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<div class="h1">VSAC Collaboration Tool User's Guide</div>
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<div class="grid-row grid-gap-1">
<!-- start row-->
<p>
The Value Set Authority Center (VSAC) uses an Alfresco&copy; content management system for value set
collaboration, communication, workflow and
document management by value set authors, stewards, and their invited external collaborators. Value set authors
and stewards can post value sets
from the VSAC Authoring Tool into VSAC Collaboration to be viewed, discussed, or voted by collaboration group
members. The VSAC Collaboration Tool
requires a <a target="_blank" href="https://uts.nlm.nih.gov/uts/signup-login">UMLS License Agreement</a> for
each user. The
<a target="_blank" href="http://docs.alfresco.com/5.0/topics/alfresco-video-tutorials.html">Alfresco website</a>
provides documentation and useful
video tutorials.
</p>
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<h4 class="usa-accordion__heading">
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Access VSAC Collaboration Tool
</button>
<div id="index-topic-1" class="usa-accordion__content usa-prose">
<p>
You can access the VSAC Collaboration Tool through the VSAC Authoring Tool, as well as
directly through the VSAC Collaboration Tool URL.
</p>
<ul>
<li>
<strong>VSAC Authoring Tool:</strong> <a
href="https://vsac.nlm.nih.gov/">https://vsac.nlm.nih.gov/</a>
(requires
pre-assigned
<a href="https://www.nlm.nih.gov/vsac/support/usingvsac/author_registration.html">authoring
permissions</a>)
<ol>
<li>Within the Collaboration Management tab, select one of your Collaboration Site
URLs.</li>
<li>
Within the Authoring tab, in the Collaboration menu on the left of the value
set's editing screen, select
<strong>Visit Site</strong>. If the Visit Site link is grey this means you have
not yet created a Collaboration Site for this
value set.
</li>
</ol>
</li>
<li><strong>VSAC Collaboration Tool:</strong> <a
href="https://vsaccollab.nlm.nih.gov/">https://vsaccollab.nlm.nih.gov/</a></li>
</ul>
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VSAC Collaboration Dashboards
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<p>
The VSAC Collaboration Tool provides two types of dashboards: <a
href="#personal-dashboard"><strong>Personal
Dashboard</strong></a> and
<a href="#site-dashboard"><strong>Site Dashboard</strong></a>.
</p>
<br />
<!-- Start Personal Dashboard -->
<h4 id="personal-dashboard">Personal Dashboard</h4>
<p>
The VSAC Collaboration Tool creates a Personal Dashboard for each user. The Personal
Dashboard displays links to all of a user's value
set collaboration sites, activities, and discussions. Your first and last name serve as the
title of your Personal Dashboard. Use the
<strong>Home</strong> link on the top bar to return to your Personal Dashboard from any
other page to which you navigate.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig1personaldashboard.jpg"
id="fig1" alt="Fig. 1: Personal Dashboard" title="Figure 1" />
<figcaption>Figure 1: Personal Dashboard</figcaption>
</figure>
<br />
<!-- End Personal Dashboard -->
<!-- Start Site Dashboard -->
<h4 id="site-dashboard">Site Dashboard</h4>
<p>
The VSAC Collaboration Tool creates a Site Dashboard when a VSAC author creates a
collaboration site within the VSAC Authoring Tool.
VSAC authors may create a collaboration site for a single value set, as well as
collaboration sites for user-designated collections of
value sets. For each value set or group of value sets, the Site Dashboard displays
user-posted value set content and collaborator
discussions for that value set.
</p>
<p>
Once created, a collaboration site will appear under the <strong>My Sites</strong> dashlet
on the Personal Dashboard. New users of the
VSAC Collaboration Tool will not have any sites appear under their My Site dashlet until
they create a collaboration site within the
VSAC Authoring Tool.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig2sitedashboard.jpg" id="fig2"
alt="Fig. 2: Site Dashboard" title="Figure 2" />
<figcaption>Figure 2: Site Dashboard</figcaption>
</figure>
<br />
<!-- End Site Dashboard -->
<!-- End VSAC Collaboration Dashboards -->
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button type="button" class="usa-accordion__button" aria-expanded="false"
aria-controls="index-topic-3">
Create Collaboration Sites and Post Value Set Content from the VSAC Authoring Tool
</button>
<div id="index-topic-3" class="usa-accordion__content usa-prose">
<p>There are three methods to create collaboration sites and post value set details to the
VSAC
Collaboration Tool:</p>
<ul>
<li>
<strong><a href="#custom-method">Custom Method</a></strong>
</li>
<li>
<strong><a href="#vsac-method">VSAC Method</a></strong>
</li>
<li>
<strong><a href="#hqmf-method">HQMF Method</a></strong>
</li>
</ul>
<br />
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig3sitecreationmethodchart.jpg"
id="fig3" alt="Fig. 3: Site Creation Methods" title="Figure 3" />
<figcaption>Figure 3: Site Creation Methods</figcaption>
</figure>
<br /><br />
<!-- Start Custom Method -->
<h4 id="custom-method">Custom Method</h4>
<p>
The Custom method is useful when you need to gather several VSAC value sets into one
collaboration site. This Custom method is also
useful for a single value set collaboration site, when you need flexibility to add or
remove
value sets from your collaboration site in
the future.
</p>
<br />
<ol>
<li>
<p>
From My Value Sets or Search All Value Sets in the VSAC Authoring Tool, you can
select one or several value sets and create a
collaboration site where you will subsequently post the value set details. You
can
use the table's sort (click on column headers)
and filter (type text into search boxes at the top of each column) functions.
