F2 Manager configuration options

The configuration of F2 Manager is performed on an installation level to fit your organisation and your working procedures. The following can be configured in cooperation with cBrain:

  • It is possible to restrict a user’s access so they can only log in via F2 Manager. This means that the user is excluded from using F2 Desktop and F2 Touch.

  • It is possible to restrict users' login to F2 Manager and F2 Manager Intune so they can only log in through Microsoft Authentication Library (MSAL). This requires the configuration of AD FS login and that this is set up as preferred login method on the user’s iPad.

  • The system can be configured so that ministers can only be added to meetings by users with the “On behalf of minister” standard role. This can also be applied to permanent secretaries using the “On behalf of permanent secretary” standard role.

  • The default value for adding records to ad hoc meetings (Automatically/Manually) can be configured to apply for all users.

  • The default time periods for when a case is available on the iPad can be configured so the values are convenient to the organisation.

  • It is possible to configure the approval processing options of an F2 Manager user with the gateway approval function. The F2 Manager user can either have full access to all return options or be limited to either conditionally return or approve.

  • Approvals received for copy orientation disappear after 30 days by default, but this can be configured to fit the organisation’s needs.

  • It is possible to keep chat-oriented approvals on the iPad even when finally approved. If this configuration is applied, approvals remain on the iPad for a limited number of days - typically seven days.

  • The Send directly processing option can be activated. Send directly enables F2 Manager users to send approvals directly to the gateway approver, bypassing the gatekeeper.

  • It is possible to configure the display of approval documents, so they are either shown in a separate record and approval documents or as one collected document.

  • The size of the history log can be configured. The synchronisation time may increase as a consequence of the increased amount of data.

  • The title of annotation documents created as part of an approval mentions the user who made the annotations. By default, the user is referred to by their username in F2. For example, the user Maisy Moore would be listed as "MM" in the title of an annotation document. It is possible to configure how the title refers to the user so that Maisy Moore, for example, is referred to by her full name or by her initials as specified in the participant register.

  • It is possible to disable the automatic quick guide in F2 Manager.