Reading an Assigned Document - 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

After viewing an assigned document in your Reading Group, you can acknowledge the document, signifying compliance with the reading requirement assigned to the user.

To access a document in a Reading Group:

  1. Open the Knowledge Transfer layout. The Knowledge Transfer layout 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.

  2. If you have documents waiting to be viewed in your Reading Groups, the Usage Policy Message dialog box for the Reading Groups is displayed. Click OK.
    • In the DKT Reader, the message displays upon logging on.

    • In the Web Client, the message displays when you select Open Knowledge Transfer.

  3. From the Your Groups pane, select a Reading Group from the Reading Groups drop-down list. Documents assigned to the selected Reading Group are displayed in the Reading Group document search results list.
    Tip:

    The Reading Group document search results list displays 50 documents at a time. If more than 50 documents are assigned to the Reading Group, click Next at the bottom right of the search results list to view the next set of assigned documents.

  4. Double-click a document you want to view. The first page of the selected document is displayed in the Document Viewer.
  5. From the right side of the Document Viewer, click View Comments to view any comments made by the administrator when the document was added to the Reading Group. The View Comments dialog box is displayed.
    Note:

    The View Comments button is only available if comments were appended to the document when it was added to the Reading Group.

  6. When all comments are reviewed, click Close.
  7. Take action on the document.