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Collaboration on references in departments

Process button in detailed view

If users of the same department wants to collaborate on processing the references or if a user have to take over a department from another user, this can easily be done by synchronizing the processed or “not-viewed” references. The <process> button is searchable and visible in detailed view (see below) as part of the bibliographic information. By clicking on the <process> button a company user can mark a reference as processed.

In the "Processed by" list local administrators and users sharing at least one department with the specific user, will see the name(s) of those who has activated the <process> button for the reference. User can always cancel the "Process" action by clicking on the "cancel" link.

How to synchronize processed references between two users sharing a department

The "Advanced search field" <Processed by> is used for synchronization. 

The <Processed by> field can be searched by several parameters (see below) and the search is automatically limited to user who shares the same department with the current login user login. The department limitation is not applied for local administrators.

You can search by several parameters

  1. no-one : Finds all references which no user has marked as "processed"
  2. user in company: Finds all references which were marked as "processed" by at least one user

  3. user in department: Finds all references which were marked as "processed" by at least one user from the selected user's department(s)
  4. specific user: Finds all references which were marked as "processed" by a specific user(s)

When the <Advance search form> is filled-in, it is recommend to save the search it as a "saved search". The name chosen when saving the search, is the one visible at the dashboard.

This will add the saved search to the dashboard section "Saved filters" and automatic refresh the search on logon or when manually refreshed.


How to identify inactive users, especially for local administrators

Inactive users is defined "as users not processing references by activating the <Process> button". If no references is tagged, the user is defined as inactive..

The <Processed by> <Specific user> parameter finds all references which were marked as "processed" by the specific user(s). 

The "Advanced search" with the following search parameters will identify inactive users:

  1. <Date of IPsurvey entry>:  date range for the period 
  2. <Processed by> <specific user>: Check one or more users to monitor. 
  3. <Save>: It is recommended to save the search and e.g. add it to the summary report mail. 



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