Creating a workspace record
As a workspace owner, manager or administrator in an Objective ConnectEnterprise edition, you can create a workspace record that is an audit of every action and interaction across the entire collaboration event. The workspace record is an executive-ready report.
The workspace record can be generated for any newly created active workspace. It cannot be created for an active workspace that was created prior to the release of the feature for creating a workspace record (26 September 2018 in APAC & 7 October 2018 in the UK).
The workspace record can also be generated for a workspace that has been closed within the last 90 days since the initiation of the feature for creating a workspace record for closed workspaces (19 November 2018 in APAC & 21 November 2018 in the UK).
When a workspace is closed, workspace owners are prompted to create a full workspace record or workspace audit. They won’t be able to select what sections to include in the workspace record.
- In Objective Connect, go to the workspace for which you wish to create a record.
- Select in the top right-hand corner then .
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In the Workspace record dialog box, select the sections you wish to include in the record.
Select All to include all the listed sections or tick the checkboxes of those sections you wish to include in the report. A Workspace Summary is always included.
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Select .
The Workspace record is created as a PDF in your Downloads folder.
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In Objective Connect, select your username in the top right-hand corner of the page and choose the Enterprise / workgroup option from the drop-down menu.
The Workgroup page displays.
- In the Workspaces section of the Workgroup page, select
in the Actions column for the workspace, then . -
In the Workspace record dialog box, select the sections you wish to include in the record.
Select All to include all the listed sections or tick the checkboxes of those sections you wish to include in the report. A Workspace Summary is always included.
-
Select .
The Workspace record is created as a PDF in your Downloads folder.
As a workspace owner/manager
- Go to the workspace for which you wish to create a record.
- Select in the top right-hand corner then .
-
In the Workspace record dialog box, select the sections you wish to include in the record.
Select All to include all the listed sections or tick the checkboxes of those sections you wish to include in the report. A Workspace Summary is always included.
-
Select .
The workspace record is created and displayed on your screen. You can save it to your cloud storage or share with others using your email or any messaging tool.