Giving User Groups Rights to the Pending Automated Redaction Note Type - Automated Redaction - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Automated Redaction

Platform
OnBase
Product
Automated Redaction
Release
Foundation 22.1
License
Standard
Essential
Premier

When a redaction is added to a document via Automated Redaction, a Pending Automated Redaction note is added to the original document on the area of the document to be redacted.

Once the document is reviewed and all pending redactions have been approved, a new document is created with the redaction annotations “burned” over the areas of the original document that the Pending Automated Redaction notes had been applied to.

Once the new, redacted document is created, the Pending Automated Redaction notes can be deleted from the original document or they can be left in place so users with rights to the original document can view the information on the document, as well as have a visual indicator of the areas of the document that were redacted.

Note:

Depending on the original document's Document Type configuration, the original document may be automatically deleted. See Configuring Document Types for Redactions for more information.

In order to create the redacted document from the original document, a user must belong to a User Group with rights to the Pending Automated Redaction Note Type.

Tip:

Depending on your solution design, the User Group may also require rights to additional Note Types and/or additional Note Type privileges. For more information on creating/configuring Note Types, see the System Administration documentation.

To grant a User Group rights to the Pending Automated Redaction Note Type:

  1. From the OnBase Configuration module, click Users | User Groups/Rights. The User Groups & Rights dialog box is displayed.
  2. Select the User Group to be configured from the User Group Name list and click Note Types. The Assigning Note Types for <User Group Name> Group dialog box is displayed.
  3. From the Available list, select the Pending Automated Redaction Note Type and click Add>>. The Pending Automated Redaction Note Type is moved to the Selected list.
  4. With the Pending Automated Redaction Note Type selected, select the Create, View and Delete Note Type privileges.
  5. Click Modify. The Note Type privileges are assigned to the User Groups for the Pending Automated Redaction Note Type.
  6. Click Close. The Note Type - Pending Automated Redaction dialog box is closed and you are returned to the Note Type Configuration dialog box.
  7. Click Close. The Note Type Configuration dialog box is closed.