User Guide Release Heelflip
Admin GuidesAiimi
  • Introducing Aiimi Insight Engine
    • Heelflip Release
      • Insightful Views - Timeline
      • Enriched Reporting With OData
  • Search
    • Introduction
    • Searching for Information
      • Optimising a search
        • Filtering and searching
      • Folder Browsing
      • Saving Searches
      • Multilingual Search
    • Search Results
      • View Documents In One Place
      • Lenses and Result Views
        • Timeline
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Subject Matter Experts
      • Why These Results
        • Find Searched Terms
        • Mark As Useful
        • Mark As Sensitive
        • Why My Search Matched
      • Related Result Connections
        • Understand Connections
        • Adding card details
        • Explore More Connections
  • Collections
    • What is a Collection?
      • Collection Types
    • Manage collections
      • Create a Collection
      • Status Management
      • Edit, Delete or Merge
    • Using a Collection
      • Add Items to a Collection
      • Sharing a Collection
      • Adding Comments to a Collection
  • Subject Access Request
    • Introduction
    • Creating or Receiving New SARs
      • Requests From The Portal
        • Creating a SAR from the Portal
        • Assigning a Request
      • Create a Manual Response
        • Searches
        • Subject
        • Collection Settings
        • Privacy Portal
      • Create and Manage Data Subject Types
    • Data for a SAR
      • Finding Information for a SAR
        • Payment Card Information (PCI)
        • Personally Identifiable Information (PII)
        • Redacting Sensitive Information
      • Messaging a SAR Requestor
      • Internal SAR Messaging
    • Completing a SAR
      • Finding a SAR
      • Getting Data Reviewed
        • Assigning Users to a SAR
      • Exporting a SAR Response
      • Disclosing to the Portal
  • Help and Support
    • Leaving Feedback
    • Accessibility Statement for Aiimi Insight Engine
  • Advanced Applications
    • Metrics
    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Getting OData from Aiimi Insight Engine
        • Query Parameters
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On this page
  • From your profile
  • From a search
  1. Collections
  2. Manage collections

Create a Collection

PreviousManage collectionsNextStatus Management

You can create and a collection from your Collections Hub or during a search. Create collections to store relevant information. Collections can be easily shared with other users to allow for collaboration and knowledge sharing.

From your profile

  1. Select Collections from the top navigator.

    • You will see all your previous collections in your Collection Hub.

  2. Select Actions and Create a Collection to create a new one.

  3. Select the Collection Type from the dropdown.

    • This will only appear if you have collection types available.

    • You will only see types you can use in this list.

  4. Enter a Collection Name.

  5. Enter a Description for the collection.

  6. Add any Collection Labels.

  7. Add Contributors you want to share the collection with.

  8. Select Create.

From a search

You can create and add things to a collection as you find them in your results list.

  1. Select the Collection within the result you want to add.

  2. If you have collection types available you will see them in the list.

    • You will only see types you can use in this list.

  3. Select the type you want to create.

  4. Select Create New ...

  5. This will pre select the Collection Type with what you selected.

  6. Enter a Collection Name.

  7. Enter a Description for the collection.

  8. Add any Collection Labels.

  9. Add Contributors you want to share the collection with.

  10. Select Create.