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Anton Fothergill posted an update 3 years, 5 months ago
Does anyone else have problems with all Notes & Documents being automatically marked as private when loaded TFcloud? We have discovered that Self-Service Users can’t review Service Sheets/Worksheets relating to works on their sites due to them being marked as private not public.
Further to Anton’s comment we would be grateful to hear from any other users who would prefer notes and documents to appear as public by default in tf cloud.
Tom, it does seem a bit like a sledgehammer to crack a nut approach to default all notes and documents to private on the basis that I would expect 9 out 10 to be ‘public’.
Certainly for us that is the case but I accept we may not be typical and that you would need to look at all clients and how often Private notes and documents occur.
If it were found to vary per client then perhaps this could be configured by the client’s sysman so we could make our own decision?
Hi Patrick,
I think it being set by user would be a good idea. The main issue for us is that Contract Users don’t appear to have the option to set documents to Private and Self-Service Users can’t see documents unless they are Public. Our Site Contacts are Self-Serve users (approx. 100+) and they have responsibility to audit their sites compliance certificates which currently they can’t see. I have proposed to TF that a setting on the user groups could work, i.e. when setting permissions for the Groups you have the option to select whether they see public or private documents. This would then stop Contractors being able to see other Contractors quotes & invoices. I’m just awaiting feedback from TF if this is feasible.
Sorry Anton, I was not even aware that the Contract Users cannot even see the Private option!
We are about to set our contractors up shortly for Helpdesk and Inspections for the first time and so I think this might prove to be a problem for us.
I think your idea sounds like a sensible one.
TF are looking into this particularly around Certificates but we have other documents i.e, RAM’s, Permits which the Contractor needs to upload and would be good if they were viewable by all users.
We are currently using Helpdesk & Instructions (interfaced through our Oracle system), Inspections, Property Register and are in the process of launching Estates & Condition Surveys. If you need any advice or info on what we’ve encountered let me know.
Thanks Anton, I may well take you up on the offer.
Also, can you explain which organization you work for; your profile says CMBC. Thanks.
I work for Calderdale Council