Using Workspaces - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Collaboration

Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Standard
Premier

Workspaces are organized by the templates from which they were created. Documents not created with a template are listed as ad hoc Workspaces.

Ad hoc Workspaces are located under the Ad Hoc Workspaces heading. The Training Classes Workspace is an example of an ad hoc Workspace.

Two Workspace templates, Corporate Culture and Important Announcements, are also displayed.

The Administrative Discussions for Q2 Workspace is an example of a Workspace created from the Important Announcements Workspace template. Note how it is located hierarchically below the Workspace template from which it was created.

To open a Workspace:

  1. Click the My Workspaces option under Collaboration in the Main Menu.
  2. Click the desired Workspace in the Your Workspaces pane.
  3. The Workspace Discussion Objects are displayed in the Workspace pane, sorted by the date they were added to the Workspace.

    Discussion Object Labels identify the type of Discussion Object as follows:

    Discussion Object Label

    Description

    Object Name

    Name of the Discussion Thread, WorkView Object or document (Auto-Name of the document)

    Object Type

    Indicates the type of object. There are three options:

    • Discussion

    • Document Thread

    • WorkView Object

    Added By

    User name of person that added the Object to the Workspace

    Note:

    (deactivated) will display next to the user name if the user who added the document has since been deleted from OnBase.

    Date Added

    Date the object was added.

  4. The Collaboration panel also displays details about the Workspace.

    Label

    Description

    Workspace

    Workspace name

    Description

    Workspace description (as typed by creator)

    Created On

    Date the Workspace was created

    Owner

    User who created the Workspace

    Members

    Users that have rights to the Workspace

  5. From the Collaboration Workspace, double-click on an object to open it.
    • If the Object Type is a document, the content displays in the lower panel. Documents function the same in the Collaboration viewer as they do in any other viewer in OnBase.

    • If the Object Type is a WorkView Object, it will open in a separate viewer.

    • If the Object Type is a Discussion Thread, the screen refreshes to display the Discussion Thread and its posts.

    Note:

    This example displays the Discussion Thread in the Threaded view. Click the Nested View button to display the Discussion Thread in a Nested view.

    The post displays along with the following descriptions and the post toolbar:

    • Discussion Thread name

    • Author: User that created the thread

    • Date: Date the Discussion Thread post was created

      Button

      Description

      Apply Security

      See your system administrator for more information on Security settings.

      Note:

      Depending upon your system configuration, you may not have the Apply Security button. See your system administrator for questions regarding Discussion Thread level security.

      Configure Notifications for this Thread

      See your system administrator for details on this feature.

      Reply

      Previous Post

      Next Post

  6. Depending upon your rights, you may not see all of the options in the toolbar.
  7. Click Reply to reply to the post. A reply section is added to the Discussion Thread.
  8. In the field under the Subject: field, type your reply.
  9. Click Save to create a post.
  10. Use the Previous Post and Next Post buttons to navigate through all posts in the Discussion Thread.
  11. If you want to return to the Discussion Object list, click the Back button in the Collaboration Workspace toolbar.
  12. Double-click on another object to view additional items in the Workspace.