Reading Group Document Search Results List - 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

The Reading Group document search results list allows users to see what documents are assigned for reading and acknowledgment. The search results list is displayed when a Reading Group is selected from the Your Groups pane. The Not Viewed tab is displayed by default.

Tip:

If the Full-Text Search field is available you can use it to find documents by Document Name. Full-text searching for Reading Groups is only available if your system is licensed for full-text indexing.

The Reading Group document search results list contains multiple tabs with status information about the assigned documents. The following table describes the Reading Group document search results list tabs:

Tab

Description

Not Viewed

Lists the unread documents in the selected Reading Group.

Delinquent

Lists the delinquent documents not viewed by their assigned deadline date. These documents also appear in the Not Viewed tab.

Note:

This pane is only displayed if deadlines are configured for the selected Reading Group.

Reference

Lists the documents that are flagged as references by either the Document Administrator or the Reading Group member.

Acknowledged

Lists the documents that the reader has viewed and acknowledged in the selected Reading Group.

Rejected

Lists the documents that a reader has viewed and rejected in the selected Reading Group.

Note:

This tab is only displayed if documents for the Reading Group are configured to allow rejections from the user.

Each tab has a set of columns containing information about the documents. The following table describes the tab columns that display for tabs of the selected Reading Group:

Column

Description

Priority

In the Not Viewed and Delinquent tabs, displays an icon if the document is a high priority item.

Test Status

Displays an icon based on the current status of the assigned test.

Note:

This column is only displayed if tests are assigned to a document in the selected Reading Group.

Document Name

Displays the name of the assigned document.

Revision

Displays the current revision number of the document in the Reading Group.

Deadline Date

Displays the date the document must be read by for compliance.

Note:

This column is only displayed if deadlines are configured for the selected Reading Group.

Reading Group

Displays the Reading Group the document is assigned to.

Date Added

Displays the date the document was added to the Reading Group.

Status

In the Not Viewed tab, displays the status of the document as either Not Viewed, Partially Viewed, or Delinquent. Delinquent documents have not been read by the deadline date.

Date Decided

In the Reference tab, displays the date you acknowledged or rejected the document.

Date Acknowledged

In the Acknowledged tab, displays the date you acknowledged the document.

Date Rejected

In the Rejected tab, displays the date you rejected the document.