Applying Settings - Enterprise Web Access for Document Knowledge Transfer & Compliance - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Type any confidentiality policies, protocol, warnings, etc. specific to this Reading Group. This text displays when a user accesses the Reading Group if there are unacknowledged documents in the Reading Group.

Usage Policy text includes additional information about the importance or implications of viewing the required reading.

Type the text that displays after a user clicks the Acknowledge button in the Reading Group Viewer. For example, this text may inform the user that by clicking the Acknowledge button, the user understands and accepts the acknowledged document.

Type any help information a user may need when accessing the Reading Group. This information is displayed when the user clicks the Help button in the Reading Group Viewer from the OnBase Client, or the Show Help button in the Reading Group Viewer from the Web Client.

Ensures that the reader views all pages of multi-page documents in a single reading session. The Acknowledge and Reject buttons in the Reading Group Viewer will only become available after the reader has finished viewing the first and last page of a multi-page document.

Ensures that only the most recently added revision is visible in the Reading Group Viewer.

For more information about this setting, see Hide Old Revisions.

Prompts Reading Group members to enter a password to acknowledge a document in the Reading Group Viewer.

The following authentication methods are supported:

• NT

• LDAP

If your system is licensed for Digital Signatures, selecting this option requires that a user digitally sign a document as part of the Acknowledgment process. For more information about Digital Signatures, see the Digital Signatures documentation.

Emails notifications to Reading Group members when a new document is added or if an existing document is re-added to the Reading Group. If the document requires approval, all Approval Group members are notified first. Once approved, all Reading Group members are then notified. For more information, see DKT Email Notification.

To include a DocPop link to the document in the notification, select a document display URL from the Document Display drop-down list. See Configuring Document Display URLs for more information on configuring Document Display URLs for DKT Reader.

Allows for a deadline date by which readers have to read a document. Documents not read by the deadline date have a status of Delinquent.

When this option is selected, the Default number of days to read document field and the Delinquency Notification button are available. The Deadline Date column also is displayed in the Reading Group viewer.

To enable and configure Delinquency Notification, see Delinquency Notification.

Sets the number of days Reading Group members have to read a document added to the Reading Group. The default deadline date will be this number of days after the date the document was added to the Reading Group.

In the Unity Client and Web Client, when a new user is added to the Reading Group, they will be given the full configured amount of time to read the document before it becomes delinquent. The Default number of days to read document setting is respected on a per-user basis.

The deadline date can be modified in the Assign Document dialog box when documents are added manually.

Allows documents in the Reading Group to expire. Expired documents will be removed from the Reading Group after the specified number of days elapse.

Sets the number of days that a document will remain in the Reading Group. The default expiration date will be this number of days after the date the document was added to the Reading Group.

The expiration date can be modified in the Assign Document dialog box when documents are added manually.

Use the -DKTUPDATE switch when launching the client to update Reading Groups.

Emails an approval notification to the administrator who added a document to the Reading Group, if the Approval Group approves the document.

Emails a rejection notification to the administrator who added a document to the Reading Group, if the Approval Group rejects the document.

This options turns on the ability to take exams. This requires the user to answer a set a questions about the document they just read as part of the acknowledgment process.

Gives Reading Group members the option to reject a document. Rejected documents have a status of Rejected by User.

When this option is selected, the Rejected pane in the Reading Group viewer is displayed.

Select to allow members to specify a reason for rejecting a document.

To capture the rejection reason in an E-Form, select the E-Form Document Type from the drop-down list. If <No Form> is selected, the rejecter is presented with the Rejection Reason dialog box.

Select to designate the Reading Group as an explicit Compound Reading Group (CRG). CRGs are composed of other Reading Groups, called child Reading Groups.

Select to allow users who are administrators of child Reading Group to administer CRG documents to their respective child Reading Groups. For example, if a user is an administrator for the Sales Reading Group, the user can administer a document added to the All Employees CRG to all members of the Sales Reading Group.

All documents added to this Reading Group are immediately available for viewing by the Reading Group members. Added documents are not routed through the approval process.

Documents added to this Reading Group may or may not require approval prior to distribution. This selection depends upon the discretion of the Document Administrator.

In the OnBase Client, when the Document Administrator adds documents to this Reading Group without assigning an Approval Group or selecting Approval Group members, the added document is immediately available to member readers.

Documents added to this Reading Group must be approved through an Approval Group before becoming available to Reading Group members. When you save the Reading Group settings after selecting this Approval Type, OnBase displays a message reminding you that Approval Groups must be configured for this feature to work.

The Document Administrator will not be able to add any document to a Reading Group with this Approval Type until they assigned an Approval Group to approve the documents.