My Documents

Within the main Metamation work frame, displayed either from the home page or the "nodal display", the screen is initially divided into sections for different types of information including Alerts (actions you need to carry out), Nodes (storage or work areas), Data and Metrics.

The Documents area of the display shows documents which are of interest to you. The documents listed will depend on the level of access you have been granted, the document filter you have applied and the view currently in place.

At the top of the "My Documents" display, a drop down list is available to control the documents you want to see. The options available will vary depending on your security level and the view currently present, but will include:

Documents Checked out to me - Lists documents you are currently working on Documents I Own or control - Lists documents owned by you, or you last checked in Documents for a Node - Lists documents for a selected storage, work or project area Documents I need to Review/Approve - Lists documents which you need to review/approve Documents Last Submitted by Me - Lists documents you last submitted, even if you no longer own then.

To the right of the documents filter, another drop down list allows you to filter on the types of documents to be displayed. These two filters can be combined to quick filter down to the documents of interest.

At the bottom of the "My Documents" portion of the work area, a "NEW" button is available to allow the creation of new documents.

Within the list of documents on the display, the document reference numbers, description, version, submission date and status will be displayed. You can select any line with the mouse pointer to view the properties of the document selected. When the mouse pointer is leftover any of these document properties, where held against a document, the document synopsis is displayed in a hovering window.

To the right of the other document information, various icons are displayed allowing activity to be performed on the document. The icons displayed and available will vary depending on the document type, your security level and the status of the document. The following options are generally available:

- The Watch Icon places a watch on the listed document.

- Grants access to the specified document to other users. Where the icon is shown in red, Grants for the selected document are already in place

- Where you are working on a document, this allows you to check in a new version of the document

- This allows you to check out the document for amendment

- The read icon opens the last checked in version of the document using the native reader (opens the document for you to read, save etc)

My Documents - Documents checked out to me

When viewing the documents of interest in the Metamation repository in the home pages My Documents panel , the documents listed can be filtered by the status of documents.

The Documents checked out to me filter shows only those documents that are awaiting action by you. This will be either documents you have just created (and not yet checked in), or documents you have checked out.

To the right of the documents filter (where the "Documents checked out to me" has been selected), another drop down list allows you to filter on the types of documents to be displayed. These two filters can be combined to quick filter down to the documents of interest.

Where you are viewing documents for a specific node, the documents check out to me is further filtered to only show the documents checked out to you, of the specified document type, that belong to the currently viewed document storage node.

To the right of the document information displayed for this filter, various icons are displayed allowing activity to be performed on the document. The icons displayed and available will vary depending on the document type, your security level and the status of the document. The following options are generally available:

- The Watch Icon places a watch on the listed document.

- Grants access to the specified document to other users. Where the icon is shown in red, Grants for the selected document are already in place

- Where you are working on a document, this allows you to check in a new version of the document

- This allows you to check out the document for amendment

- The read icon opens the last checked in version of the document using the native reader (opens the document for you to read, save etc)

My Documents - Documents I need to review or Approve

When viewing the documents of interest in the Metamation repository in the home pages My Documents panel , the documents listed can be filtered by the status of documents.

The Documents I need to review or approve filter shows only those documents that are awaiting action by you. This will be either documents you need to review (read and make comments on for improvement/sign off) or approve for general distribution.

To the right of the documents filter (where the "Documents I need to review or approve" has been selected), another drop down list allows you to filter on the types of documents to be displayed. These two filters can be combined to quick filter down to the documents of interest.

Where you are viewing documents for a specific node, the documents you need to review is further filtered to only show the documents you need to review, of the specified document type, that belong to the currently viewed document storage node.

To the right of the document information displayed for this filter, various icons are displayed allowing activity to be performed on the document. The icons displayed and available will vary depending on the document type, your security level and the status of the document. The following options are generally available:

- The Watch Icon places a watch on the listed document.