You
can also use your pre-assigned and
steward-specific <a
href="https://www.nlm.nih.gov/vsac/support/authorguidelines/keywordmanagement.html">Keywords</a>
to find the
value sets you need for your collaboration site. Here, we show you how you can
create a collaboration site by selecting multiple
value sets in your My Value Sets list:
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail" src="fig4createcustomsite.jpg"
id="fig4" alt="Fig. 4: Custom Method" title="Figure 4" />
<figcaption>Figure 4: Custom Method</figcaption>
</figure>
<br />
</li>
<li>
<p>
The Site Creation dialog box prompts you to choose your Collaboration Site
Managers
from one or more of your VSAC Steward and/or
Author Groups to which you belong, and it prompts you to create a Collaboration
Site
Name for your new collaboration site. In the
screen shot example below, we named our example collaboration site "Cardiac Care
Medications," and this collaboration site will host
the example value sets we checked off in Figure 4 (Dipyridamole and Nifedipine).
Within the VSAC Collaboration Tool, site managers
are able to invite additional collaborators who have UMLS Licenses. Site
managers
can change roles of any site members.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig5sitecreationdialog.jpg"
id="fig5" alt="Fig. 5: Site Creation Dialog" title="Figure 5" />
<figcaption>Figure 5: Site Creation Dialog</figcaption>
</figure>
<br />
</li>
<li>
<p>
Once you create your new collaboration site, you may post value set details to
this
collaboration site. Your new collaboration site
will be essentially an empty shell until you post your selected value set
details.
Here is how to do that:
</p>
<br />
<p>
In the Collaboration Management tab, select the checkbox next to your desired
Collaboration Site Name, and then select the
<strong>Post Value Set Details to Collab Site</strong> link.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail" src="fig6postvsdetails.jpg"
id="fig6" alt="Fig. 6: Post Value Set Details to Collaboration Site"
title="Figure 6" />
<figcaption>Figure 6: Post Value Set Details to Collaboration Site</figcaption>
</figure>
<br />
</li>
<li>
<p>
When you click <strong>Post Value Set Details to Collab Site</strong>, you will
receive the following dialog box shown in Figure 7.
Here, you can choose the
<a
href="https://www.nlm.nih.gov/vsac/support/authorguidelines/updatingvaluesets.html">Expansion
Profile</a> with which you would
like your value sets expanded when you send them to your collaboration site. The
default selection is "Most Recent Code System
Versions in VSAC." You can check the “Apply CMS eCQM QA Rules†that contain
CMS-defined quality assurance checks for value sets
to be published within the eCQM programs.†You can also post a message to your
collaborators in the Post Message textbox. Your
message will appear in your collaboration Site Blog dashlet. You can select
draft
and published value sets when you Post Value Set
Details to Collab Site. This action will not publish draft value sets into the
public VSAC repository, and no external
implementation should ever use a draft value set.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail" src="fig7postvsdialog.jpg"
id="fig7" alt="Fig. 7: Post Value Set Details Dialog Box"
title="Figure 7" />
<figcaption>Figure 7: Post Value Set Details Dialog Box</figcaption>
</figure>
</li>
</ol>
<br /><br />
<!--End Custom Method -->
<!-- Start VSAC Method -->
<h4 id="vsac-method">VSAC Method</h4>
<p>
The VSAC method of collaboration site creation is useful when you need to create a
collaboration site for only a single value set and
you would like to have the convenience to create your collaboration site from within the
value set editing screen of the VSAC Authoring
Tool. The VSAC method can be limiting for you, however, because you cannot add more
value
sets to a collaboration site that you create
using the VSAC method.
</p>
<br />
<ol>
<li>
<p>
<strong>Create Collaboration Site:</strong>
<br />
In the VSAC Authoring Tool, create and save a value set. The Collaboration tab
appears in the orange tool bar to the left of the
Harmonization and Report menus. On the Collaboration pull down menu, select
<strong>Create Site</strong>.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="fig8vsacmethodcreatesite.jpg" id="fig8"
alt="Fig. 8: Create Site - VSAC Method" title="Figure 8" />
<figcaption>Figure 8: Create Site - VSAC Method</figcaption>
</figure>
<br />
</li>
<li>
<p>
<strong>Post your value set to your newly created Collaboration Site:</strong>
<br />
On the Collaboration pull down menu, select <strong>Post Value Set
Details</strong>.
Here, you can choose the Expansion Profile with
which you would like your value sets expanded when you send them to your
collaboration site. The default selection is "Most Recent
Code System Versions in VSAC. You can check the “Apply CMS eCQM QA Rulesâ€
that
contain CMS-defined quality assurance checks for
value sets to be published within the eCQM programs. You can also post a message
in
the Post Message textbox, to your collaborators,
so they are alerted to your posting and understand your reason for posting. Your
message will appear on your collaboration site Blog
dashlet. You can select draft and/or published value sets when you Post Value
Set
Details to Collab Site. This action will not
publish draft value sets into the public VSAC repository, and no external
implementation should ever use a draft value set.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail" src="fig9vsacmethodpost.jpg"
id="fig9" alt="Fig. 9: Post Value Set Details - VSAC Method"
title="Figure 9" />
<figcaption>Figure 9: Post Value Set Details - VSAC Method</figcaption>
</figure>
<br />
</li>
<li>
<p>
<strong>Visit your Collaboration Site:</strong>
<br />
On the Collaboration pull down menu, select Visit Site.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail" src="fig10vsacmethodvisit.jpg"
id="fig10" alt="Fig. 10: Visit Collaboration Site - VSAC Method"
title="Figure 10" />
<figcaption>Figure 10: Visit Collaboration Site - VSAC Method</figcaption>
</figure>
<br />
<br />
<p>Alternatively, you can navigate to your VSAC-method created collaboration site
through the Collaboration Management tab.</p>
<br />
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="fig11vsacmethodcollabtab.jpg" id="fig11"
alt="Fig. 11: Visit Collaboration Site - Collab Tab" title="Figure 11" />
<figcaption>Figure 11: Visit Collaboration Site - Collaboration Menu
</figcaption>
</figure>
<br />
</li>
</ol>
<br /><br />
<!-- End VSAC Method -->
<!--Start HQMF Method -->
<h4 id="hqmf-method">HQMF Method</h4>
<p>
The HQMF method is useful when you have used a tool like the <a
href="https://www.emeasuretool.cms.gov/">Measure Authoring Tool</a> that
produces an HQMF (.xml) file in which you have included VSAC value sets as data
elements.
