Resources Overview

Overview

Use Resources to share policies, procedures, document templates and team notices. You can write the content in Astalty, attach a file, or use both.

To see your organisation's Resources, select Resources from the left-hand menu (under Library when your menu is grouped into sections). Search by name or description, or filter by tag.

Who can access Resources?

Admins, Managers and Team Members can view the Resources section in the web app, but only Admins can create, update and delete Resources. See Creating Resources.

On Astalty Premium, Resources can also be shared with Support Workers in the Astalty mobile app. See Resources in the app.

Resources in the app

Resources are available in the Astalty mobile app, so your Support Workers can access policies, procedures, and other documents while they're out in the field.

In the app, Resources is on the Profile tab. Tapping it opens a searchable list, and tapping a resource shows its description, tags, content and any attached document. The app only lists resources with Visible to support workers ticked, for every app user whatever their role.

Resource Tags

Resource tags are part of Astalty Premium, and only Admins can change a resource's tags. Open the resource and click Add Tags. Select existing tags, or type a new tag name and select Create.

A resource's tags appear in the Tags column on the Resources page, where you can also filter by tag. Admins can create and edit tags under Settings → Resources.