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

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 23.1
License
Standard
Premier

User Administration can be performed in the Web Client. This allows the Reading Group Compliance Administrator to see the following information at a glance:

  • All active and inactive users of the selected Reading Group

  • All documents assigned to each user

  • Delinquency status of users according to their required reading assignments

Users are considered delinquent when they have not read a required document within the allotted time frame.

To view reader compliance by Reading Group from the User Administration pane:

  1. Open the Knowledge Transfer view.
    • 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 Knowledge Transfer view is displayed.

  2. From the Your Groups pane, select the Reading Group from the Administration Groups drop-down list. The Member Administration tab is displayed.
  3. Click the User Administration tab. The Users list is displayed.

    The following table describes the columns displayed in the Users list.

    Column

    Description

    User

    Displays the name of the user in the Reading Group.

    Real Name

    Displays the real name of the user in the Reading Group.

    Active

    Displays the active status of the user in the Reading Group.

  4. If you need to display users that were removed from the selected Reading Group, select Show inactive users.
  5. Select a user from the Users list. The Documents list displays only the documents assigned to the selected user for viewing.

    The following table describes the information provided for each document listed in the Documents list.

    Document Information

    Description

    Document

    The Auto-Name string of the document added to the Reading Group.

    Revision

    The revision number of the document.

    Status

    The status of the document. Statuses can display as Acknowledged, Partially Viewed, Not Viewed, or Delinquent.

    Date Available

    The date when the document was made available to the user.

    Date Decided

    The date when the user acknowledged or rejected the document.

    Deadline Date

    The date by which a Reading Group user must read the document.

    Rejection Reason

    The reason the document was rejected if the Reject option was selected by the user.