DIIMS End User Guide - Department of Public Works and Services

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DIIMS END USER TRAINING GUIDE9. Viewing Documents9.1 Viewing Document ContentDIIMS provides several ways to view the content of your documents:NoteDownloadOpenView as Web PageEditEnables user to save an item to an external folder:Click Download from the context menu. The Save As window appears.Navigate and select a folder to store the item.Opens the item in the native format.Click Open from the context menu. The item opens in read-only mode.Opens the item in the html formatClick the document title to view in HTML format for easy viewing.Opens document in edit-mode for those who have edit permissionsAll three methods to view the content are in read-only mode. To modify an item,open the item with the Edit commandTable 1-6: Viewing Document Content9.2 DIIMS Item MetadataAn item’s properties (document descriptors) are saved as metadata in theProperties page (accessed under Properties in the document’sFunctions menu). The tabs that display are dependent on theconfiguration by the System Administrator and your permissions.Figure 1-6: DIIMS Metadata – Enterprise Workspace viewGeneralSpecificAuditCategoriesClassificationsRatingsDocument Properties TabsDisplays common information, such as name, description, creator and lastmodifieddate.Displays information unique to the item type.Lists an audit trail of all activities performed on the item.Displays the list of categories applied to the item.Displays the classification applied to the item (taxonomy and recordclassification).Displays ratings provided by users for the specific item.Page 16 of 106
DIIMS END USER TRAINING GUIDEFollow UpsHoldsRecords DetailReferencesVersionsPresentationWebDavXreferenceDisplays items flagged for follow-up.Displays items flagged for holdDisplays the record management information applied to the item.Lists the links to the document, such as shortcuts and generations.Lists the versions of the item.Enables configuration options for folders only.Displays the URL used to access and edit DIIMS items from a WebDavserver.Displays cross-reference information for the item.10. SummaryTable 1-7: Document Properties TabsIn this module, you have learned:• The components of DIIMS• The purpose of DIIMS at the GNWT• The benefits of DIIMS• How to navigate the DIIMS Enterprise Workspace• Information may be organised in 2 workspaces: The EnterpriseWorkspace, and the Personal Workspace• Information is stored in various formats: documents, folders,hyperlinks and collaboration tools• DIIMS users may view an item in read-only mode using three differentmethods: View as Web Page, Open and Download• DIIMS stores system attributes (metadata - item descriptors) in theProperties tabs at the point of creation for each item.Page 17 of 106
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DIIMS End User Guide - Department of Public Works and Services

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