Resource library

The Resource library is where you can see your saved content, and find new content to share with your clients.

To access the Resource library page:

  1. From the left navigation bar, select Clients.
  2. Locate the client who you wish to assign resources to, and select their Name from the table.
  3. A new set of pages for that client now displays in the left navigation. Select Resource library.

The Resource library page is split into two tabs:

  • Shared resources: These are the resources that you have previously shared with that client.
  • My resource library: These are the resources you have saved to your resource library.

Shared resources

On the shared resource tab, you see a table of all the resources you have previously shared with that client. If you select Discover new resources, you are taken to the Search resources page where you can search for, view, and share Percipio content if the client has Percipio.

To help locate a shared resource you can search for it, or filter the results shown in the table by category so that you only see resources from the category you selected.

In the table, you see the following information about each shared resource:

  • Category: If you applied a skill filter when you searched for Percipio content this shows as the category for that content item. If you added a custom resource, the Focus area you add is shown as the Category.
  • Resource title: This is the content title if you shared Percipio content, or the name you gave a resource that you uploaded.
  • Shared date: This is the date that you shared the resource with the client.
  • Status: This is the viewing status of the shared resource. You may see the following statuses:
    • To-Do: The client has not yet opened the resource.
    • Viewed: The client opened the resource.
  • Helpful: After a client views a resource, they must respond to the question of whether or not they found the resource helpful. Their answer to this question displays in this column. You may want to discuss with the client which resources they find most helpful in order to best support their learning style.
    • Actions: Under the actions menu, you have the following options:
    • View: When you select View, the resource opens as the client would see it.
    • Delete: When you delete a resource, it is removed from the client's resource list and they can no longer see that it was shared with them.
    • Report: If a resource is not opening or viewing correctly, you can report it, so that it can be fixed.

My resource library

Your resource library is a collection of resources that you have either saved from Percipio or uploaded yourself. Adding content to your resource library makes it easy to locate so that you can share it with clients without having to browse Percipio or re-upload your own resources every time.

Select Discover new resources to take you to the Search resources page where you can search for and share Percipio content with your client if they have access to Percipio.

Select Add new resource to upload your own resources for clients to view. When you add a new resource, you must complete the following fields:

  • Title: This is the title that shows to clients when you share the resource with them.
  • URL: Optionally add a URL to the public website or domain you want to use as a resource.
  • Upload files: Optionally upload files from your device that you want to use as a resource.
  • Resource type: From the drop-down, select what type of content the resource is.
  • Focus area: From the drop-down, select the focus area that best corresponds with the resource. This shows as the Category of the resource in your Resource library.

Your resource library contains a table with the following information about each of your resources:

  • Category: If you applied a skill filter when you searched for Percipio content this shows as the category for that content item. If you added a custom resource, the Focus area you add is shown as the Category.
  • Resource title: This is the content title if you shared Percipio content, or the name you gave a resource that you uploaded.
  • Date added: The date at which you added the resource to your resource library.
  • Type: The type of content, book, video, channel, ect.
  • Actions: Under the actions menu, you have the following options:
    • View: When you select View, the resource opens as the client would see it.
    • Delete: When you delete a resource, it is removed from the client's resource list and they can no longer see that it was shared with them.
    • Report: If a resource is not opening or viewing correctly, you can report it, so that it can be fixed.