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RM Workspace Help

RM Workspace Home and group screen access

 
At the top of your home screen, you will see a home button as well as a button for each RM Workspace group to which you belong.
 
You can click on any group button to display that group's screen. If you are on any screen other than the home screen, you can view your list of groups by clicking on the 'display group list' arrow to the left of the My Groups link in the left side navigation bar.  Group screens display records which have been shared with the group;  these may be records individually shared by group members or may be records displayed in saved search or tag portlets created on the group's screen by an administrator of the group .
RM Workspace Home and group screen access
1

Home button

Click on the 'Home' button - or click on 'Home' in the left side navigation bar to view the global portlets and personal portlets on your home screen.
2

Display Groups list

If you are on any screen other than your home screen, you can quickly access any group screen by clicking on the arrow to display an alphabetical list of groups of which you are an administrator or a member, then clicking on the desired group name in the list. 
If you mouse hover over any group's name, the group's full name, its administrators and description are displayed as a text tip.
3

Group buttons

3. Group buttons
Each RM Workspace group of which you are a member or administrator is represented by a group button visible from your home screen. The button for any new group appears at the end of any existing group buttons, but all buttons can be dragNdropped into the desired order.
If you mouse hover over any tab, the group's full name, its administrators and description are displayed as a text tip.
4

Name of group - when on group screen

When you are on your home screen, this area displays the 'Welcome' message. When on a group screen, the group's name is displayed here for your assistance.
5

Group's Description

If a description/purpose is entered for the group, it will display here.
6

Records shared with group

All group screens have a 'Shared with group' portlet showing records shared with that group by any group member or group administrator.
7

Saved search shared with group

Administrators of a group may share the results of a saved search with the group by creating a search portlet on the group's screen.
8

Tag shared with group

Administrators of a group may share a set of tagged records with the group by creating a tag portlet on the group's screen.
Tip: Mouse-hover over a group tab to see the group's full name, its administrators and its description. Only a group's administrators may add or remove tag and search portlets from a group's screen.