Question

What are the requirements needed to Code in FTK Central?

 

Answer

The following assumes the project/case you wish to Code in has already been created.

  1. In FTK Central's User Management > Role Permissions Mapping, create a new Role that has at least the following permissions:
      • View Item Grid (required to see the case data)
      • View Natives (optional, to view document content in the Native panel)
      • View Text (optional, to view document content in the Text panel)
      • View Coding Panel (required to show the Coding Panel)
      • Edit Documents (required to assign Issues and edit Custom Fields)
      • Manage Tags (required to see any content in the Coding Panel)
      • View Tags (required to see Labels under the Tags Panel)
      • Assign Tags (required to assign Labels)
        https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69009875417/original/2021-08-05_14_39_39-FTK_Central.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAS6FNSMY2XLZULJPI%2F20210926%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20210926T163703Z&X-Amz-Expires=300&X-Amz-SignedHeaders=host&X-Amz-Signature=2e21efe71245ef026ee6e3c2eef7c15f0d56408d0ccdfcaed58756c30ee83ab4
  2. Under Use Management > User Groups, create a new Group and assign it to the previously created Role and the Project where you wish to code
    Note: Users/Groups must be explicitly assigned to Project(s) to view their Coding Panels.
    https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69009875418/original/2021-08-05_12_49_25-Window.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAS6FNSMY2XLZULJPI%2F20210926%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20210926T163703Z&X-Amz-Expires=300&X-Amz-SignedHeaders=host&X-Amz-Signature=8ecdfedbca4e34f49909ce6307a5c12d799abbd8d55936b35bb30e05e62ee4fb
  3. Assign any Users you wish to Code to the group
  4. In the Case List, click Manage Coding Panel next to the desired project
    https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69009875419/original/2021-08-05_12_56_52-Window.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAS6FNSMY2XLZULJPI%2F20210926%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20210926T163703Z&X-Amz-Expires=300&X-Amz-SignedHeaders=host&X-Amz-Signature=bb2419609a7d1a615beb6f997758b757e6f9c99b45400e7a0e6af4b6cb9acc4f
  5. Click Create
    https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69009875420/original/2021-08-05_12_58_38-Window.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAS6FNSMY2XLZULJPI%2F20210926%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20210926T163703Z&X-Amz-Expires=300&X-Amz-SignedHeaders=host&X-Amz-Signature=6e0278ea6ff31f1eab1569caabb5b7aa600d16471b334ba394b738dc31074690
  6. Give the panel a Name and assign it to the previously created Group in the Users dropdown
    https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69009875421/original/2021-08-05_13_00_14-Window.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAS6FNSMY2XLZULJPI%2F20210926%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20210926T163703Z&X-Amz-Expires=300&X-Amz-SignedHeaders=host&X-Amz-Signature=13f8c2072c3ec7291d80b9699ca1b490d6cad626717ec0ce580cc65b96e9d231
  7. Add and check-mark any Labels, Issues, DB Columns, and Custom Fields you wish to add to the Panel, then click Create
    Note: Any selected Labels must also be explicitly assigned to the previously created Group via the Tag Settings dialog within the case
    https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/69009875422/original/2021-08-05_13_04_27-Window.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAS6FNSMY2XLZULJPI%2F20210926%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20210926T163703Z&X-Amz-Expires=300&X-Amz-SignedHeaders=host&X-Amz-Signature=dcdd4f6395c1cfd558f4346eda941d82d9daf6710781735af5c6e6d6c9fb58ef

 

Notes

  • In the current release, Coding Panels can't be edited after creation.  This includes their User/Groups assigned to a Coding Panel.  Assigning a Group to Coding Panel simplifies adding and removing User access to a Panel.