How to manage Mandatory Favourites for users?

With the new "Offline Documents" feature, authorised personnel can now set documents as Favourites for other users, so they can access them in the Offline mode on PWA (Progressive Web Application).

Manage Favourites is the sub-area of Document Library, allowing authorised users to set Favourites for Personnel to access via PWA.

To access the area, you need to have the below access level:

1. Accessing the Manage Favourites page

2. Editing Favourites

3. Removing Favourites

4. Adding Favourites

1. Accessing the Manage Favourites page

1. Go to the Library via the side menu.
   
   
   
   
   
   
2. Click on the Manage Favourites button at the top of the Document Table.
   
   
   
   
   
   
3. You will be taken to the below page:
   
   
   
   

   The hierarchy tree on the left shows the folders available but also says how many and which users do not have access to view specific folders. These users will not show as available when assigning this folder as a Favourite to staff. For more information on access and permissions see: Understanding Access

   The table on the right shows all folders and files that have been Favourited, as well as personnel selected. If the right side is empty, it means no folders have been Favourited.

   
   
   Every time a user opens the Document Library in PWA, it will auto-synchronize to check whether there are any new Favorites available. When the synchronisation is complete, the Sync Status column on this page updates with their name added.

2. Editing Favourites

1. Click on for the item.
   
   
2. Amend the personnel selection in the Base/Department hierarchy tree.
   
   
3. When done, press Update button to save your changes.
   
   
   
   
   

3. Removing Favourites

1. Select files to remove by clicking checkboxes on the left-hand side of the items.
   
   
2. Click "Unfavourite item(s) for all users" button
   
   
   
   
3. Confirm your decision in the pop up window.
   
   

4. Adding Favourites

1. In the top, right corner of the Manage Favourites page, click on the "+ Add Favourites" button.
   
   
   
2. Select a folder or file in the dropdown list (it must exist in the Document Library).
   
   
   
   The folders will show as a plain name, while the files will have a relevant extension after the file name.
   
   
   You can only set folders as Mandatory Favourites if they have files within. If you choose a folder with no files, it will not be saved as a Favourite.
   
   
   
3. Choose the Base / Department / Personnel to allocate a Favourite to.
   
   
4. Click Update.
   
   
   
   

You can also manage the Favourites directly from the Document Library:

1. Right-click on the folder or a file.
2. Choose "Edit File" or "Edit Folder".
3. Assign personnel for whom the file/folder will be favourited.
   
4. Click Update.