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Generating a Workspace Summary

Generate a summary of your workspace on a periodic basis. This will enable you to view the current state of your workspace. After generating the summary, edit the document so that it includes a brief description on the content of the summary.

Your security role must have permission to create workspace summaries. For more information, see "About Security Permissions".

To generate a workspace summary

  1. Open the Workspace Summaries register from the Workspaces work area.
  2. Click Generate Summary.

    3. Proliance prompts you to confirm you want to create a workspace summary.

  3. Click Yes.

    4. Proliance creates and displays the workspace summary.