Introduction to administrative tasks

Setup and administration of F2 is done by a user with F2 administrator privileges. Privileges grant users the rights to handle different administrative tasks and are assigned through roles.

In F2 there are four predefined administrator roles:

  • Administrator

  • User administrator

  • Business administrator

  • Technical administrator.

The predefined administrator roles and their corresponding privileges are further described in the Administrator roles section. They all include special privileges to set up and change the basic functionality of F2.

Administrator tasks in F2

Many administrative functions can be performed in F2’s user interface directly. These functions are typically managed by a user with an administrator role.

The typical administrative tasks can be split into these categories:

  • User administration:

    • Users, units and role types.

    • Privileges.

    • Access security and security groups for confidential case areas, e.g. HR.

    • Delegating administrative tasks using system roles and privileges.

  • Communication:

    • The external participant register.

    • Distribution lists.

  • Setup of the user interface for F2’s main window:

    • Fixed searches.

    • The column layout in the result list.

  • Setup of the user interface for the record window:

    • Document templates.

    • Keywords.

    • Flags for personal and unit control.

  • The administration of various value lists e.g. progress codes and file plans.

The user interface for F2 administrators

Administrators and standard F2 users share the same user interface. However, administrators have a number of extra functions at their disposal.

Many administrator tasks are accessed from the “Administrator” tab in F2’s main window. Administrator-related functions for the setup and maintenance of F2 are found in the ribbon.

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Figure 1. The ribbon of the “Administrator” tab in the main window
The menu items available on the ribbon of the administrator tab depend on the administrator’s privileges and which add-on modules are included in the F2 installation. Users may experience that some functions described or shown here are not available in their F2 installation.