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RM Workspace Help

Icons, information and action options

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
 or ...    
RM Workspace header
 
Text tip
 
 
View/Edit your personal settings
 
Picture you've selected for display
Text tip
View/manage your profile settings
Access your settings
Text tip
View/manage your personal settings
   Close  - Open
 
Close or Open all portlets
 
Text tip
Closes all open portlets or
Opens all closed portlets
Related to saved searches
 
If displayed in a portlet titlebar, it indicates that the portlet is based on a saved search
Displays the criteria of the search
Not generally clickable
Related to tags
 
If displayed in a portlet titlebar, it indicates that the portlet is based on a tag
Displays the tag name
Not generally clickable