DIIMS End User Guide - Department of Public Works and Services

DIIMS END USER TRAINING GUIDETo facilitate locating the action to perform, functions are grouped byaction type as described in table 1-5.Figure 1-5: the FunctionsmenuDocument and Item Functions MenuGet it – retrieves the itemsDownloadRead-Only action. Copies a document stored in DIIMS to aspecified local drive.OpenRead-Only action. Downloads a copy of the document andopens it in its native format. (Note: Changes to documentsopened using this method are not saved as new versions ofthe original. ‘Open’ acts like the “Save As” function in MicrosoftOffice.)View as Web Page Read-Only action. Converts the document format to HTML foreasy viewing.Affect its content – modifies item functionsAdd VersionAdds a version to the selected document.EditOpens the document in read-write mode.RenameAllows the user to rename the selected item.Affect its location - provides access to itemsAdd to FavouritesAdds a link to the document in your Favourites container.CopyCopies the item to a specified location within DIIMS.Make GenerationIdentifies the version as an important version that cannot bechanged or deleted.Make ShortcutCreates a link to the selected item.MoveMoves the selected item from one location to another specifiedlocation.Track it – notifies the user of updatesAdd Follow UpFlags the selected item for further attentionSet NotificationSets up a notification alert for updates to a selected item.Communicate it – publishes and rates the itemE-mailOpens the e-mail application and attaches the item as a copyor a link.Explore from hereDefines the search parametersAffect access – controls user access to the itemPermissionsEnables users to define access to an item, providing they havepermission to assign access.ReserveLocks the document for editing.View and download - views item informationOverviewProvides a description of the item and the functions that canbe performed on it.PrintPrints the selected item.Page 14 of 106