PDA Workspace User Guide

Transcription

1 PDA Workspace User Guide An Introduction to PDA s Online Task Force/Technical Report Team Management and Collaboration Platform

2 Table of Topic Page # Account sign up 3 Finding your group 4-5 Accessing the workspace 6-8 Your workspace 9-13 Document Management 14 Retrieving Documents Uploading New Documents Uploading Revisions Group calendar

3 Account Sign Up 1. Go to: 2. Fill in the fields and click Create Account 3

4 Finding your group 1. Click the Groups button on the left 2. Click All Groups to find your group 4

5 Finding your group 1. Scroll through the group listing and select your team 5

6 Getting access to your group s workspace Click the Join group link under the Group Info section and follow the prompts 6

7 Accessing PDA Workspace from 1. Login using your address and Password 2. Not the same login as for PDA Membership site 7

8 Forgot your PDA Login? 8

9 Your PDA Workspace Landing Page 9

10 To change your Address or Password 10

11 Accessing Your Materials from the Landing Page Groups Documents Calendar archives Comments Action items Ballots 11

12 Select the group you wish to navigate to under My Groups 12

13 Group Landing Page 13

14 Document Management 14

15 Retrieving documents: Option 1 - Multiple Files 1. Click the box(es) beside the document(s) to download 2. Choose Download from the Bulk Actions drop-down menu 3. Click Apply Action 4. Documents will download in a ZIP file 15

16 Retrieving documents: Option 2 - Single File 1. Click the name of the individual file you want 2. Save to your computer 16

17 Retrieving Documents from When a document is posted at an PDA Workspace, an will normally be sent to the group members containing a link to the document. Click on the link to download the document. 17

18 Uploading New Documents: Option 1: Detailed Upload Click here 18

19 Detailed Upload: Part 1 Add info here about the file contents or recent updates/ comments Select the folder you wish to place the document in 19

20 Detailed Upload: Part 2 Enter extra message here to the rest of your team. Will not be saved as a document detail. Check or un-check this box to send an automated to the members of the group which tells them the info in the Details box as well as a link to download the file and the message you enter in the Submitter Note Click here when done 20

21 Uploading New Documents: Option 2: Quick Add Click here 21

22 Uploading New Documents: Option 2: Quick Add Choose the file to upload Select the folder you wish to place the document in Click here when done Note: An will automatically be sent to the members of the group. There is no way to disable this function when using Quick Add. 22

23 Uploading Document Revisions: 1 Click here Select this 23

24 Uploading Document Revisions: 2 Choose the revised file/document Add info here about recent updates/ comments for this version Folder remains the same 24

25 Uploading Document Revisions: 3 Change document state (or not) Choose to notify the group of the uploaded revision (or not) Add revision Add extra message to the team here about recent updates/ comments for this version 25

26 Group Calendar Click the Calendar tab Click on a calendar event 26

27 Event Detail View Normally, call-in/ online presentation information or directions to the venue 27

28 Event Detail View If it is a recurring meeting, other instances will be shown here 28

29 To download an event to your personal calendar click on download save the event to your computer Then double-click the file to add it to the calendar program of your choice. 29

30 Add a Calendar Event 1 Click here 30

31 Add a Calendar Event 2 31

32 Add a Calendar Event 3 Add any text you would like here Add agenda here 32

33 Add a Calendar Event 4 Add an attachment Send a message in the Finish 33

34 Keep track of your group calendar 1 Click subscribe to icalendar 34

35 Keep track of your group calendar 2 Accept the calendar addition 35

36 Keep track of your group calendar 3 The workspace calendar is now in your calendar client. 36

37 Thank you.. If you have questions or want more information contact PDA Workspace Help: 37