The fields you initially see on your Advanced search screen are per the Organisation's default settings. The personal settings on this tab enable you to over-ride the Organisation's default settings so that you can better tailor RM Workspace for your particular duties.
Advanced search settings tab
On this tab, you can specify which record information (metadata) fields you want to have available when undertaking advanced searches.
All the metadata fields available for display on your advanced search screen are displayed in categories. Click on any category titlebar to expand or collapse the category to see the fields.
Once any category has been expanded, tick the checkbox of any metadata fields you want to have available on your advanced search screen to use when performing advanced searches or untick any fields which are currently on your advanced search screen if you don't want them displayed.
To close any open category, simply click on the titlebar again.
When you have completed your changes, click on the 'Save settings' button to save your changes.
Tip - Each tab has its own 'Save settings' button. You need to use the Save settings button on the tab on which you have made your changes.
Personal RM Workspace settings
Your RM Administrator sets up a range of Organisational default settings for RM Workspace functions and features. The personal settings on this tab enable you to over-ride the Organisation's default settings so that you can better tailor RM Workspace for your particular duties.
RM Workspace settings tab
Settings on the RM Workspace settings tab enable you improve your RM Workspace experience by customising settings for a range of RM Workspace functions and features.
Specify whether you prefer personal tag portlets to display by default in list or in grid view when you create them.
This is a default setting only and you can change the layout of each portlet on your Home and group screens using the 'switch layout' icon at the top right of each portlet.
When you change the 'Custom tag portlet layout' setting, new created personal tag portlets will be initially displayed according to the setting. The layout of existing personal tag portlets will not be affected.
Specify your preferred layout for search results presentation; choose from list, grid, thumbnail and tree views (if enabled by your RM workspace administrator).
This is a personal default setting and when viewing the Search results screen, you can still switch the layout to that preferred for your purposes at the time clicking on the desired alternative layout button on the top left of the search results screen.
Note: Thumbnails cannot be generated for all file types. If a thumbnail cannot be displayed, a placeholder will be shown.
The default search results fields lists the metadata fields displayed, in the order displayed, when you perform a search. Fields added to and removed from this setting are reflected in the fields displayed when you perform your next search. Conversely, if you add fields to or remove fields from your search results - those changes will be reflected in this setting.
This setting determines the maximum number of documents that you will see in the Recent documents portlet on your home screen. Once the maximum has been reached, for each additional document you access, the last document in the list will be removed.
To prevent the tags in your tag cloud (on the bottom of the left side navigation bar) taking over the world, you can set a maximum number of tags to be listed in your tag cloud. However, all the tags you have created continue to be available to you via the Tags link in the left side navigation bar, through the 'Manage my tags' screen.
When attaching a tag to some selected record(s), if you select a tag which doesn't currently appear in your tag cloud, after using it, making it a recently used tag, it will then appear in your tag cloud instead of another, less frequently used tag.
This particular layout cannot be paginated and as a result, only a single 'page' of results can be displayed. If this setting is '100' and if there are 200 records matching your search criteria, nonetheless, only 100 records would be displayed. If this setting is too high, system performance could be impacted.
When viewing portlets and search results in grid view, this setting specifies the number of records which will be displayed on each 'page'. This is a default setting only and when viewing any records in grid view, you will have the option to increase/decrease the number of records displayed per page.
When viewing portlets and search results in list view, this setting specifies the number of records which will be displayed on each 'page'. This is a default setting only and when viewing any records in list view, you will have the option to increase/decrease the number of records displayed per page.
For those users familiar with the single column layout of Portal 3, this option enables you to display your home and group tab portlets in a single column down the screen instead of RM Workspace's standard 3 column layout.
Whether the organisation's default setting is to be WCAG compliant or not, you can apply this personal setting if you need WCAG compliance for your work or disable it otherwise.
Please note that when WCAG mode is selected, dragNdrop functionality (including files, records and tags etc) is switched off because dragNdrop functionality is not WCAG compliant.
When you have finished, use the Save settings button to save your changes.
Note: Settings must be saved separately on each tab. i.e. If you have made changes on the Advanced search settings tab, you need to use the Save settings button on that tab.
Use this button if you need to return RM Workspace personal settings to the default Organisational settings. Note: Use of this button will only affect the settings on this tab.
Click on the cog icon to the left of your picture/picture placeholder from any RM Workspace screen to access your personal settings.
