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Using Places
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File management, storage and retrieval system
Web based – internet availability provides information access
Information is able to be set up in
o ROOMS
o FOLDERS
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Security is able to be set, determining who actually gets to see a
particular room, folder or file
Can be accessed through Windows Explorer and MS Office
programs when “Connectors” are installed on the computer
All files stored in QuickR reside on servers at THQ
All files are replicated on 3 separate but identical servers… data
is therefore very safe
Files are able to be accessed via hyperlinks
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MEMBERS
o People provided access to QuickR Places, Rooms & Folders
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PLACES
o A location on the server capable of holding information in Rooms
and Folders
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ROOM
o A location that has security attached that can determine what level
of access people have. Rooms contain folders.
o Files should not be placed directly into rooms
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FOLDER
o A location that can contain files. Security is inherited from the room
in which the folder is situated
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Permissions (Access rights)
o READER ACCESS
• Only able to open a file and read a document
o AUTHOR ACCESS
• Reader access plus the ability to create and edit own files & documents
o EDITOR ACCESS
• Author access plus the ability to edit other peoples files & documents
o MANAGER ACCESS
• Editor access plus the ability to add and delete rooms & folders and set
permissions relating to rooms.
o OWNER ACCESS
• Full administrator rights to a place.
• SA Division (Jan Merrett & Robert Cugley)
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CHECK OUT
o A process of taking control of a file. Allows the file to be changed if
the person has permission to do so.
o Prevents other people changing the file while a person is working on
it.
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CHECK IN
o A process of releasing control of a file. If the file has been changed
you will be questioned about the need to save the file.
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DOCUMENT LINK
o An electronic link (hyperlink) to a file/document. Clicking the link will
open the file/document.
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Always remember to:
o CHECK OUT
o SAVE
o CHECK IN
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Failure to complete this process may result in your
document change or update failing to be saved.
ANALOGY: Taking a book out of a library and returning it
after reading it.
o Sign it out
o Read it
o Sign it back in
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Open Windows Explorer and right click on Team Places icon
Select Preferences
 Make
setup changes
by selecting relevant
heading as below
o General
o Places
o Microsoft Office
 Read
the options and
choose your default as
either
o Check out
o Check in
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Three primary locations (Places)
o AUS Public
o AUS Territory
o SA Division
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Click the TEAM PLACES icon
Click the required PLACES icon
Follow the path to the required file
Once the file is located:
o Double click the file to open it
o Right click on the file to see additional options
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OPEN – opens the file without Checking Out
EDIT – opens the file and completes Check Out
CHECK OUT – Checks Out the document without opening it
COPY – Copies the file to the Windows clipboard
COPY LINK – Copies the QuickR link to the document
SEND LINK – Creates a shortcut link and attaches to to an
e-mail
DELETE – Deletes the file if you have sufficient permission
RENAME – Allows remaining of the file if you have sufficient
permission
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Open the program you wish to use
Click the places tab
Click OPEN FROM PLACE icon
Proceed as per locate a file in places
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Using Windows Explorer
o Drag & Drop or Copy and Paste
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Drag & Drop
o Open Windows Explorer and find the file to be saved
o Open a second Window with the destination Folder
o Drag the file to be saved to the destination folder and drop it into
the folder
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Copy & Paste
o Right click on the file to be saved and click copy, then right click in
the destination folder and click paste
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Using Windows Explorer
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Using MS Word or Excel
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Add to Places
o Select the PLACES tab
o Click ADD TO PLACE
o Locate the folder where the file is to saved
o Click Add
o Click OK to add the document
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Open a new email
Place the cursor where you want to insert the link to the file
Click the link icon
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Locate the file, highlight it and click OK
Link is inserted