Feature setting overview

The following tables help to provide an overview of the feature settings you can enable or disable in WorkZone.

The table lists the all feature settings that are accessible through WorkZone Configurator, indicating if a feature setting is enabled during initial installation of WorkZone (Enabled by default). The table also provides a short description of the results of enabling or disabling the specific feature setting. Note that feature settings that cannot be disabled are also included in the table.

Finally, any other information relevant to the feature setting is listed in the Additional notes column.

Feature settings overview

Feature setting Enabled by default Description Additional notes

Activities

  

 

The Case Activities feature setting in WorkZone Process must also be enabled.

Advanced PDF

Y

If the feature is enabled

  • The Advanced PDF pane is available in WorkZone Client to display and read PDF documents.
    The Preview pane which uses the standard WorkZone PDF Viewer is still available and set as the default PDF viewer.

If the feature is disabled

  • This feature cannot be disabled.

This is the free version of Apryse (previously known as PDFTron), a third-party product which is included in the initial WorkZone installation.

The Preview pane in WorkZone Client must be configured to display the Advanced PDF pane, which can also be made the default PDF viewer in WorkZone Client.

See Also

Installation and activation of PDF Tron

Advanced PDF > Annotations

 

If the feature is enabled

  • Annotation features are available in the Advanced PDF pane in WorkZone Client.

If the feature is disabled

  • Annotation features are not available in the Advanced PDF pane in WorkZone Client.

This functionality requires the purchase and installation of a separate Annotation and Redaction license to the 3rd party product PDF Tron.

See Also

Installation and activation of PDF Tron

Advanced PDF > Annotations >

Advanced editing

  

If the feature is enabled

  • Annotation, redaction and advanced editing features are available in the Advanced PDF pane in WorkZone Client.

If the feature is disabled

  • Annotation, redaction and advanced editing features are not available in the Advanced PDF pane in WorkZone Client.

This functionality requires the purchase and installation of a separate Advanced Editing license to the 3rd party product PDF Tron.

See Also

Installation and activation of PDF Tron

Advanced PDF > Annotations >

Redaction

  

If the feature is enabled

  • Annotation and redaction features are available in the Advanced PDF pane in WorkZone Client.

If the feature is disabled

  • Annotation and redaction features are not available in the Advanced PDF pane in WorkZone Client.

This functionality requires the purchase and installation of a separate Annotation and Redaction license to the 3rd party product PDF Tron.

See Also

Installation and activation of PDF Tron

Agenda Management

  

This feature setting enables use of the Ditmwer Agenda Management module, a third party product.

If the feature is enabled

  • WorkZone Client users can create, edit and preview agenda items based on a case in WorkZone and also access, edit and maintain the same agenda items through the Agenda Management module by Ditmer.
  • The Case preparation detail tab will be available in the Case detail page for Agenda Management tasks.

If the feature is disabled

  • WorkZone Client users can not create, edit and preview agenda items in WorkZone
  • Users can access, edit and maintain agenda items only through the Agenda Management module by Ditmer.
  • The Case preparation detail tab is not available in the Case detail page for Agenda Management tasks.

The Ditmer Agenda Management module is installed automatically when WorkZone is installed, but integration to the module is not enabled by default.

System administrators must in addition to enabling the Agenda Management feature, also correctly set up and configure integration to Ditmer Agenda Management by defining correct OAuth2 framework URLs and credentials.

If users want to access their agenda management items through the Agenda Management module by Ditmer instead of through WorkZone, Agenda Management log on credentials (user name and password) must also be obtained.

See Also

Agenda Management settings

Chat

  

 

 

Configuration inheritance

N

This feature enables inheritance of the unit configurations saved as Unit configuration with inheritance for subunits to all the subunits and subunits down the hierarchy.

If the feature is enabled

  • Unit configurations saved as Unit configuration with inheritance for subunits are applied to all the subunits and subunits down the hierarchy.

If the feature is disabled

  • Unit configurations saved as Unit configuration with inheritance for subunits are applied only to the users directly in that unit (no difference from the Unit configuration, no inheritance).

 

CPR

  

 

The CPR Integration feature setting in WorkZone Content Server must also be enabled.

A contract must be obtained with the hosting service provider for the CPR system. The contract contains essential log-in information for connection to the CPR system as well as permitting you to extract data from the CPR system.

The CPR connection also be correctly configured in WorkZone.

See Also

About CPR Integration

CVR

 

 

The CVR Integration feature setting in WorkZone Content Server must also be enabled.The following must also be completed:

  • Create contact types J and V in WorkZone
  • Obtain a CVR Online subscription.
  • Create and set up a Datafordeler service user.
  • Obtain a FOCES certificate.
  • Grant access to the Datafordeler website.

See Also

About CVR Integration

Drag and drop files

Y

Allows adding files from the file system via dragging and dropping them to cases.

The Explorer feature setting must also be enabled?

Explorer

 

 

 

Import from WorkZone

 

 

 

Meeting

 

 

The Meeting feature setting inWorkZone 365 > Microsoft Office > Outlook must also be enabled.

Notes

 

 

 

Office Online

 

 

 

Process

 

 

The feature settings relevant for your use of WorkZone Process must also be enabled.

Templafy integration

 

This feature setting enables use of Templafy One, a third-party product .

If the feature is enabled

  • Users can create Microsoft Word, Excel or PowerPoint documents in WorkZone Client based on your organization's Templafy templates.

