Pre-requisites:

Role privilege as mentioned below, on the project in which the purposes of issuing files (POIs) are to be defined:

Below are the steps to define and manage the POIs within a project:

1. In the 'Projects' area, navigate to the project where the POIs are to be defined or managed.

2. Right-click on the required project. Select 'Settings' then select 'Purpose of Issues'.

Alternately, mouse over the project thumbnail in the thumb view and click the icon. A layered page opens. Click on 'Purpose of Issues'.

3. It shows the existing purpose of issues as defined in the project. To add a new purpose of issuing files, click the 'Add a new Purpose of Issue' button. A new blank record will appear.

4. Key in the new POI and its abbreviation, if any. The abbreviation defined for a POI can be used when uploading files in bulk using MS Excel, using the auto-fetch attributes role, and/or setting configurable attributes (in Classic View) as applicable.

5. While creating a new purpose of issue, the system assigns default values in access i.e. default [no access], <<workspace administrator>>[admin], and <<creating user>>[admin].

6. You can change the permission by right-clicking on roles, organizations, or names of individual users and selecting the appropriate option. You can also change the access rights of roles, organizations, or users in any existing group.

7. Users can be given the following access permissions:
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No Access: Selected individual users or users in the selected roles or organizations cannot access the corresponding POI.
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Access to Use-Attributes Change - Selected individual users or users in the selected roles or organizations will have access to the corresponding POI while editing the corresponding file attribute.
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Access to Use-Publish - Selected users or users in the selected roles or organizations will have access to the corresponding POI while publishing or linking the documents.
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Admin - Selected individual users or users in the selected roles or organizations will have admin access to the corresponding POI. They can edit or assign access to other users and publish or link documents using the corresponding POI.
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8. Click 'X' against any new POI record to discard it before saving. Once saved, you can only deactivate the records.

9. Click 'Save' to save the changes.

10. To deactivate a POI record, select the checkbox against that record in the deactivate column and click 'Save'.