The goal is to create a collaboration site
that will contain all of the value sets for your measure, so that you and your
collaborator(s) can discuss and share information about
those value sets within the context of your measure. When you create a collaboration
site
based on an HQMF file, VSAC will read the list
of value sets object identifiers (OIDs) that you included in your HQMF file, and VSAC
creates a collaboration site with a holding place
for each of those listed value sets in your measure. When you post value set details to
your
HQMF-method collaboration site, VSAC pushes
to the collaboration site the value set details of every value set listed in your HQMF
file.
Here, we show how you can create a
collaboration site using this HQMF method. You will first need to download your desired
HQMF
xml file from the Measure Authoring Tool,
or from another tool that produces HQMF xml.
</p>
<ol>
<li>
<p>In the Collaboration Management tab, click the <strong>Create HQMF Based Collab
Site</strong> button.</p>
</li>
<li>
<p>
Browse your local computer files to select your desired HQMF file that you have
already downloaded from a measure authoring tool
that produces HQMF files.
</p>
</li>
<li>
<p>Import your desired local HQMF file.</p>
<figure>
<img class="figure-img img-fluid img-thumbnail" src="fig12createhqmfsite.jpg"
id="fig12" alt="Fig. 12: Create HQMF Collab Site" title="Figure 12" />
<figcaption>Figure 12: Create HQMF Collaboration Site</figcaption>
</figure>
<br /><br /><br />
</li>
<li>
<p>
The Collaboration Site Details dialog will show you the measure information that
VSAC extracted from your HQMF file. VSAC assigns
the measure name as the Collaboration Site Name. You need to choose which of
your
steward groups you want for the Collaboration Site
Manager. You can also add or delete member value sets from your collaboration
site.
This delete action does not remove your selected
value sets from the actual measure or from VSAC, only from the collaboration
site if
you choose to do so. When you are satisfied
with your changes, choose the [<strong>Save</strong>] button to finalize
creation of
your HQMF based collaboration site. If you make
any changes to your actual measure (in the Measure Authoring Tool, for example),
you
will want to download the updated measure's
HQMF file to your computer and then choose Import HQMF to load the updated HQMF
file
to your collaboration site.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig13hqmfcollabsitedetails.jpg"
id="fig13" alt="Fig. 13: Collaboration Site Details" title="Figure 13" />
<figcaption>Figure 13: Collaboration Site Details</figcaption>
</figure>
<br /><br /><br />
</li>
<li>
<p>
Once you create your new HQMF based collaboration site, you may post your value
set
to the collaboration site. Your new
collaboration site will be essentially an empty shell until you post your
selected
value set details. Here is how to do that. When
you click the [<strong>Save</strong>] button in the previous Collaboration Site
Details dialog, the dialog window shows the active
Collaboration Site URL, and it provides a button at the bottom to <strong>Post
Value
Set Details to Collab Site</strong>. There are
several other ways to post your value set details to your collaboration site,
and we
will explore those options in a later section:
Schedule Automatic Expansions of Value Sets into VSAC Collaboration.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail" src="fig14hqmfpostvsdetails.jpg"
id="fig14" alt="Fig. 14: Post Value Set Details to an HQMF Collab Site"
title="Figure 14" />
<figcaption>Figure 14: Post Value Set Details to an HQMF Collaboration Site
</figcaption>
</figure>
</li>
</ol>
<br /><br />
<!-- End HQMF Method -->
<!-- End Create Collaboration Sites and Post Value Set Content from the VSAC Authoring Tool -->
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button type="button" class="usa-accordion__button" aria-expanded="false"
aria-controls="index-topic-4">
Change Site Visibility, Name, and Description
</button>
<div id="index-topic-4" class="usa-accordion__content usa-prose">
<ol>
<li>
<p>
To edit the details (visibility and permissions, name, or description) of a
collaboration site, visit a VSAC Collaboration site for
a value set that you created in VSAC Authoring.
</p>
</li>
<li>
<p>Notice a gear symbol in the top right corner of the Site Dashboard for your
value
set
site.</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig15editsitedetails.jpg"
id="fig15" alt="Fig. 15: Edit Site Details" title="Figure 15" />
<figcaption>Figure 15: Edit Site Details</figcaption>
</figure>
<br />
</li>
<li>
<p>Click the gear, revealing a pull down menu.</p>
</li>
<li>
<p>Choose <strong>Edit Site Details</strong>.</p>
</li>
<li>
<p>Observe the Edit Site Details dialog window:</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig16sitedetailswindow.jpg"
id="fig16" alt="Fig. 16: Edit Site Details Window" title="Figure 16" />
<figcaption>Figure 16: Edit Site Details Window</figcaption>
</figure>
<br />
</li>
<li>
<p>
Here, you can change your collaboration site <strong>Name</strong> and
<strong>Description</strong>. If you change the site Name and
Description in the Edit Site Details window, the changes will not be
reflected
in
VSAC Authoring. These labels are specific to VSAC
Collaboration only.
</p>
<p>
We encourage you to edit the site Name and Description for sites created
using
the
Custom method or HQMF method. However, we do not
recommend you edit the Name and Description of collaboration sites created
using
the
VSAC method because the site Name defaults to
your value set name in VSAC, and the Description defaults to the value set
OID
in
VSAC.
</p>
</li>
<li>
Observe the <strong>Visibility</strong> options. There are 3 levels of
visibility
available for collaboration sites:
<strong>Public</strong>, <strong>Public with Moderated site membership</strong>,
and
<strong>Private</strong>.
<br />
<ul>
<li>
We have set the default visibility for all VSAC Collaboration sites to
be
<strong>Public</strong>, which means the site is
searchable for users external to your group, and external users can view
your
content and contribute to discussion topics.