If the feature is disabled 

  • Users cannot create Microsoft Word, Excel or PowerPoint documents based on Templafy templates.
    This affects only access to templates created and maintained using the Templafy third-party product. Ordinary use of Microsoft Office, including use of ordinary Office templates, is unaffected.
  • Your organization must create a account at Templafy and Templafy log-in credentials (user name and password) must be available.
  • Connection to Templafy must be correctly set up in WorkZone Configurator.
    See Templafy settings
  • Your organization can create, maintain and delete your Templafy templates on the (external) Templafy website.

Templafy integration > Templafy Hive

 

This feature setting enables use of Templafy Hive, a third-party product .

If the feature is enabled

  • Users can create Microsoft Word, Excel or PowerPoint documents in WorkZone Client based on your organization's Templafy templates.

If the feature is disabled 

  • Users cannot create Microsoft Word, Excel or PowerPoint documents based on Templafy templates.
    This affects only access to templates created and maintained using the Templafy Hive third-party party product. Ordinary use of Microsoft Office, including use of ordinary Office templates, is unaffected.
  • Your organization must create a account at Templafy and Templafy log-in credentials (user name and password) must be available.
  • Connection to Templafy must be correctly set up in WorkZone Configurator.
    See Templafy settings
  • Your organization can create, maintain and delete your Templafy templates on the (external) Templafy website.
Feature setting Enabled by default Description Additional notes

3rd Party Organizational Import

Y

This feature cannot be disabled.

 

Archive

Y

This feature cannot be disabled.

 

ContentService

Y

This feature cannot be disabled.

 
Corporate Access Codes

Y

This feature cannot be disabled.

 
CPR

N

 

The CPR feature setting in WorkZone Client must also be enabled.

A contract must be obtained with the hosting service provider for the CPR system. The contract contains essential log-in information for connection to the CPR system as well as permitting you to extract data from the CPR system.

The CPR connection also be correctly configured in WorkZone.

See Also

About CPR Integration

Cultures

Y

This feature cannot be disabled.

 

CVR

N

 

The CVR feature setting in WorkZone Client must also be enabled.

The following must also be completed:

  • Create contact types J and V in WorkZone
  • Obtain a CVR Online subscription.
  • Create and set up a Datafordeler service user.
  • Obtain a FOCES certificate.
  • Grant access to the Datafordeler website.

See Also

About CVR Integration

CVR > CVR Update

N

 

The CVR feature setting in WorkZone Client must also be enabled.

The CVR Integration feature setting in WorkZone Content Server must also be enabled.

The following must also be completed:

  • Create contact types J and V in WorkZone
  • Obtain a CVR Online subscription.
  • Create and set up a Datafordeler service user.
  • Obtain a FOCES certificate.
  • Grant access to the Datafordeler website.
  • Create and set up a KMD Logic account.
  • Configure access to KMD Logic.

See Also

About CVR Update

Database

Y

This feature cannot be disabled.

 

Enforce Access Code Inheritance

N

If the feature is enabled

  • Inherited access rights are shown in WorkZone Client, but users will not be able to clear the Restricted by case and Restricted by document check boxes in the Edit read access and Edit Write access dialogs.

See Also

Inheritance of access rights

FESD Data

Y

This feature cannot be disabled.

 

Import Manager Sources

Y

This feature cannot be disabled.

 

List users with global access in Read/WriteAccessUsers collections

N

 

 
Standard DB

Y

This feature cannot be disabled.

 

State

Y

This feature cannot be disabled.

 
Feature setting Enabled by default Description Additional notes

Content Server Case Facets

N

 

 
Feature setting Enabled by default Description Additional notes

Content Server Document Facets

N

 

 
Feature setting Enabled by default Description Additional notes

Microsoft Office

Y

This feature cannot be disabled.

 
Microsoft Office > Excel

N

 

 

Outlook

Y

This feature cannot be disabled.

 
Outlook > Mail

N

 

 
Outlook > Meeting

N

 

WorkZone Office server must be installed.

User’s manifest files must be uploaded
Powerpoint

N

 

 
Word

N

 

 
Feature setting Enabled by default Description Additional notes

WorkZone Configurator

Y

This feature cannot be disabled.

 
Feature setting Enabled by default Description Additional notes

Workzone for Office, MS Office

Y

This feature cannot be disabled.

 
Feature setting Enabled by default Description Additional notes

Mass dispatch process

N

 

 
Feature setting Enabled by default Description Additional notes

Browse

N

 

 

Browse > Activities

N

 

 

Chat

N

 

 

Meeting

N

 

 

Task

N

 

 

Task > Custom filter

N

 

 

Task > Delegated tasks

N

 

 
Feature setting Enabled by default Description Additional notes

WorkZone PDF Crawler

Y

 

 

WorkZone PDF Crawler > WorkZone PDF Crawler policy

Y

If the feature is enabled

Non-PDF documents in the WorkZone database will automatically be detected and a PDF version of the documents will be generated.

Documents that cannot be rendered as PDF documents will not be processed.

If the feature is disabled

Automatic rendering of documents in the WorkZone database will not take place.

WorkZone PDF Engine

Y

This feature cannot be disabled.

 
Feature setting Enabled by default Description Additional notes

Agency

N

 

 

Basis

Y

This feature cannot be disabled.

 

Case activities

N

 

 

Extended

N

 

 

F2

N

The feature is relevant if your organization needs to handle communication between departments that use F2 and WorkZone.integrates to tIntegration.

Interact

N

 

Ministerial

N

 

 

SmartPost

N

If the feature is enabled

  • Users can start a SmartPost process from the Process menu in WorkZone Client.

  • Users can access the Processes overview.

If the feature is disabled

 

  • Includes Next generation Digital Post (NgDP)

  • Requires configuration in WorkZone Configurator and setup of digital poser and/or remote print. See Configure SmartPost.

See Also

Feature settings