The table below provides a summary of the various icons displayed throughout RM Workspace, with information on their purpose and any actions which occur when they are clicked.
In many cases, mouse-hovering over icons will provide text tip information.
Icon
Information
Mouse-hover over icon
Click Action
Type of file attached to the record
If no file is attached, the record type icon is displayed
Opens the details pane
None
Edit status icons
Record is checked in
Record is checked out
Record has no attachment
Text tip
See below
Checks record out
Checks record in (if it is checked out to you)
Enables you to select/attach a file
Record has a workflow action attached
Displays the current step name, assignee name and date due
Set the current action complete
Record has a security restriction
Displays information on the restriction
None
Record is finalised
Text tip
None
Identifies a container type record
Text tip
Displays the contents of the container
Portlet titlebar icons
See below
See below
or
Portlet title bar tools
Text tip
Open or close portlet
or
Portlet title bar tools
Text tip
Switches portlet to list / grid layout
Portlet title bar tools
Text tip
The Portlet's records are shown in a larger screen area
This is a portlet you created
Text tip
Removes portlet from screen
You can refresh this record list
Text tip
Refreshes the portlet or search results
Icon
Information
Mouse-hover over icon
Click Action
Coloured star indicates the record has been added to your favourites
Uncoloured star shows that the record has not been designated a favourite
Text tip
Removes the record from your favourites
Adds the record to your favourites
When record title is in italics - it is checked out to you
Text tip
Opens the attached file in read only mode
Record is tagged
None
Click on the 'X' to remove the tag from the record