Kavi® Status Tracker Help

Chapter 34. Configure Kavi Status Tracker

Overview

Status Tracker Super Admins use this tool to configure the Kavi Status Tracker during the setup process and to edit settings as needed after setup. Options include the administrative and ANSI email addresses plus access-control settings.

Use the Configure Kavi Status Tracker tool to:

View and edit Kavi Status Tracker settings.

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How to Configure Kavi Status Tracker

View the current settings and edit any that should be changed. When you are satisfied with your edits, click the Update Kavi Status Tracker button. It takes a few moments for the application to update. When the update is complete, any changes you made are in effect.

Set Options

Administrative Email Address

The address of the email alias to which all administrative email is sent. Automated email messages sent from the application use this as the return address by default. This address must include the domain (e.g., admin@example.org).

ANSI Submission Email

The email address to which ANSI forms are sent. This address must not be edited except during site setup and testing. If you do edit this address, be sure to set it back to the ANSI email address as described in the instructions on the webpage.

Project Deletion

Set whether a Status Tracker Admin can delete a project through Kavi Status Tracker webtools.

To protect against inadvertent deletion of project data at the end of the project lifecycle, the ability to delete a project may be removed from the UI. This allows the Kavi Status Tracker project record to be archived by a Kavi administrator before a project is deleted.

It isn't possible to delete a project by accidentally clicking the Delete button, since you have to click a second button on the Delete tool form to confirm that you really do want to delete the project, but an administrator might mistakenly select the wrong project or assume that project data is automatically archived rather than permanently removed. If the organization has its own Status Tracker Super Admin or Super Admin on staff, the Super Admin can set this to 'Yes' to temporarily enable deletion while unwanted projects are carefully removed, then set it back to 'No'.

Yes

Select the 'Yes' option to allow Status Tracker Admins to delete projects.

No

Select the 'No' option if Status Tracker Admins should NOT be allowed to delete projects. When this option is selected, only Kavi administrators can delete projects.

Access by Person

The Status Tracker Admin has administrative access to all the organization's projects, but permission to view and edit project data can be shared with other kinds of users if desired. This field displays types of users who have an individual-to-project relationship (e.g., 'Project Editor'). Select any type of user who should be designated as a 'Project Recorder' and granted access to projects with which the user has a relationship through Member Area tools.

Each option listed here corresponds to a project data lookup field. When a project is added, each lookup field is used to select an individual from the Kavi Members database. The selected users will have Project Recorder access to this project.

Access by Group

These fields display types of groups that have a group-to-project relationship (e.g., 'Owning Group', 'Consensus Body'). Select any type of group whose Chair and Document Managers should be designated as 'Project Recorders' and granted access to a project with which it has a relationship through Member Area tools.

Each option listed here corresponds to a project data lookup field. When a project is added, each lookup field is used to select a group from the Kavi Groups database. Chairs and Document Managers from the selected group will have Project Recorder access to this project.

Done

The administrative email address and access settings are displayed for you to review. If you made any changes, they are now in effect.

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