Across the various tools in the News and People Profile System (profilebeatrix.yale.edu), there are a few concepts that are consistent throughout. These instructions will highlight some of those elements and provide tips for general use of the Profile SystemBeatrix.
To follow along with these instructions:
Visit
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Log in with your NetID and password
Click
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Peoplein the navigation
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Find and select the profile you want to edit (see Edit a Profile for more information).
Table of Contents
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Navigation
The General Information & Biography Dashboard page is the first page in the process for editing a Profile, here’s how it appears:
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In the screenshot above, you can see 4 highlighted sections that are useful for navigating through the process of editing a profile:
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Main Navigation
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: These links can be used to navigate between the various modules of
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Beatrix, and you can click these links to go elsewhere.
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People: To
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edit a
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This section also shows you when the last edit was made to the profile.
Changes made to the profile must be saved for them to show up in the preview.
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You must click Save This Section to save the changes made before you navigate elsewhere using the left navigation, or the Next Up button.
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person’s profile, visit the
Peoplesection of Beatrix.People Section: Once in the People section, use the navigation on the left to navigate to other pages in the process of editing a profile.
Save this Section/Next Up (red): This appears in the top right of the page (highlighted above) as well as the bottom of the page.
Many changes update in Beatrix automatically, however, they take about 20 minutes to display on YSM websites. In some cases you will need to click an
Updatebutton to confirm your changes.
Profile Editors
In the header of the Profile Editing processprofile Overview, you can designate someone as an Editor on your Profile.
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Your department has already designated a profile administrator who has access to edit your profile, but you can allow other Yale members to edit as well.
Do do so, click Add New... in the header (shown below) Editor to add a new Profile Editor.
Start typing their name in the provided field (shown below) and select from the list.
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If the name does not appear, email ysm.editor@yale.edu. |
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Click the X next to a person’s name (highlighted in yellow above) to remove someone as a Profile Editor.
Information Icons
Throughout the process of editing a profile, many sections and questions come with helpful additional information, which you can reveal by hovering over the “information” icon next to the word (highlighted below in blue).
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Hovering over the information icon (highlighted above in blue) reveals helpful information about the section.
Missing Required Information
On some pages, like Clinical Trials (shown below), information can be submitted even though it is missing required information
These items that are missing required information can be identified by a yellow field, surrounded by a dotted line (shown below):
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