Adding Reading Group Members - 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

If you are a Member Administrator, you can select individual users or User Groups to become members of a Reading Group. Reading Groups are created and configured in the Configuration module.

Note:

You can also add members to a Reading Group using the User Import functionality in the Configuration module.

Consult your system administrator for assistance if you cannot access Reading Group-related items.

Note:

You must have Administrator rights and prerequisites in place to select members for each Reading Group. Otherwise, you may not access the Reading Group administration panes.

  1. Open the Knowledge Transfer view. The Knowledge Transfer view is displayed.
    • If you are in the DKT Reader, this view is opened by default.

    • If you are in the Web Client, select Open Knowledge Transfer from the main menu.

    The Usage Policy for each Reading Group is displayed if there are documents in the Reading Group that need to be acknowledged. The Usage Policy is configured when the Reading Group is created in the Configuration module.

  2. If prompted, click OK to acknowledge that you read the Usage Policy and to exit the message dialog box.
  3. From the Your Groups pane, in the Administration Groups section, select a Reading Group to add members to. The Reading Group Administration pane is displayed and the Member Administration tab is selected by default.
  4. Select a user or User Group from one of the following sections:
    • Available Groups: Lists all existing User Groups in the system that can be assigned to the selected Reading Group.

    • Available Users: Lists users in the system who are not yet members of the selected Reading Group.

      Note:

      If the browser window is resized and does not accommodate all tabs, existing tabs are consolidated in the More tab or under the active tab. Click the drop-down button or increase the browser window size to see all tabs.

  5. Click the Add button.

    The selected users or User Groups are now displayed in the Assigned Groups or Assigned Users section.

  6. Click the Save button at the bottom of the Reading Group Administration pane. The message User Save Successful is displayed when saving is complete.