</li>
<li>
<strong>Public with Moderated site membership</strong>, which means the
site
is
searchable for users external to your group, but
you have control over who your site members are. You may add additional
members
to join your site, and external users can ask to
join your site, but this requires your approval. Users who are external
to
your
group will be able to find your collaboration
site, but the site will display only the site name and a blank page with
all
content hidden.
</li>
<li>
<strong>Private</strong> level of visibility renders your collaboration
site
undiscoverable and unsearchable to anyone who is not
a member of your group. Only your authors, stewards, and invited
collaborators
will have access to your collaboration site.
</li>
</ul>
</li>
</ol>
<br />
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button type="button" class="usa-accordion__button" aria-expanded="false"
aria-controls="index-topic-5">
Add Other People to be Members of a Collaboration Site
</button>
<div id="index-topic-5" class="usa-accordion__content usa-prose">
<p>1. Add other people to be members of a VSAC Collaboration site for a value set
that
you
created in VSAC Authoring.</p>
<p>
2. To add other people to a VSAC Colloboration site, you will need the
'managers'
user role
for the site. In the top right corner of the
Site Dashboard, click the <strong>person-shaped icon</strong> next to the [More]
button.
This will take you directly to the menu where
you can search for people to add to your site. Enter the name and/or UMLS
username
of
someone you would like to add to your site as a
collaborator. Only registered UMLS users can be added to your site. Non-UMLS
licensed users
who would like to join a VSAC Collaboration
Site may request a UMLS license <a
href="https://www.nlm.nih.gov/vsac/support/usingvsac/requestumlslicense.html">here</a>.
You may also
access the search menu by clicking on the [More] button, and then select Site
Members.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig17personicon.jpg"
id="fig17"
alt="Fig. 17: Use the Person-Shaped Icon to Navigate to the Search Menu"
title="Figure 17" />
<figcaption>Figure 17: Use the Person-Shaped Icon to Navigate to the Search Menu
</figcaption>
</figure>
<br />
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig18addmembers.jpg"
id="fig18" alt="Fig. 18: Search for users" title="Figure 18" />
<figcaption>Figure 18: Search for users</figcaption>
</figure>
<p>
3. After you select the user’s name, choose the new member's <strong> Role
</strong> for
the content site. You will need to select a
Role for each member you would like to add to the site. You may also assign the
same
Role to
all members in a single step by selecting
the <strong> [Set All Roles to]</strong> button and then selecting the desired
Role.
After
you have selected all of the members you wish
to add to your site, and have assigned a Role to each of them, click the
[<strong>Add
Users</strong>] button.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig19memberrolesandadd.jpg"
id="fig19" alt="Fig. 19: Assign a Role to each User and Add Members"
title="Figure 19" />
<figcaption>Figure 19: Assign a Role to Each User and Add Members</figcaption>
</figure>
<br />
<p><strong>Site Member Roles and Permissions:</strong></p>
<ul>
<li>
<p>
<strong>Managers</strong> have full rights to all site content - what
they
have
created themselves and what other site members have
created.
</p>
</li>
<li>
<p>
<strong>Collaborators</strong> have full rights to the site content that
they own;
they have rights to edit but not delete content
created by other site members.
</p>
</li>
<li>
<p>
<strong>Contributors</strong> have full rights to the site content that
they
own;
they cannot edit or delete content created by
other site members.
</p>
</li>
<li>
<p><strong>Consumers</strong> have view-only rights in a site; they cannot
create their
own content.</p>
</li>
</ul>
<br />
<p>
For more information, see the
<a href="http://docs.alfresco.com/5.0/references/permissions_share.html">Alfresco
Documentation: User roles and permissions</a>.
</p>
<br />
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button type="button" class="usa-accordion__button" aria-expanded="false"
aria-controls="index-topic-6">
View Value Set Content within Collaboration Site
</button>
<div id="index-topic-6" class="usa-accordion__content usa-prose">
<p>From within the VSAC Authoring Tool, access the Collaboration Content Site
for a specific
value set.</p>
<ol>
<li>
<p>Log in to <a href="https://vsac.nlm.nih.gov/">VSAC Authoring</a>.</p>
</li>
<li>
There are two ways to access a value set's content within a
collaboration site:
<br /><br />
<p>2.1 Accessing value set content through Collaboration Management tab:
</p>
<ul>
<li>
<p>Click on <strong>Collaboration Management</strong> tab.</p>
</li>
<li>
<p>
Choose the collaboration site that contains the value set
you want by
clicking the hyperlinked
<strong>Collaboration Site URL</strong>. This will navigate
you directly to
the Site Dashboard of the selected collaboration
site within VSAC Collaboration.
</p>
</li>
</ul>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="fig20selectcollabmanag.jpg" id="fig20"
alt="Fig. 20: View Value Set Content - Collaboration Management Tab"
title="Figure 20" />
<figcaption>Figure 20: View Value Set Content - Collaboration
Management Tab
</figcaption>
</figure>
<br />
<p>2.2 Accessing value set content through Authoring tab:</p>
<ul>
<li>
<p>Click the <strong>Authoring</strong> tab.</p>
</li>
<li>
<p>Choose your value set from <strong>My Value Sets</strong> by
clicking the
hyperlinked OID.</p>
</li>
<li>
<p>
In the orange menu bar, click <strong>Collaboration</strong>
and then select
<strong>Visit Site</strong> from the drop-down
menu. This will navigate you directly to the Site Dashboard
of the selected
collaboration site within VSAC Collaboration.