- Grants access to the specified document to other users. Where the icon is shown in red, Grants for the selected document are already in place

- Where you are working on a document, this allows you to check in a new version of the document

- This allows you to check out the document for amendment

- The read icon opens the last checked in version of the document using the native reader (opens the document for you to read, save etc)

My Documents - Documents last submitted by me

When viewing the documents of interest in the Metamation repository in the home pages My Documents panel , the documents listed can be filtered by the status of documents.

The Documents last submitted by me filter shows only those documents that you were the last person to submit a new version, even where you are not working on the document or even own the document.

To the right of the documents filter (where the "Documents last submitted by me" has been selected), another drop down list allows you to filter on the types of documents to be displayed. These two filters can be combined to quick filter down to the documents of interest.

Where you are viewing documents for a specific node, the documents last submitted by you is further filtered to only show the documents last submitted by you, of the specified document type, that belong to the currently viewed document storage node.

To the right of the document information displayed for this filter, various icons are displayed allowing activity to be performed on the document. The icons displayed and available will vary depending on the document type, your security level and the status of the document. The following options are generally available:

- The Watch Icon places a watch on the listed document.

- Grants access to the specified document to other users. Where the icon is shown in red, Grants for the selected document are already in place

- Where you are working on a document, this allows you to check in a new version of the document

- This allows you to check out the document for amendment

- The read icon opens the last checked in version of the document using the native reader (opens the document for you to read, save etc)

My Documents - Documents owned or created by me

When viewing the documents of interest in the Metamation repository in the home pages My Documents panel , the documents listed can be filtered by the status of documents.

The Documents owned or created by me filter shows only those documents that you own (you are the offical document owner) or were originally created by you. These documents are listed regardless who last checked them in, checked them out or the status of the documents.

To the right of the documents filter (where the "Documents checked out to me" has been selected), another drop down list allows you to filter on the types of documents to be displayed. These two filters can be combined to quick filter down to the documents of interest.

Where you are viewing documents for a specific node, the documents owned or created by you is further filtered to only show the documents or created by you, of the specified document type, that belong to the currently viewed document storage node.

To the right of the document information displayed for this filter, various icons are displayed allowing activity to be performed on the document. The icons displayed and available will vary depending on the document type, your security level and the status of the document. The following options are generally available:

- The Watch Icon places a watch on the listed document.

- Grants access to the specified document to other users. Where the icon is shown in red, Grants for the selected document are already in place

- Where you are working on a document, this allows you to check in a new version of the document

- This allows you to check out the document for amendment

- The read icon opens the last checked in version of the document using the native reader (opens the document for you to read, save etc)

My Documents - Document for the Nodal tree

When viewing the documents of interest in the Metamation repository in the home pages My Documents panel , the documents listed can be filtered by the status of documents.

Within the documents filter drop down list, the nodes you manage will be listed for selection. When one of this nodes is selected, the documents for the specified node and all that nodes children, grandchildren etc will be listed.

All the documents for the nodes selected are sorted and grouped by the storage node. Within the Documents panel, each storage node is shown as a sub-section, with the node, number of documents within that store, and with the ability to minimise and maximise each sub- section in the list.

To the right of the documents filter (where the starting node has been selected), another drop down list allows you to filter on the types of documents to be displayed. These two filters can be combined to quick filter down to the documents of interest.

Where you are viewing documents for a specific node, the nodal display will automatically display children of the currently viewed document storage node.

To the right of the document information displayed for each node sub- section, various icons are displayed allowing activity to be performed on the document. The icons displayed and available will vary depending on the document type, your security level and the status of the document. The following options are generally available:

- The Watch Icon places a watch on the listed document.

- Grants access to the specified document to other users. Where the icon is shown in red, Grants for the selected document are already in place

- Where you are working on a document, this allows you to check in a new version of the document

- This allows you to check out the document for amendment

- The read icon opens the last checked in version of the document using the native reader (opens the document for you to read, save etc)