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:
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Click the My Workspaces option under Collaboration in the Main Menu.
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Click the desired Workspace in the Your Workspaces pane.
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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:
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Discussion
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Document Thread
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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.
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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
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From the Collaboration Workspace, double-click on an object to open it.
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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.
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If the Object Type is a WorkView Object, it will open in a separate viewer.
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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:
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Discussion Thread name
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Author: User that created the thread
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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
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- Depending upon your rights, you may not see all of the options in the toolbar.
- Click Reply to reply to the post. A reply section is added to the Discussion Thread.
- In the field under the Subject: field, type your reply.
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Click Save to create a post.
- Use the Previous Post and Next Post buttons to navigate through all posts in the Discussion Thread.
- If you want to return to the Discussion Object list, click the Back button in the Collaboration Workspace toolbar.
- Double-click on another object to view additional items in the Workspace.