</p>
</li>
</ul>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="fig21selectauthoringtab.jpg" id="fig21"
alt="Fig. 21: View Value Set Content - Authoring Tab"
title="Figure 21" />
<figcaption>Figure 21: View Value Set Content - Authoring Tab
</figcaption>
</figure>
<br />
</li>
<li>
In the <strong>Value Set Site Content</strong> dashlet, click on the
hyperlinked file
name.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig22valuesetcontent.jpg"
id="fig22"
alt="Fig. 22: Select Value Set File to Open in Spreadsheet View"
title="Figure 22" />
<figcaption>Figure 22: Select Value Set File to Open in Spreadsheet
View
</figcaption>
</figure>
<br />
</li>
<li>
Use the [<strong>Next</strong>] and [<strong>Previous</strong>] buttons,
in the header
bar of the spreadsheet view, to view each tab
of the spreadsheet. Click the [<strong>+</strong>] and
[<strong>-</strong>] buttons to
adjust the viewing size.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig23viewsetcontent.jpg"
id="fig23" alt="Fig. 23: Value Set Content in Spreadsheet View"
title="Figure 23" />
<figcaption>Figure 23: Value Set Content in Spreadsheet View
</figcaption>
</figure>
<br />
</li>
</ol>
<br />
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button class="usa-accordion__button" type="button" aria-expanded="false"
aria-controls="index-topic-7">
Download an Excel Spreadsheet of Your Value
Set Content </button>
<div id="index-topic-7" class="usa-accordion__content usa-prose">
<p>From within your value set site in VSAC Collaboration, export a document
to your
local
environment.</p>
<ol>
<li>
<p>View the Excel file by clicking on the hyperlinked file name in
the Value Set
Site
Content dashlet.</p>
</li>
<li>
<p>Click the [<strong>Download</strong>] button in the header bar of
the
spreadsheet
view.</p>
</li>
</ol>
<p>
It is purposefully not within the scope of VSAC Collaboration to permit
file uploads
from
your local environment to VSAC Collaboration.
All value set creation and edits <strong>must</strong> take place within
the VSAC
Authoring
Tool.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig24downloadexcel.jpg"
id="fig24"
alt="Fig. 24: Download an Excel Spreadsheet of Your Value Set Content"
title="Figure 24" />
<figcaption>Figure 24: Download an Excel Spreadsheet of Your Value Set
Content
</figcaption>
</figure>
<br />
<p>
For more information, see the
<a href="http://docs.alfresco.com/5.0/tasks/library-item-download.html">Alfresco
Documentation: Downloading files</a>.
</p>
<br />
<br />
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button class="usa-accordion__button" type="button" aria-expanded="false"
aria-controls="index-topic-8">
Add Comments and Reply to Comments in a Discussion Thread
</button>
<div id="index-topic-8" class="usa-accordion__content usa-prose">
<p>
The Discussion Threads dashlet provides a space where site members
can post
comments
and
reply to comments about value set content
contained on that collaboration site. Each VSAC collaboration site
automatically
contains
three default discussion topics: Value Set
Usage, Value Set Purpose, and Value Set Content.
</p>
<p>Add a new comment or reply to a comment in a current topic in the
Discussion
Threads
dashlet:
</p>
<ul>
<li>
In the Discussion Threads dashlet, click the title of the topic
under which
you
want to
comment.
<br />
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig25clicktitleoftopic.jpg"
id="fig25"
alt="Fig. 25: Select a Topic Title in the Discussion Thread Dashlet"
title="Figure 25" />
<figcaption>Figure 25: Select a Topic Title in the
Discussion Thread
Dashlet
</figcaption>
</figure>
<br />
</li>
<li>
<p>
To add a new comment, click the <strong>Reply</strong> icon
on the far
right
of the
topic's heading page. Type your comment in the
<strong>Add Reply</strong> area and then click the
[<strong>Create</strong>]
button
at the bottom of your reply.
</p>
</li>
<li>
To reply to a comment, click the <strong>Reply</strong> icon
found on the
far
right of
the comments heading page. Type your reply in
the <strong>Reply to</strong> area and then click the
[<strong>Create</strong>]
button
at the bottom of your reply.
<br />
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig26addacomment.jpg"
id="fig26"
alt="Fig. 26: Add or Reply to a Comment in a Discussion Thread"
title="Figure 26" />
<figcaption>Figure 26: Add or Reply to a Comment in a
Discussion Thread
</figcaption>
</figure>
<br />
</li>
</ul>
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/concepts/discussions-intro.html">Alfresco
Documentation: The discussion forum</a>.
</p>
<br />
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button class="usa-accordion__button" aria-expanded="false"
aria-controls="index-topic-9">
Add, Edit, and Delete Discussion Topics
</button>
<div id="index-topic-9" class="usa-accordion__content usa-prose">
<p>
Site members can <a href="#add-new-topic">create new discussion
topics</a>
in
addition to
the default topics as needed. Site stewards
can also <a href="#edit-existing-topic">edit an existing topic's
title</a>
or <a href="#delete-a-topic">delete an existing topic</a>,
including default topics.
</p>
<h4 id="add-new-topic">Add a new topic in the Discussion Threads
dashlet:</h4>
<ul>
<li>
Click the <strong>(+) New Topic</strong> link in the top of
the
Discussion
Threads
dashlet. Type a new title in the Title text box and
add any desired text or tags. Click [<strong>Save</strong>]
when
finished.
The new topic
will now appear in the Discussion Threads
dashlet.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig27addnewtopic.jpg"
id="fig27"
alt="Fig. 27: Add a New Topic in the Discussion Threads Dashlet"
title="Figure 27" />
<figcaption>Figure 27: Add a New Topic in the Discussion
Threads
Dashlet
</figcaption>
</figure>
<br />
</li>
</ul>
<h4 id="edit-existing-topic">Edit an existing topic's title:</h4>
<ul>
<li>
<p>Click on the topic title (e.g., Value Set Usage) in the
Discussion
Threads dashlet.
</p>
</li>
<li>
<p>Click on the <strong>Edit</strong> link to the right of
the topic.
</p>
</li>
<li>
Remove the old topic title from the Title text box and
replace it with a
new
topic
title. Click the [<strong>Save</strong>] button
when finished.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig28editatopictitle.jpg"
id="fig28"
alt="Fig. 28: Edit a Topic in the Discussion Threads Dashlet"
title="Figure 28" />
<figcaption>Figure 28: Edit a Topic in the Discussion
Threads
Dashlet
</figcaption>
</figure>
<br />
</li>
</ul>
<h4 id="delete-a-topic">Delete a current topic in the Discussion
Threads
dashlet:
</h4>
<ul>
<li>
Click on the topic title (e.g., Value Set Usage) in the
Discussion
Threads
dashlet.
