Sharing, Editing and Cloning an Insight

Contents of this article:

• Sharing an Insight to a User
• Sharing an Insight to a Group
• Editing an Insight
• Cloning an Insight
  • From a Group
  • In 'My Insights'
  • From 'Shared Insights'

Sharing an Insight to a User

You can share insights with other users, or use insights created by other users by sharing them in the same way reflections are shared. Visit the Insights tab.

Select the insight you'd like to share, click the three line icon and then Share.

Type in the user's name that you'd like to share with:

You will see a success message confirming the share.

The shared insight will now appear under the Shared Insights tab. 

Sharing an Insight to a Group

Similarly to sharing with users, you can also share insights to a Group.

Select the insight you'd like to share, click the three line icon and then Share. 

Type and select the group you'd like to share with:

You will then see a success message confirming the share.

Anyone who is part of that group will then be able to find the insight under Insights in the Resources section. The insight can then be cloned via the Clone button.

Alternatively, you can see insights that have been shared to groups you are a member of under the Shared Insights tab.

Editing an Insight

You can change an insight at any time prior to responding to your questions.

From your list of insights, click the Edit button of the insight which you want to edit.

Make the appropriate changes and click Save.

When another user comments on an insight that you have added to a reflection then that insight will no longer be available for editing; the edit button will be greyed out.

Instead, you can clone the reflection. This will create a copy of the insight in your insights library with the suffix (clone). You will then have the ability to make the changes to the new insight and attach it to a reflection.

Cloning an Insight

Cloned insights will be given the same title as the original but with (clone) after it. Once cloned you can do all the standard actions such as edit, share, use or delete.

After cloning: 

From a Group

You can clone an insight to your account from a group. This is useful if you wish to use the insight on your own reflections or want to edit it.

Go to Resources tab on the navigation panel, ensure your on Groups, and open the Group with the insight you want to clone.

Then, click on the Insights options on the left-hand side of the group, under the Resources section.

The available insights will then show. By clicking the Clone button, a copy of the insight will be added to your Insights library.

In 'My Insights'

Click the Clone button on any of your own insights. This will make a copy of the insights within your My Insights library. This is useful if you want to edit the insights whilst retaining the original. It is also useful if you have added responses to a insights as you are not able to edit used insights.

From 'Shared Insights'

Click the Clone button on any insights in the Shared Insights list. This will make a copy of the insight within your My Insights library.