Personal Folders – Work Sampling

Overview

The Folders module lets you organize studies privately within each account. Folders do not contain the study data itself: they organize references to existing studies, so you can rearrange them without changing the original information.

Available Actions

Create a folder: use the dedicated dialog in the Studies panel. After server confirmation, the name field is cleared and the next step is shown.
Rename or delete: open the menu on a folder. Deleting a folder removes only its organization: it never deletes the studies or their observations.
Assign studies: the same study can appear in several folders. Assignments belong to your account and use transactional updates to prevent devices from overwriting one another’s changes.

Separate Organization for Each Account

Folders are private to each account holder. When someone shares a study with you, you can organize it within your own folders without changing the owner’s organization. The view uses the available cache and synchronizes when a connection is available.

Folders in Backups and Imports

🛡️ How backups handle your folders

• Backups include folders and their references to studies that can be exported.
• References to studies you can no longer access are omitted.
• Importing creates separate folders and remaps the study references.
• Retrying an import does not replace existing folders.
• Older backups without folders remain valid.

Using Folders

Repeated submissions are blocked as soon as you create a folder.
Names already present in the loaded folder list are checked before submission.
When assigning studies, you can see all available studies, not just the filtered selection.
Each assignment is saved with visible confirmation.