Click the <strong>(X) Delete</strong> link to the
right of the topic, and then confirm [<strong>Yes</strong>]
or
[<strong>Cancel</strong>]
in the subsequent popup.
<br /><br />
<p>
Please be aware that if you delete a topic you will lose
all of the
content located
within that topic thread. If you decide to
delete a topic please communicate this decision to your
fellow
collaborators prior
to removing the topic from the Discussion Threads
dashlet.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig29deleteatopic.jpg"
id="fig29"
alt="Fig. 29: Delete a Topic in the Discussion Threads Dashlet"
title="Figure 29" />
<figcaption>Figure 29: Delete a Topic in the Discussion
Threads
Dashlet
</figcaption>
</figure>
<br />
</li>
</ul>
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/concepts/discussions-intro.html">Alfresco
Documentation: The discussion forum</a>.
</p>
<br />
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button class="usa-accordion__button" type="button"
aria-expanded="false" aria-controls="index-topic-10">
Control Your VSAC Collaboration Email Notifications
</button>
<div id="index-topic-10" class="usa-accordion__content usa-prose">
<p>
You can control whether or not you receive VSAC
Collaboration
notifications
by email. To
review or change your notification settings:
</p>
<ol>
<li>
<p>Click on your name in the top black bar of VSAC
Collaboration.
</p>
</li>
<li>
Select <strong>My Profile</strong> to access your
<strong>User
Profile
Page</strong>.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig30myprofile.jpg"
id="fig30"
alt="Fig. 30: Select My Profile to Access Your User Profile Page"
title="Figure 30" />
<figcaption>Figure 30: Select My Profile to Access
Your User
Profile
Page
</figcaption>
</figure>
<br />
</li>
<li>
<p>Select <strong>Notifications</strong> in the features
bar at the
top.
</p>
</li>
<li>
If you wish to receive VSAC Collaboration notifications
by email,
check
the
<strong>Email Notification Feed</strong> checkbox and
then
click the [<strong>OK</strong>] button. If you do not
wish to
receive
email
notifications you will want to make sure the Email
Notification Feed checkbox is not checked and then click
the [OK]
button.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig31controlnotif.jpg"
id="fig31"
alt="Fig. 31: Email Notification Feed Checkbox"
title="Figure 31" />
<figcaption>Figure 31: Email Notification Feed
Checkbox
</figcaption>
</figure>
<br />
</li>
</ol>
<p>
You can also enable and disable the notifications for
specific sites. To
review or change
your notification settings for specific sites:
</p>
<ol>
<li>
<p>From the <strong>User Profile Page</strong>, select
<strong>Sites</strong> in the
features bar at the top.
</p>
</li>
<li>
A list of all your collaboration sites will be
displayed. You can
enable
or disable the
notifications for a specific site by clicking
on the [<strong>Enable Activity Feeds</strong>] or
[<strong>Disable
Activity
Feeds</strong>] button on the far right of the site.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig32controlsitenotif.jpg"
id="fig32"
alt="Fig. 32: Control Notifications for Specific Sites"
title="Figure 32" />
<figcaption>Figure 32: Control Notifications for
Specific Sites
</figcaption>
</figure>
<br />
</li>
</ol>
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/tasks/profile-notifications.html">Alfresco
Documentation: Controlling your email notifications</a>.
</p>
<br />
<!-- End Control Your VSAC Collaboration Email Notifications -->
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button class="usa-accordion__button" type="button"
aria-expanded="false" aria-controls="index-topic-11">
Manage Content in VSAC Collaboration
</button>
<div id="index-topic-11"
class="usa-accordion__content usa-prose">
<p>
The VSAC Collaboration Tool has multiple features that
will help you
manage site content.
These features include the ability to easily
<a href="#move-content-within-collaboration-site">move
files and
folders
within the current
site</a>,
<a href="#rename-content-within-collaboration-site">rename
content</a>,
<a href="#tag-content-within-a-site">tag content</a>,
and
<a href="#favorite-content-within-collaboration-site">create
favorites</a>.
</p>
<br />
<!-- Start Move Content within a Collaboration Site -->
<h4 id="move-content-within-collaboration-site">Move Content
within a
Collaboration Site</h4>
<p>
The VSAC Collaboration Tool has a drag and drop
functionality that
allows you to easily move
content around the site Document Library.
Please note, when you move a folder, all of its contents
move with
it.
</p>
<ol>
<li>
In the collaboration site Document Library, locate
the file or
folder you want to move.
Click on the thumbnail of the file or folder
and, without releasing the mouse button, drag the
content to its
new
location.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig33clickonthefile.jpg"
id="fig33"
alt="Fig. 33: Click and Drag Content You Want to Move"
title="Figure 33" />
<figcaption>Figure 33: Click and Drag Content
You Want to
Move
</figcaption>
</figure>
<br />
</li>
<li>
Release the mouse button to move the content.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig34dragandrelease.jpg"
id="fig34"
alt="Fig. 34: Release Mouse Button to Move Content"
title="Figure 34" />
<figcaption>Figure 34: Release Mouse Button to
Move Content
</figcaption>
</figure>
<br />
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig35newlocationforfile.jpg"
id="fig35"
alt="Fig. 35: Content Moves to New Location"
title="Figure 35" />
<figcaption>Figure 35: Content Moves to New
Location
</figcaption>
</figure>
<br />
</li>
</ol>
<p>
<strong>Note:</strong> The target folder must be visible
before you
move
the content. The
new location can be found in the panel on the
right hand side of the Document Library.
</p>
<br />
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/tasks/library-item-move-dragndrop.html">Alfresco
Documentation: Dragging and dropping content</a>.
