Workspace Manager Toolkit
By Casey1 author6 articles
- Product Module Managers: Role Overview and AssignmentLearn what the Product Module Manager role can do in Kivo and how Workspace Managers assign it. Manage cabinets, folders, permissions, and active workflows within scoped modules, without granting full…
- Managing Document and Form TemplatesSet up reusable document and activty form templates in Kivo. Designate a source folder, tag templates, link them to destination folders, and let users create new documents from approved templates…
- Assigning Permissions to Documents, Folders, Submissions, the eCTD Viewer, and Regulatory AccessGrant users and groups access to documents, folders, submissions, the eCTD viewer, and Regulatory Access from Manager mode.
- Creating a New FolderAdd a new folder inside a cabinet or parent folder from Manager mode.
- Editing Folder Details, Tags, and Workflow SettingsUpdate a folder's details, tags, and assigned workflow from Manager mode in Kivo.
- Document Controls: Editing Control Numbers, Effective Dates, and Review Dates on Approved DocumentsWorkspace Managers can use the Document Controls tab in Manager Mode to edit a document's control number, effective date, review-by date, and periodic review date on approved documents without creating…