The Resource Library is a national, centralised knowledge base, hosted by X-on. These resources feed into your Digital Assistant, and guide patients to official NHS guidance

The national resources can only be modified by X-on. Pro users will have the ability to add/manage their own local resources

Login to the SSO and navigate to the Service Delivery Console

The Surgery Profile is in the Service Delivery Console, you can access the Service Delivery Console via the SSO or via the Phonebar by selecting your initials, Consoles and selecting Service Delivery Console

From the Service Delivery Console, select the 'Manage advanced settings' button in Advanced tile

Navigate to the Surgery Assist tile and click 'Manage Surgery Assist'

Select the 'Manage Surgery Profile' button on the Surgery Profile tile

Choose the Digital Assistant you want to manage

Select the Resources tab

National resources are managed by X-on and cannot be edited. Pro users can add/edit their own local resources to feed into their Digital Assistant

Search by Name, URL or Description of the resource, the resources are listed in alphabetical order

Filter all available resources filter by national/local, last updated, edited by & tags. Each resource will only have one tag

Last updated and edited by will only be relevant to Pro users

Pro users can add their own local resources tailored to their surgery, signposting patients to local services and communities

Users can add a resource either directly in the Resources tab or by importing a spreadsheet

Select the Add Resource button on the top right of the Resources tab

Enter the resource name, URL, tag, telephone number and description. The mandatory fields have to populated before you are able to save

Note - if you attempt to add a resource that already exists with the same name or URL you will receive an error message

The file upload will accept the following spreadsheet file formats:

All successful resources will be created. You can download any failed uploads by selecting the download button to the right of the unsuccessful uploads message

When adding a new resource, you have the option to create a new tag if you cannot find one that is relevant

To create a new tag, type the name and select the + button within the dropdown

Users can edit / delete any of the local resources they have created by selecting the pencil / bin on the selected resource

National resources cannot be edited