</p>
<br />
<!-- End Move Content within a Collaboration Site -->
<!-- Start Rename Content within a Collaboration Site -->
<h4 id="rename-content-within-collaboration-site">Rename
Content within
a
Collaboration Site
</h4>
<p>You can quickly and easily rename the content within a
collaboration
site.</p>
<ol>
<li>Find the file or folder you want to rename in the
site Document
Library.</li>
<li>
Hover the cursor on the content name to display the
<strong>pencil
icon</strong>.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig36editcontentpencil.jpg"
id="fig36"
alt="Fig. 36: Use the Pencil Icon to Edit Content Name"
title="Figure 36" />
<figcaption>Figure 36: Use the Pencil Icon to
Edit Content
Name
</figcaption>
</figure>
<br />
</li>
<li>
Click the pencil icon to enter edit mode. Change the
name of the
content and then click
the <strong>Save</strong> icon to the right of
the text field or hit [<strong>ENTER</strong>] on
your keyboard.
Click the
<strong>Cancel</strong> icon to exit editing mode
and keep
the current content name.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig37newcontentname.jpg"
id="fig37" alt="Fig. 37: Rename the Content"
title="Figure 37" />
<figcaption>Figure 37: Rename the Content
</figcaption>
</figure>
<br />
</li>
</ol>
<p><strong>Note:</strong> Please do not change the filename
extension.
</p>
<br />
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/tasks/library-item-rename.html">Alfresco
Documentation: Renaming content</a>.
</p>
<br />
<!-- End Rename Content within a Collaboration Site -->
<!-- Start Tag Content within a Collaboration Site -->
<h4 id="tag-content-within-a-site">Tag Content within a
Collaboration
Site
</h4>
<p>
To make content easier to find you can create and manage
tags for
files
and folders in the
collaboration site document library. To add
or edit tags for files and folders:
</p>
<ol>
<li>
Navigate to the collaboration site's document
library by
selecting
the <strong>Document
Library</strong> icon, located on the Site
Dashboard menu in the upper-right hand corner. Find
the content
(file or folder) you
want to tag.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig38documentlibraryicon.jpg"
id="fig38"
alt="Fig. 38: Select the Document Library Icon"
title="Figure 38" />
<figcaption>Figure 38: Select the Document
Library Icon
</figcaption>
</figure>
<br />
</li>
<li>
Hover your cursor over the <strong>No Tags</strong>
label to
display
the <strong>pencil
tag icon</strong>. If the file already has a
tag, hover your cursor on the tag to display the
pencil tag
icon.
Click the pencil tag
icon.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig39hoveronnotag.jpg"
id="fig39"
alt="Fig. 39: Select the Pencil Tag Icon"
title="Figure 39" />
<figcaption>Figure 39: Select the Pencil Tag
Icon
</figcaption>
</figure>
<br />
</li>
<li>
<ul>
<li>
<strong>Add a new tag:</strong> Type the tag
name in the
textbox and then press
<strong>ENTER</strong> on your keyboard. The
tag
name can be one or more words.
</li>
<li>
<strong>Edit an existing tag:</strong> Click
the tag you
wish to edit to enter
edit mode. Change the tag name and then
press
<strong>ENTER</strong> on your keyboard.
</li>
<li><strong>Remove a tag:</strong> Click on the
<strong>(X)</strong> to the right of
the tag you wish to remove.
</li>
</ul>
<br />
</li>
<li>
Click the [<strong>Save</strong>] button when you
are finished
adding, editing, or
removing a tag.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig40createnewtag.jpg"
id="fig40"
alt="Fig. 40: Click Save Button to Create a New Tag"
title="Figure 40" />
<figcaption>Figure 40: Click Save Button to
Create a New Tag
</figcaption>
</figure>
<br />
</li>
</ol>
<p>
To display all content with a specific tag, click on the
desired tag
located either below
the content in the document library or in the
panel on the right hand side of the Document Library.
</p>
<p>You can also search for content using tags as the search
term.</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig41useatag.jpg"
id="fig41" alt="Fig. 41: How to Use a Tag"
title="Figure 41" />
<figcaption>Figure 41: How to Use a Tag</figcaption>
</figure>
<br />
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/tasks/library-item-tag-inline.html">Alfresco
Documentation: Tagging content</a>.
</p>
<br />
<!-- End Tag Content within a Collaboration Site -->
<!-- Start Favorite Content within a Collaboration Site -->
<h4 id="favorite-content-within-collaboration-site">Favorite
Content
within
a Collaboration Site
</h4>
<p>
You can use the <strong>Favorite</strong> action to mark
library
content
that you access
often. This will add the content to your
<strong>My Favorites</strong> tab in the sidebar located
on the
right
hand side of the page.
</p>
<ol>
<li>
In the Document Library, locate the content you want
to mark as
a
Favorite.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig42favoritecontent.jpg"
id="fig42"
alt="Fig. 42: Locate Content to Mark as Favorite"
title="Figure 42" />
<figcaption>Figure 42: Locate Content to Mark as
Favorite
</figcaption>
</figure>
<br />
</li>
<li>
Click on the <strong>star icon</strong> located
under the
content
information.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig43favoriteiconclicked.jpg"
id="fig43"
alt="Fig. 43: Click on Star Icon to Favorite Content"
title="Figure 43" />
<figcaption>Figure 43: Click on Star Icon to
Favorite
Content
</figcaption>
</figure>
<br />
</li>
</ol>
<p>
The star icon changes once it is clicked to let you know
that the
content has been added to
your list of favorites. Click the star icon
again to remove the content from your favorites list.
Check your
<strong>My
Favorites</strong> folder in the sidebar to see the
content
you added.
</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig44myfavoriteslist.jpg"
id="fig44"
alt="Fig. 44: My Favorite Documents and Folders"
title="Figure 44" />
<figcaption>Figure 44: My Favorite Documents and Folders
</figcaption>
</figure>
<br />
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/tasks/library-item-favourites.html">Alfresco
Documentation: Favoriting content</a>.
