The Your Groups Pane - 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 Your Groups pane is displayed in the Knowledge Transfer layout. From this pane, users can access their assigned Reading Groups, Approval Groups, and Administration Groups.

Note:

Depending on your configuration, you may see a combination of these groups in the Your Groups pane. Contact your system administrator if you do not see a group that you are a member of in the Your Groups pane.

Statistics related to the selected Reading Group are displayed when a Reading Group is selected from the Reading Groups drop-down list. These statistics are displayed at the bottom of the Your Groups pane.

The following table describes the Reading Group statistics:

Item

Description

Total

The number of documents in your selected Reading Group.

Acknowledged

The number of documents already acknowledged.

Rejected

The number of documents already rejected.

Not Viewed

The number of documents not yet viewed.

Delinquent

The number of documents not viewed by their assigned deadline date.

Show Help

Displays help text if help text is configured for the Reading Group.

Statistics for an Approval Group are displayed when an Approval Group is selected from the Approval Groups drop-down list. These statistics are displayed at the bottom of the Your Groups pane.

The following table describes the Approval Group statistics:

Item

Description

Approval Group Type

The required approval needed for assigned documents. The following types are available:

  • Any to Approve Document: Any member of the Approval Group can approve the document to add it to the Reading Group.

  • All to Approve Document: Every member of the Approval Group must approve the document before it can be added to a Reading Group.

Note:

Approval Group members who are also Reading Group administrators must select an Approval Group from the Your Groups pane to see documents pending approval.

Approved

The number of Approval Group members that have approved the selected document for a Reading Group. The names of the users that approved the selected document and the date they approved it are displayed.

Pending

The number of Approval Group members that need to approve the selected document to add it to the Reading Group. The names of the users that need to approve the document are displayed.