View source for EN:network administration


<pre style="color: red" >
This article is only of interest to users which own an account with Administrator rights.
</pre>

In a [[EN:Network|network]] respective permissions need to be set for users.<br/>
These permissions can only be assigned by a user with [[EN:administrator rights|administrator rights]] in the web application (https://web.ip7.tech).<br/>
[[File:NetworkAdminMenu.jpg|650px]]

=== Overview ===
With this overview is to be obtained when a user has access to certain features.<br/>
In addition, it should be apparent which options can be mapped in the administration and which points are fixed.<br/>

The entrance of the user into the Compass is thereby crucial.<br/>
Here there are up to 3 possibilities:<br/>
* [[EN:Projects|Project]]
* [[EN:AdHoc-Task|Ad Hoc Task]]
* [[EN:Monitoring_Task|Monitoring Task]]

Regardless of how a user enters Compass, the following permissions always apply:<br/>
* The user has access to his "Personal Folders".
* The user has access to network folders according to the assigned groups.
* The user has access to network comments.
* The user can always see his own evaluations in the evaluation history.

==== Entry Project ====
When a project is opened, the user has access to the 3 project specific items:<br/>
* Project folder
* Project comment
* Project evaluation (Basic evaluation)
These points are directly attached to the project and depending on which project is opened, certain values (e.g. project comments) are displayed or not.<br/>
In addition, these points are fixed predefined and can not be changed.<br/>
For example: the project evaluation is called "Basic" in every project and always consists of 4 stars.<br/>

The user also has access to the following items, which can be assigned through permissions via groups by the admin users:<br/>
* Network folder
* [[EN:network_administration#Group_comments|Group_comments]]
* [[EN:network_administration#additional_fields|Additional fields]]

[[File:AdmProj.jpg|900px]]

==== Entry Ad Hoc Task ====
When an Ad Hoc Task is opened, the user has access to the following items, which can be assigned by permissions through groups by the admin users: <br/>
* Network folder
* [[EN:network_administration#Group_comments|Group_comments]]
* [[EN:network_administration#additional_fields|Additional fields]]

It is possible to link [[EN:network_administration#Evaluations|evaluation(s)]] directly to an ad hoc task.<br/>
The user has access to this evaluation(s) accordingly.<br/>

[[File:AdmAdHocTask.jpg|900px]]

==== Entry Monitoring Task ====
Each monitoring task is associated with a group.<br/>
This group is responsible for the permissions within the monitoring task.<br/>
Only the permissions set for this group are considered for the following:<br/>
* [[EN:network_administration#Group_comments|Group_comments]]
* [[EN:network_administration#additional_C3.A4 fields|Additional fields]]
* [[EN:network_administration#Evaluations|evaluation(s)]]

If the user has any other permissions on any of the above through other groups, they are '''not''' taken into account.<br/>

For example: a user has permissions on an additional field via a group.<br/>
However, the group associated with the monitoring task does not have permissions on this additional field.<br/>
Therefore, the user will not see this additional field when he or she enters with the monitoring task.<br/>

The exception to this is the network folders.<br/>
Regardless of which group, permissions on network folders count.<br/>

[[File:AdmMonTask.jpg|900px]]

=== User administration ===
[[File:NetworkAdminUser.jpg|650px|right]]
The users are managed in the menu under "Management" - "Users".<br/>
Within the user management, users can be created, edited or deactivated.<br/>
In addition, a list of all existing users can be exported to Excel.<br/>

=== Groups ===
[[File:NetworkAdminGroup.jpg|650px|right]]
Assigning the rights is always carried out via groups and can’t be performed for individual users. <br/>
A group, for example, has the permission to access a specific folder thus all users assigned to this group possess this permission.<br/>

In the menu item "Management" - "Groups", the groups can be managed.<br/>

After clicking the folder button, the folder permissions for the selected group can be set/changed.<br/>

[[File:NetworkAdminGroupFolder.jpg|550px]]

[[File:NetworkAdminGroupFolderPms.jpg|500px]]

1 – Select folder<br/>
2 – Select permissions<br/>
3 – Permission is displayed in the list<br/>

=== Folder permissions ===

Permissions can be set for all [[EN:Folders|folders]] in a network. 

In the menu item "Management" - "Folder permissions" the folder permissions can be managed:<br/>

[[File:NetworkAdminFolderGroup.jpg|600px]]

Here, the respective permissions can be assigned to groups for a selected folder. <br/>
By clicking the gear icon on the right of a folder, the window for assigning the permission will open:<br/>

[[File:NetworkAdminFolderGroupPms.jpg|600px]]

<br/>

The following permission levels are available for selection:

* read: Folders are displayed and their content can be opened
* assign: Patents/families may be assigned to folders or removed from them
* write: Folders can be renamed; subfolders can be created or deleted

The "assign" permission logically includes "read". <br/>
And the "write" permission includes "assign". <br/>

=== Monitoring Task ===
[[File:NetworkAdminMoniTask.jpg|right|600px]]
[[EN:Monitoring Task|Monitoring tasks]] can be created and edited.<br/>
Here it is also possible to assign permissions for the desired groups.<br/>
By clicking the button with the gear icon(6) the permissions can be edited directly.<br/>

[[File:NetworkAdminMoniTaskEdit.jpg|right|500px]]
When creating monitoring tasks, the following settings can be chosen:<br/>

*Name
*Description
*Group

All users assigned to this group are selected for the monitoring task.<br/>
Also, specific permissions can be selected for the individual group.<br/>
This relates to evaluation criteria, additional fields and group comments.<br/>
When the monitoring task is subsequently opened by users, only the selected fields are visible/useable.<br/>
<br/>

