Re-Adding a Document for a Reading Group or User - 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

Document Administration allows you to re-add a document for all members or for individual members of a Reading Group. Re-added documents are listed in the user's Not Viewed tab.

Note:

You must be an administrator of the Reading Group with Document and Compliance privileges in order to re-add documents. Administrator privileges are assigned from the Reading Group Configuration dialog box in the Configuration module.

To re-add a document:

  1. Open the Knowledge Transfer layout.
  2. Select the Reading Group from the Administration Groups drop-down list in the Your Groups pane. The Member Administration tab is displayed by default.
  3. Select the Document Administration tab. The Document Administration tab is displayed.
  4. Select the document from the Documents pane.
  5. If you are re-adding the document for individual users, select the Reading Group users from the Users pane. To select multiple users, press and hold the Ctrl key while selecting each user. To select a range of users, press and hold the Shift key, then select the first and last users in the range.
  6. Click one of the following options:
    • Re-Add for Selected User: Re-adds the document for only the users selected in the Users pane. This button is located at the top right of the Document Administration tab.

    • Re-Add for All Users: Re-adds the document for the entire Reading Group. This button is located at the bottom right of the Document Administration tab.

    Note:

    Documents that have a status of Approval In Progress or Approval Pending cannot be re-added for Reading Group users.

    The Users pane is refreshed to reflect the re-added document.

    Note:

    If you re-add a document to a Document Knowledge Transfer Reading Group, users who have already taken an associated compliance test are prompted to be tested again after acknowledging the re-added document.