Portlets are small, but they pack a huge information punch. Not only do they show you lists of records, but they also display a lot of information about those records - whether your portlets are in list or grid view !
Portlets also show valuable information about the status of the records and additionally, they provide quick access links for some common actions.
Mouse-hover over features to see text tips
Most RM Workspace features provide you with a helpful text tip when you mouse-hover over the feature or
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Select box
To select a record for further action, tick this checkbox then select from the list of actions available in the actions menu on the right side of the screen.
In grid view, you can select all records on the page by ticking the checkbox in the column header.
Mouse-hover over a file type icon to open the details pane to see a summary of the record's metadata.
Note: If the details pane doesn't display, either your RM Workspace administrator may not have enabled it for display or you should check to see if the WCAG mode setting is ticked in your Personal Settings on the RM Workspace settings tab. If WCAG mode is ticked, the details pane is not available.
When you click on a record's title, if the record has an attachment and if you have the appropriate permissions to view the attachment, it will open in a preview window which offers you options to download (a read only copy) download and open a read only copy of the file in its specified application, export an editable copy of the file or check it out for editing.
Note: If the record title is displayed in italics in RM Workspace, it indicates that you have the record checked out for editing. See #16 below on how to further identify records which are checked out.
If the record is checked out to you, the title will be displayed in italics. You (or anyone with the appropriate permissions) can still open the record's attachment in read-only mode by clicking on the record's title.
If you have the tag field displayed, any tags you have attached to records will display in the portlet. Note: If your portlet is in grid layout, you may need to scroll horizontally within the portlet to see the tag column.
The blue padlock icon indicates that you are restricted from undertaking some actions on the record. Mouse-hover over the icon to see information on the restriction(s).
The blue clock icon indicates that the record has a current action attached. Mouse-hover over the icon to see information on the action including the current action name, the user responsible for the action, the due date of the action etc.
Click on this icon to complete the current action - if you have the appropriate permissions to complete the action step.
The 'view contents' icon is a further indicator (see #5 above) that this record is a container type record. It will only display if there are records contained.
Click on this icon to display a pop up window showing the container's contents.
The un-coloured star tells you that this record has not been added to your favourites. If the star is coloured - that record has been added to your favourites.
Click on the un-coloured star to add the record to your favourites
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