*DocType
If the monitoring task contains multiple documents for one application and the setting is “A-Application” it is possible to select whether the application or the grant is displayed.<br/>
<br/>

*SearchType
Here the [[EN:Result_List#Basis_of_the_result_list|basis]] of the results is displayed.<br/>
<br/>

*Patent Status
"Individual" – every user can assign a patent status.<br/>
"Apply for all users of Monitoring Task" – all users share the status.<br/>
If the status “OK” is set for a patent, all other users will see this status.<br/>
<br/>

*Ignore D docs
This way, documents like GB D0 are ignored and not displayed as new results.<br/>
<br/>

*Mail inform
All users assigned to this monitoring task are informed by E-Mail about new patents.<br/>
<br/>

*Mail interval
The interval used to send these E-Mails.<br/>
<br/>

*Force evaluation to set finished status
Once this option is enabled, users must create an evaluation in order to set a patent to "done".<br/>
If an attempt is made to set a patent to "done" without an evaluation, an error message will be displayed.<br/>
<br/>

=== Evaluations ===
[[File:NetworkAdminEval.jpg|right|600px]]
For [[EN:Evaluation|Evaluations]], corresponding evaluation criteria can be created or edited.<br/>
Again, appropriate permissions can be assigned to desired groups.<br/>

Evaluation criteria can be created as stars or "Icons and texts".<br/>
Stars are suitable to map a range / scale (low to high). <br/>
"Icons and texts" can be used to create custom fields for selection. <br/>
For example, a field "observation requested" can be created, with which the user can request an [[EN:Observation_(Legal_Status_Monitoring)|Observation]] by the patent department.<br/>

[[File:NetworkAdminEvalEditStars.jpg|right|500px]]
When creating evaluation criteria, the following settings can be assigned:<br/>
<br/>
*Also available for Ad hoc tasks.
An option to enable the evaluation criterion for [[EN:AdHoc-Task|Ad hoc tasks]].<br/>
<br/>
*Optional evaluation.
Once enabled, this evaluation criterion does not have to be filled to complete an evaluation.<br/>
In case multiple evaluation criteria need to be filled for a monitoring task.<br/>
<br/>
*Name
The name of the evaluation criterion.(e.g. "bypassability")<br/>
<br/>
*Description.
Users can read this description when assigning evaluations.<br/>
Here you can describe what the user should evaluate.<br/>
For example, it should be evaluated how easy this patent can be bypassed.<br/>
<br/>
*Value
How the value affects the evaluation can be read [[EN:Evaluation#Average_value_when_using_multiple_evaluations|here]].<br/>
<br/>

[[File:NetworkAdminEvalEditIconsTexts.jpg|right|500px]]

*Display Option.
Here you can set whether the evaluation should display stars or custom fields.<br/>
This setting affects the next setting options.<br/>
<br/>
'''If stars are selected:<br/>'''

*Stars
This specifies how many stars users have available for assignment.<br/>
It can be selected from 1 to 6 stars.<br/>
<br/>
*Stars Color
The color of the stars can also be set.<br/>
In the event that several criteria are used, which should form a evaluations, different colors may be helpful.<br/>
<br/>

'''If "Icons and texts" have been selected:<br/>'''

*Icons and texts (1-6).
This specifies how many fields users have available for assignment.<br/>
1 to 6 fields can be defined.<br/>
The values correspond to the position of the field.<br/>
The first field corresponds to 1 star, the second field to 2 stars, etc.<br/>
(Based on the screenshot: "feedback requested" - 1 star; "objection" - 2 stars etc.) <br/>

<br/>
Below this, the individual fields can be set up (one line per field).<br/>
*Icon - Here a file (image) can be uploaded, which should be displayed as an icon for the field.<br/>
*Predefined - Alternatively to the option "Icon", an image can be selected here from a list of images (suggestions). (the color of the image can also be specified)<br/>
*Text - Here the text for the field is entered. (e.g. "observation requested") <br/>

=== additional fields ===
[[File:NetworkAdminAddFld.jpg|right|600px]]
Using "additional fields” you can define your own fields which can subsequently be filled by users.<br/>
This way it is possible, for example, to create additional fields with internal classifications or internal reference numbers.<br/>
The respective permissions can then be assigned to the desired groups.<br/>

Once an additional field is created, to options are available:<br/>
*Text
*Number

For this type of field the maximum area can be defined.<br/>
This way a field, e.g. “RFN” (reference number) can be created using the field type “Text”, which allows a maximum of 12 characters.<br/>


=== Group comments ===
[[File:NetworkAdminGroupCmt.jpg|right|600px]]
In a network it is possible to assign comments under specific aspects.<br/>
“Group comments” can be created.<br/>
For these comments, specific permissions can be assigned to desired groups.<br/>
It is also possible to add individual icons to the “Group comments”.<br/>


=== Languages and countries ===

Certain settings can be defined for users. <br/>This is useful for example after new users have been created. <br/>This way, new users do not have to define their own settings. <br/>
First, a template must be created with the desired settings: <br/>

[[File: CntryLngTemplateAdd.jpg | 750px]]

The [[EN:Settings#Preferred_languages | preferred languages]] and [[EN:Settings#Preferred_countries | countries]] can be set up: <br/>

[[File: CntryLngTemplateSettings.jpg | 750px]]

Finally, the template can be applied to the selected users: <br/>

[[File: CntryLngTemplateApply.jpg | 750px]]

Afterwards the users can still adjust their settings themselves. <br/>
Several templates with different settings can be created, e.g. for users from different countries or with different language skills. <br/>


=== Tags ===
Users, groups and monitoring tasks can be tagged.<br/>
This way it is possible to, for example, set up groups for specific sites.<br/>
[[File:NetworkAdminTags.jpg|600px]]





[[Category:web application|A]]