Reading Group Configuration - Enterprise Web Access for Document Knowledge Transfer & Compliance - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 22.1
License
Premier
Standard

Reading Groups are sets of users who can be assigned documents for required reading. The following types of Reading Groups are available:

  • Traditional Reading Groups that are configured in the Configuration module

  • Explicit Compound Reading Groups that are configured in the Configuration module

  • Implicit Compound Reading Groups that are configured in the OnBase Client

Note:

Compound Reading Groups are not available in the Web Client, Unity Client, or standalone DKT Reader.

The following sections discuss the configuration of traditional and explicit Compound Reading Groups in the Configuration module.

For more information on configuring implicit Compound Reading Groups, see the section on creating implicit Compound Reading Groups in the Usage and Administration - Client chapter of the Document Knowledge Transfer & Compliance module reference guide.

To configure a Reading Group:

  1. Create the Reading Group and configure all relevant options in the Reading Group Configuration dialog box. This includes:
    1. Creating a New Reading Group
    2. Applying Settings
    3. Assigning Document Types to the Reading Group
    4. Selecting Approval Groups for Auto-Assigned Document Types
    5. Assigning Administrators to the Reading Group
    6. Configuring Email Notifications
  2. Create Approval Groups and select members for each Reading Group and Approval Group for the appropriate client. In the current documentation, see one of the following chapters:
    • For the OnBase Client, see the Usage and Administration - Client chapter

    • For the Web Client, see the Usage and Administration - Web Client chapter

    • For the Unity Client, see the Usage and Administration - Unity Client chapter