<aside> This page describes how to create and edit an organisation’s Services and Case Studies.

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Introduction to Services and Case Studies in JointEffort.io.

In JointEffort.io, an organisation profile is made up of multiple Services and Case Studies. The purpose is to build up a detailed picture of capabilities and experience that can be provided by an organisation. These are all displayed as separate cards on the organisation’s single view.

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By default, no information is shared outside of the organisation’s users. It is only visible once it is shared to a group.

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Once created, profile information (Services, Case Studies, Opportunities) can be shared individually to a specific group, or multiple groups. This allows for general information to be shared widely, for example in the Open Marketplace, and more sensitive information to be shared to specific closed groups, or just kept for internal use by the organisation’s users.

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For more information on sharing content to groups, see Joining a group and sharing profile content .

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Services and Case Studies have minimal structured fields, to provide flexibility. If a field is left empty it won’t be displayed. All data within an entry, including attachments, are indexed and searchable.


Services

The Services feature allows organisations to showcase their capabilities. To see all services that your organisation has created, click Your Services tab on the side bar. This allows you to click on a service to edit it, or change how it is shared.

Your Services screen.

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To create a new service, click on the +Add Service button. This will bring up a edit window, where the following information can be added: