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Workplace Portal Configuration

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Level: System Administrator

This section contains a quick Reference to the configuration, to help you find out where to complete the task. 

Configuration

 Menu Quick Reference

Enable Move / Keep Functionality

Refer to Set the enable Move & Keep functionality.

Navigate to Admin Settings > General > Workplace.

My Teams Filter On

Navigate to Admin Settings > General > Workplace.

Prevent Validation if Teams Requires Action

Navigate to Admin Settings > General > Workplace.

Quick Reports

The Workplace module has a set of quick reports that can be run without having to go to the Serraview Reporting module. 

Refer to Workplace Portal Quick Reports and Configure Quick Reports.

Navigate to Admin Settings > General > Workplace.

Team Validation - Days Until Expired and Team Validation - Days Until Warning

Refer to Set the Team Validation Days until Expired Warning.
  1. Navigate to Configuration > General.
  2. Select Workplace.

Additional Configuration

  

Change the Workplace user access before and after validation, see Start Validation and Finish Validation.

 
  1. Navigate to Admin > User Security.
  2. Click the Roles button.

Retention statuses are mainly used by Workplace Administrators using Workplace, and they can be used within the VBS.

Refer to Retention Statuses.
  1. Navigate to Configuration > General.
  2. Select Retention Statuses.