Documentation | User Guide

Documentation | User Guide

Docs and Files Module

The table below describes the authorized activities in the Docs and Files module.

For more information on how to assign roles to a user and associate activities with a role, click on the following links: Assign a role to a user and Assign an activity to a role.

The 16 activities allowed in the Docs & Files module are as follows:

Activity No Activity Action Access Authorized Activity
1. Access to Docs and Files module (510) See Home menu of the Docs and Files module 1.
1.1 See documents created by user See Menu Documents/page List of Documents (510:2002)/page Document (510:2001) 1.1 + 1.
1.1.1 Manage documents Manage Menu Documents/page Document (510:2001) 1.1.1 + 1.1 + 1.
1.1.1.1 Change document status Specific Menu Documents/page Document (510:2001) 1.1.1.1 + 1.1.1 + 1.1 + 1.
1.1.1.2 Change received date Specific Menu Documents/page Document (510:2001) 1.1.1.2 + 1.1.1 + 1.1 + 1.
1.1.1.3 See attachments imported by the user See Menu Documents/page List of documents (510:2002) 1.1.1.3 + 1.1.1 + 1.1 + 1.
1.1.1.3.1 Import an attachment Manage Menu Documents/page List of documents (510:2002) 1.1.1.3.1. + 1.1.1.3 + 1.1.1 + 1.1 + 1.
1.1.1.3.2 Delete an attachment Manage Menu Documents/page List of documents (510:2002) 1.1.1.3.2. + 1.1.1.3 + 1.1.1 + 1.1 + 1.
1.1.1.3.3 See attachments imported by all users See Menu Documents/page List of documents (510:2002) 1.1.1.3.3. + 1.1.1.3 + 1.1.1 + 1.1 + 1.
1.1.2 See documents created by all users See Menu Documents/page List of documents (510:2002) 1.1.2 + 1.1 + 1
1.2 See files created by the user See Menu Files/page List of Files (510:2100)/page File (510:2105) 1.2 + 1.
1.2.1 Manage files Manage Menu Files/page File (510:2105) 1.2.1 + 1.2 + 1.
1.2.2 Reserve files for the user Specific Menu Files/page List of Files (510:2100) 1.2.2 + 1.2 + 1.
1.2.2.1 Reserve files for all users Specific Menu Files/page List of Files (510:2100) 1.2.2.1 +1.2.2 + 1.2 + 1.
1.2.3 Borrow files Specific Menu Files/page List of Files (510:2100) 1.2.3 + 1.2 + 1 .
1.2.4 See files created by all users See Menu Files/page List of Files (510:2100) 1.2. 4 + 1.2 + 1.