Access Document Administration for a Reading Group to view the following information:
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All documents for each Reading Group or all Reading Groups
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All active and inactive users of each Reading Group
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Document Status (according to revision number, approval status, reference dates, added by)
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Viewer Status (according to view status, date acknowledged, date when document was made available to the user)
To access Document Administration:
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Open the Knowledge Transfer view. The Knowledge Transfer view is displayed.
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If you are in the DKT Reader, this view is opened by default.
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If you are in the Web Client, select Open Knowledge Transfer from the main menu.
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Select a Reading Group from the Administration Groups drop-down list. The Member Administration tab is displayed by default.
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At the top of the pane, click the Document Administration tab. The Document Administration tab is displayed.
All the documents assigned to the Reading Group are displayed in the Documents list. The Documents list displays the following information for each document.
Column
Description
Document Name
The Auto-Name string of the document added to the Reading Group.
Revision
The revision number of the document added to the Reading Group.
Status
The approval status of the document. The status indicates whether the document is awaiting approval from an Approval Group, is in the Reading Group users' queues, or was rejected. Statuses are:.
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Active: Documents that are approved by the Approval Group or did not require approval. An active document is available in a user's Reading Group queue on or after the Make document available date, which is specified when a document is added to a Reading Group.
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Pending Approval: Documents that are currently awaiting approval prior to distribution to the user's Reading Group queue.
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In Progress: Documents that are in the approval process but are not yet fully approved. A document may be in progress if it is approved by only one member of an Approval Group that requires approval from all members.
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Rejected: Documents that are rejected by the Approval Group. Rejected documents are not added to a user's Reading Group queue.
Date Added
The date the document was added to the Reading Group.
Date Approved
The date when the document was approved for distribution, if the document was submitted for approval.
Note:If the document did not require approval or has not yet been approved, no date is displayed.
Added By
The name of the document administrator who added the document to the Reading Group.
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- To display a document's user information, select a document in the Documents list. The user information is displayed in the Users list.
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If you need to display users that were removed from the selected Reading Group, select Show inactive users.
The Users list displays information about all Reading Group members. The following table describes the columns that appear in the Users list.
Column
Description
User
Displays the user name of the Reading Group member.
Active
Displays the user's active status in the Reading Group.
Real Name
Displays the configured Real Name of the user.
Active
Displays the active status of the user.
Status
Displays the user's view/decision status for the document. Possible statuses include the following:
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Delinquent: Documents are not read by the required deadline. The Document Administrator can use this information to notify users of their out-of-compliance status.
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Rejected: Documents are rejected.
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Acknowledged: Documents are acknowledged.
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Partially Viewed: Documents are partially viewed.
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Not Viewed: Documents are not yet viewed.
Date Decided
Displays the date the user acknowledged or rejected the document.
Date Available
Displays the date when the document was made available to the user. The user had access to the document in the Reading Group viewer beginning on this date.
Rejection Reason
Displays the reason the document was rejected if the Reject option was selected by the user.
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