</p>
<br />
<!-- End Favorite Content within a Collaboration Site -->
<!-- End Manage Content within a Collaboration Site -->
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button class="usa-accordion__button" type="button"
aria-expanded="false" aria-controls="index-topic-12">
Manage Site Members
</button>
<div id="index-topic-12"
class="usa-accordion__content usa-prose">
<p>
Collaboration Site managers can edit a member's role
and remove
a
member from the site. To
change a member's role or to remove a member
from a site, a <strong>site manager</strong> should
do the
following:
</p>
<ol>
<li>
In a collaboration site, select the
<strong>More</strong>
icon
in the Site Dashboard
menu, located in the top-right corner. Click on
<strong>Site Members</strong>.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig45sitemembers.jpg"
id="fig45"
alt="Fig. 45: Manage Site Members"
title="Figure 45" />
<figcaption>Figure 45: Manage Site Members
</figcaption>
</figure>
<br />
</li>
<li>Select <strong>People</strong> in the Members
component.
</li>
<li>
Search for the site member whose role you want
to change by
typing a full or partial
name in the search box, or leave the search box
empty to display all members.
</li>
<li>
Click the current role and select a new role
from the list.
See
below for a description
of member roles and permissions.<br />
<p>Site Member Roles and Permissions:</p>
<ul>
<li>
<p>
<strong>Managers</strong> have full
rights to
all
site content - what they
have created themselves and what
other site
members
have created.
</p>
</li>
<li>
<p>
<strong>Collaborators</strong> have
full rights
to
the site content that
they own; they have rights to edit
but not
delete
content created by other site
members.
</p>
</li>
<li>
<p>
<strong>Contributors</strong> have
full rights
to
the site content that they
own; they cannot edit or delete
content created
by
other site members.
</p>
</li>
<li>
<p><strong>Consumers</strong> have
view-only rights
in a
site; they cannot
create their own content.</p>
</li>
</ul>
</li>
</ol>
<br />
<p>To <strong>remove</strong> a member from your site
click the
[<strong>Remove</strong>]
button.</p>
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig46removeasitemember.jpg"
id="fig46" alt="Fig. 46: Remove Site Members"
title="Figure 46" />
<figcaption>Figure 46: Remove Site Members
</figcaption>
</figure>
<br />
<p>
For more information, see the
<a
href="http://docs.alfresco.com/5.0/concepts/members-manage.html">Alfresco
Documentation:
Managing site members</a>.
</p>
<br />
<!-- End Manage Site Members -->
</div><!-- end accordion content-->
<h4 class="usa-accordion__heading">
<button class="usa-accordion__button" type="button"
aria-expanded="false"
aria-controls="index-topic-13">
Approve or Reject Requests to Join Your
Collaboration Site
</button>
<div id="index-topic-13"
class="usa-accordion__content usa-prose">
<p>
External users may wish to join your
collaboration site. If
an
external user submits a
request to join your collaboration site and your
site has a <a href="#visibility">Visibility</a>
of
<strong>Public, Moderated site
membership</strong>, the site manager(s)
will receive
an email notification. To approve or reject an
external
user's
request to join your site,
the site manager should:
</p>
<ol>
<li>
Click on the link provided in the email.
Below is an
example
of the email notification:
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig47sampleemail.jpg"
id="fig47"
alt="Fig. 47: Click on the Link in the Email to Review a User's Request"
title="Figure 47" />
<figcaption>Figure 47: Click on the Link
in the
Email to
Review a User's Request
</figcaption>
</figure>
<br />
</li>
<li>
The link will bring you to the
<strong>Pending
Requests</strong> page in VSAC
Collaboration. Access the user's request by
clicking on
the <strong>[View]</strong> button.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig48clickonbutton.jpg"
id="fig48"
alt="Fig. 48: Click on Edit Task Button"
title="Figure 48" />
<figcaption>Figure 48: Click on View
Button
</figcaption>
</figure>
<br />
</li>
<li>
You may approve or reject the request by
clicking on the
<strong>[Approve]</strong> or
<strong>[Reject]</strong> buttons. An
automated
email will then be sent to the user
informing them of
your
decision. You may use the
comment box to provide the user with
additional
information regarding the reason for their
request being
approved or rejected
(optional). After selecting approve or
reject, the task
box will close and the task will be marked
as completed.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig49approveorrejectrequest.jpg"
id="fig49"
alt="Fig. 49: Approve or Reject the User's Request"
title="Figure 49" />
<figcaption>Figure 49: Approve or Reject
the User's
Request</figcaption>
</figure>
<br />
</li>
<li>
The automated email response sent to the
external user
includes your decision (approved
or rejected) and any additional information
you provided in the Comment box.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig50automatedemailresponse.jpg"
id="fig50"
alt="Fig. 50: Automated Email Reponse Sent to User"
title="Figure 50" />
<figcaption>Figure 50: Automated Email
Repsonse Sent
to
User</figcaption>
</figure>
<br />
</li>
<li>
To review your previously completed external
user
requests,
go to your My Tasks page and
select on the <strong>Completed</strong>
link
on the left-hand side of the page. Locate
the desired
completed task and click on the
<strong>[View Workflow]</strong> button. The
Workflow Details page allows you to review
the user's
request and the decision made
(approved or rejected). You can also see any
comments you provided to the user.
<figure>
<img class="figure-img img-fluid img-thumbnail"
src="//www.nlm.nih.gov/vsac/support/vsaccollaboration/fig51workflowuserrequest.jpg"
id="fig51"
alt="Fig. 51: View Completed External User Request Workflow"
title="Figure 51" />
<figcaption>Figure 51: View Completed
External User
Request Workflow</figcaption>
</figure>
</li>
</ol>
<br />
</div><!-- end accordion content-->
</div><!-- end accordion-->
</div><!-- end column-->
</div><!-- end row-->
<p class=”margin-top-5”><small>Last Reviewed: May 26, 2022</small></p>
</div>
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