents area in the dashboard and app

VIDEO

This is the tag for content to be in Videos area in the dashboard and app

HIP

This is the tag to enable search for HIP documents to be in content area in the dashboard

KNEE

This is the tag to enable search for KNEE documents to be in content area in the dashboard

INGUINAL

This is the tag to enable search for INGUINAL documents to be in content area in the dashboard

INCISIONAL

This is the tag to enable search for INCISIONAL documents to be in content area in the dashboard

GLOBAL

This is the tag to make content with GLOBAL tag to show documents belong to Super Admin Dashboard

EN

This is the tag to filter document by Language - English

ES

This is the tag to filter document by Language - Spanish

CS

This is the tag to filter document by Language - Czech

DE

This is the tag to filter document by Language - German

PL

This is the tag to filter document by Language - Polish

SK

This is the tag to filter document by Language - Slovak

JA

This is the tag to filter document by Language - Japanese

Custom Metadata for FPA Content

Use this Custom Metadata for any new and edited content so that the document / update of the document will show up in the Super Admin dashboard.

{
	"owner_id": "global",
	"source-url": "",
	"content-provider": "",
	"original-authors": ""
}

STEP-BY-STEP: Creating new content for FPA

  1. Log in to https://idm.forpatientapp.com/

  2. Select Carbon Editor from the Applications menu

  3. Navigate to the correct Space (e.g. Orthopaedic - Hip) and then to the correct Category (e.g. Czech - Variations)

  4. Start to create a new document in Carbon Editor by clicking the +Create button

  5. Fill out the new document details form and click the save button. A new document will be listed in the Category.

  6. Click on the documents name in the list and then click on the + Create button to start creating the first page in the document.

  7. Fill out the page details form and click the Save button. A blank page will be displayed.

  8. Click the circle + button and select the General Section from the list.

  9. Click the circle + button under the general-section heading and select the Browse all fields link to see a list of the fields you can add to the section

  10. Select a field from the list and edit the content (text, image, table etc) before selecting additional fields to add to the page.

  11. Create all the content on the page by adding more fields and inserting content in these fields. When you are completed, click the green Save button in the top right of the screen, add a note about the page you just created and click Save.

  12. The document view is now displayed. Select View Metadata from the dropdown list under the Versions & Export button

  13. In the Metadata page displayed, Select the Edit button on the far right of the Tags panel.

  14. As a minimum add the following tags - content type (e.g. DOCUMENT), language code (e.g. DE), and content source (e.g. GLOBAL).

15. Add the following custom metadata as a minimum - Just need to copy paste this

{
	"owner_id": "global",
	"source-url": "",
	"content-provider": "",
	"original-authors": ""
}

16. Click on Back to go back to Document View

17. Create a new version and Publish the document. For creating a version and Publishing of Documents - Follow the following link - Exporting a Document

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