Manage Document Purpose of Issue

Purpose of Issue are identified within a Workspace so that all Workspace users may be aware of the process flow for their information.  

 

Privileged users can Assign or Remove Purpose of Issue from the Workspace providing an active list of Purpose of Issue that can be used while publishing a document/ placeholder/ paper doc.

 

 Manage Purpose of Issue privilege is required in order to Assign or Remove Purpose of Issue from the Workspace.

 

 

Assigning Purpose of Issue to Workspace / Workspace Template:

 

The following lists the steps to assign Purpose of issue to your Workspace / Workspace Template:

 

1. Select Manage Purpose of Issue from the  dropdown menu

 

 Click on icon to add Purpose of Issue values to the Workspace / Workspace Template.

 

 

2. Enter Purpose of Issue

 

 

3. Select Level Users / Organisations / Roles to assign access to the Purpose of issue

 

4. Set Access Permission for the selected Users / Organisations / Roles

Access permissions give following access to the users

Permission

Function

N - No Access

User will not have access to the Purpose of Issue

U - Access to Use - Attribute Change

User will have access to the Purpose of Issue while editing Attributes of the document

P - Access to Use - Publish

User will have access to the Purpose of Issue while Publishing or Linking the documents

A - Admin

User will have Admin access to the Purpose of issue and will be able to assign access permissions for the Purpose of Issue to other Workspace users

 

 

Click on Add Selected button besides the permission name to set permission for the selected Users / Organisations / Roles.

 

Selected Users / Organisations / Roles will be displayed in respective columns for the row of the Permission selected

 

Click on the icon besides the permission name to mark it as default permission

specifies the default permission

 

4. Click on Submit button to confirm.

 

 

 

Editing Purpose of Issue from the Workspace / Workspace Template:

 

The following lists the steps to assign Purpose of issue to your Workspace / Workspace Template:

 

1. Select Manage Purpose of Issue from the  dropdown menu

 

 

2. Click on a Purpose of issue to edit access permission

 

 

Select Deactivate to deactivate a Purpose of Issue

Deactivated Purpose of Issues will not be available for use unless re-activated

 

2. Select check box besides Role / Organisations / User's names and click on remove button to remove the access permission for the selected Role / Organisation / User.
 

 

3.    Click on Submit  to confirm

 

 

FAQs

Q: Some of the Purpose of Issues, in the list on Manage Purpose of Issue page, are not hyperlinked.  I am not able to manage the Access Permissions for those Purpose of Issues

A: You do not have Admin access to that Purpose of Issue. You can manage the Access Permission for only those Purpose of Issues to which you have Admin permission.

 

Q: Some of the Purpose of Issues, in the list on Manage Purpose of Issue page, are displayed in Italic font

A: The purpose of Issue is disabled. You can click on the Purpose of Issue and activate it to use .

 

Useful Links:

Publish Documents & Drawings

Create Placeholders in DMS for later Population

Creating New Paper Documents