Sharing a Work Item

When you create a work item, you can choose whether to share your work item to members of your work group. By default, work items are not shared, i.e. they are invisible to other members of the work group so only you can access your work items. If you want other members of your work group to collaborate on your work item, you can share the work item. The other members can then relaunch the interview, update answers and generate new assembled documents for the work item.

A Site Administrator can change the default sharing status of new work items from the Site settings page.

To share a new work item

When you create a work item, you can use the toggle to determine the privacy setting:

• This Work Item will be private and accessible only to owner and administrators on this site. (Default)
• This Work Item will be accessible to other users of the Work Group.

The work item's detail pane displays the privacy status of the work item.

1. Create a work item

To share an existing work item

You can only change work item sharing settings if you are the owner of the work item or an administrator.

1. Select a Work group from the Work groups pane.
2. In the Work Items list, select the Work item you want to edit.
3. In the Detail pane, click Edit.
4. Toggle the privacy setting to allow only the owner and administrators to access the work item.
5. Click Save Changes.

The work item updates to allow access only to the owner and administrators. It is no longer visible to other members of the work group.