Document owner

Document owners identify the individual responsible for reviewing and maintaining document content. You can use Document Owners to assign content responsibility, assign owners to individual or multiple documents, and configure owner email notifications.

Assigning an owner from the Owner report

  1. Log in to the HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. If the document is not yet published, click Edit. If it is published, select the name of the document.
    If the document isn't checked out by another user, it becomes checked out and available for editing. If the document is checked out by another user, you can't check out the document until the other user checks it in.
  5. Select Tools > Details.
  6. Scroll to the Advanced Settings section.
  7. Specify this information:
    Owner
    Specify the name of the user responsible for the document.
    Owner Email
    Specify the email address of the document owner.

Assigning an owner to multiple documents

  1. Log in to the HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Reports > Owner.
  5. Select the check boxes of the document to update.
  6. Click Update Owner.
  7. Specify this information:
    Owner
    Specify the name of the user responsible for the document.
    Owner Email
    Specify the email address of the document owner.
  8. Click Ok.

Enabling and configuring owner email notifications

  1. Log in to the HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Notifications > Owner Email.
  5. Ensure that Enabled is switched on.
  6. In Days Prior to Review Date section, specify the number of days before the review date to send the reminder email. The default number is one.
  7. Click Update.