We in are currently on HP TRIM 7.3 and are in the planning stages of an upgrade to RM8.1 - one of the consequences being that I’m trying to map out and consolidate our existing user categories and who is going to migrate over to which category in RM8.
User permissions restrict the user’s access to functionality, but so does the Web Client (and to a smaller degree the device being used?), what I’d really like to do is simplify it all and just allocate all Web Client users to the same User Permission category.
So, all things being equal, what is the difference between a Contributor using the Web Client versus a Knowledge Worker using the Web Client?
Correct me if I’ve misunderstood the release notes, but users with the Web Client can search/view/create records and edit metadata, and with 8.1 they can now use workflow – but in terms of revisions and editing documents things seem to get a little complicated/restricted?
E.g. If you want to edit documents, use Check-in/Check-out, and access revisions you need Web Client Classic mode, but this is not supported for iPhones or iPads…? Does this apply to all Mac devices (like iMacs) as well or is it just mobile devices?
I'm really just trying to work out what "kind" of user I can migrate over to the RM8 Web Client - e.g. if I have users who largely just use their current TRIM to search for existing records and view documents, then even if they have a PC on the network I can still just migrate them to the Web Client since they aren't going to use many of the features of the Desktop Client anyway. If they are the kind of user however that needs to create containers, change security, play around with revisions, then if they can't do that in the Web Client then I'll need to make them a Desktop Client user.