Your Home Screen Features

  The left side navigation bar provides access to the many features of RM Workspace.

Click on the arrow to see a dropdown list of RM Workspace groups to which you belong.

The links provide access to your user information, your profile settings and your personal configuration options.

 

When on your home screen, the buttons across the top of your screen enable you to quickly switch between your home and group screens.

For assistance, click on the   icon to the left of the quicksearch bar to access the RM Workspace User Guide.

Quick search by record number or for specific text in the title, notes or document content (depending on your organisation's configuration settings). Use the   icon to the right of the record filter field to perform the search.  For more complex searches, use the 'Advanced search' link

When enabled for display by your RM Workspace administrator, the quicksearch selector enables you to select from a list of specific fields, determining in which field you will search for the value entered into the quicksearch bar.

When enabled for display by your RM Workspace administrator, this feature enables you to filter your quicksearches by selected record types.

 

  After entering your quicksearch criteria and using the Quicksearch selector and Record type filter (if enabled), use this button to perform your quicksearch.

If you need to search multiple data fields, use this link to access the Advanced search form where you can enter more complex search criteria.

The right side, context sensitive, actions menu provides a range of actions you can use, dependent upon the record(s) you have selected and your user permissions

   

 

The tag cloud displays record tags you have created and used more recently making them quickly available for use or reference.

Portlets contain lists of records. The records displayed in each of the portlets differ according to the purpose and set up of each portlet.

 

Portlet types include:

 

Note: This screenshot  displays a tag and a search portlet at the top right and left (both minimised), with global 'Created by me', 'My recent documents' and 'Checked out to me' portlets shown closed; 'My workflows' and 'Assigned to me' portlets which are open in grid layout; My favourites portlet which is open in list layout.

When a record is selected, the checkbox is ticked and the record is highlited; appropriate actions then appear in the Actions menu.

With at least 1 record selected, if there are more actions available than can be displayed on the screen,  when your cursor is inside the actions menu, a scroll bar will display so that you can scroll through the available actions without scrolling the rest of the screen.

 

Note: A scrollbar similarly becomes available if the Navigation bar on the left of the screen cannot display all click options in the visible part of the screen.