File Manager Table

The File Manager Table is located in the Projects tab in the Data Provider. It serves as the central hub for managing all data projects and survey files. From this table, users can create projects, upload files, control access, track usage, and manage sharing settings.

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1. Features at the Top of the Table

These actions apply to the entire table and help users manage projects efficiently.

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1.1 Create New Projects and Upload Files

Using the buttons at the top of the table, users can:

• Create a new project and upload files later
• Upload a complete survey project in one step.

This flexibility allows users to start projects quickly or migrate existing survey data. For more details, refer to the documentation on Upload Process and Multi-Upload.

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1.2 Survey Datasets Only

Using this feature, filters all the projects and only show the ones with survey datasets.

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1.3 Change Column Order

This feature allows users to:

• Reorder table columns based on preference
• Show or hide specific columns to customize the table view

This helps users focus on the most relevant project information.

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1.4 Filter Projects

The filter option enables users to:

• Narrow down the list of projects based on specific criteria (e.g., project name)
• Quickly locate relevant projects in large datasets

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1.5 Search

The search bar allows users to:

• Instantly find projects by typing all or part of a project name
• Reduce time spent scrolling through long project lists

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1.6 Export

With one click, users can:

• Export project information along with relevant metadata
• Download project details for reporting, auditing, or offline analysis

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2. Table Columns and Their Features

Each column in the File Manager Table provides specific information and controls for individual projects.

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2.1 Type

Displays a cover image or file type icon for each project, helping users quickly identify the nature of the data.

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2.2 Name

Shows the project name, as defined during creation. You can change the name later, if needed.

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2.3 Percentage

Indicates the data entry completion percentage, allowing users to:

• Track progress immediately
• Identify projects that are still in progress or completed

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2.4 Created

Displays the date and time when the project was created and added to VoxDash. This helps with version tracking and project history review.

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2.5 Access Type

Shows which users have been granted access to the project:

• Access may be assigned by username or user ID
• Only authorized users can view the dataset This column provides visibility into project-level access control.

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2.6 Usage Report

Displays the number of visits or interactions with the data project. This helps data providers:

• Monitor engagement
• Understand how often the data is being accessed

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2.7 Entity Access

Entity Access allows users to manage who can view or modify a project. With this feature, users can:

• Assign specific roles (e.g., viewer, editor)
• Apply data restrictions
• Set expiration dates for access

This ensures secure and controlled data sharing. Read more about Entity Access

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2.8 Public Access

This column manages public sharing settings, allowing users to:

• Enable or disable public access
• Control how the project is shared externally

Public access settings help balance visibility and data security. Read more about Public Access

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2.9 T&C (Terms and Conditions)

Users can:

• Add, edit, or manage Terms and Conditions directly from the table
• Ensure users agree to usage rules before accessing the data

This helps maintain compliance and proper data usage. Read more about Terms ans Conditions

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2.10 Request Info

Data providers can define required fields that users must complete before accessing the dataset. For example, you may request:

• Organization name
• Purpose of use
• Contact information

This feature ensures transparency and controlled data distribution. Learn more about this feature here

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2.11 Data Profile Percentage

Displays how much of the Data Profile section has been completed. The Data Profile typically includes:

• Metadata
• Project description
• Data categories
• Methodology details

Maintaining a complete data profile improves data quality and discoverability. For more details, refer to the Data Profile section.

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3. Burger Menu Features (Project Actions)

Each project row includes a Burger Menu (⋮) containing additional actions.

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3.1 Open

Click Open to navigate to the project’s file section. From there, you can:

• View project details
• Perform data entry
• Review uploaded files
• Manage dataset components
• Add Placeholder or Sample File

For more details, refer to the Data Entry and Survey Data Entry section.

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3.2 Set VoxDash Link

Generate a unique, platform-specific link for your project. This allows you to:

• Quickly access the project
• Share direct links internally
• Improve workflow efficiency

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3.3 View Report

Access detailed reports related to the project, including:

• Usage statistics -Data insights -Performance metrics

This feature supports analytics and reporting needs.

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3.4 Rename

Rename the project directly from the table without entering the data entry section. This allows for quick corrections or updates to project titles.

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3.5 Download

Download the full project file, including associated datasets. This is useful for:

• Backup purposes
• Offline analysis
• External reporting

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3.6 Delete

Permanently remove a project from the system. Important: Deleting a project cannot be undone. Ensure you have downloaded or backed up any necessary files before proceeding.

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3.7 Audit Trail

View a detailed log of all project activities, including:

• User actions
• Edits
• Access changes
• Timestamped modifications

The Audit Trail ensures accountability and transparency within your data workflow.

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3.8 Edit

Modify project data directly from this option. You can:

• Update entries
• Correct errors
• Adjust project settings

This streamlines data management without navigating through multiple sections. Read more about Data Entry

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3.9 View Accepted T&C

If you set terms and conditions for a public dataset, users must accept them before viewing the data. Clicking here takes you to a table showing which users have accepted the terms and conditions.

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3.10 View T&C History

The T&C History section allows you to review all previous and current versions of a project’s Terms & Conditions. Learn more about T&C History

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3.11 DOI Issuance

Issue a Digital Object Identifier (DOI) for your dataset. A DOI:

• Provides a permanent, citable reference
• Enhances data credibility
• Supports academic and professional publication standards This feature is especially valuable for research and public data publishing.

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Summary

The File Manager Table acts as the command center for managing analytics and survey-based projects within your SaaS platform. It provides: Complete project lifecycle management

• Advanced access control
• Real-time progress tracking
• Reporting and analytics tools
• Secure data sharing capabilities

Using these tools effectively ensures organized workflows, secure collaboration, and high-quality data management.