Get Started with K2
See the following to help you get started with K2:
After starting K2, the login screen is displayed.
Check that the Login button is inactive.
Check that both the Username and Password have a blue border displayed.
When the Username and Password details have been added the Login button becomes active.
The Password can be viewed by clicking on the eye in the Password field.
When placing the cursor over Login, Cancel, and Exit the button will appear white.
When the active button is clicked a blue border appears.
You can edit the display message by editing the Login Screen Message field in the Support Details section of System Options.
You must change your password once logged in. To change your password, navigate to Tools > Change Password.
If you have a role with full User permission, you can also change other users' passwords. Refer to Changing a User's Password for further information.
If the password is required to be strong (as defined by the Enforce Strong Password option in System Options), it must contain at least three of the following:
Upper case characters (that is: A-Z)
Lowercase characters (that is: a-z)
Numeric characters (that is: 0-9)
Special characters (for example: #, $, !, @ and so on)
No sequences of three characters or more (for example aaa, 123, ABC, and so on)
It must also not be a previously chosen password.
Where the password has required a change, the minimum password value has been set to 8.
If the password value is less than the minimum, the following message is displayed.
Where a password requires a change, and the password used has been compromised. The following message is displayed.
The password can also be changed from the login screen.
Click on Cancel.
The New and Confirm Password fields are displayed.
Click on Login.
The password will have changed and K2 opens successfully.
The menus and ribbon are designed to help you quickly find the commands needed to complete a task.
They are organised in groups. Each menu or tab in K2 relates to a specific group of modules.
You can customise the menus or ribbon in the following ways:
Select whether to display the Standard (that is: menus) or Office 2007 (that is: ribbon) menu toolbar by selecting from the Toolbar Style drop-down in User Options (accessed by navigating to Tools > User Options)
Enable or disable the Quick Access Toolbar by right-clicking on the ribbon and selecting or de-selecting the Show Quick Access Toolbar Below the Ribbon option.
Minimise or maximise the ribbon by right-clicking on the ribbon and selecting or de-selecting the Minimize the Ribbon option.
You can archive various entities in K2.
To archive an item:
Search for and open the relevant record.
Click the Archive button.
The Archiving Information window is displayed.
Select the Archive Type and enter the Archive Reason.
Edit the Archive Authoriser field, if required, and then click Save.
A request for archiving is then submitted and queued on the application server, and the relevant workflow is run. If you have the Archive Notification role, you will receive a notification in the Notification List.
Clicking the Go to Archive Results button opens the Archive Results tab, which displays all child records archived as part of the process.
Records that are archived cannot be viewed in the navigator. To view these records, you must search for them.
Most entities in K2 allow the saving of notebook entries. They can be managed in the Notebook List (accessed by selecting Notebook from the Associated Items panel when an entity is open).
Notebook entries can be created by clicking the New Notebook Entry option in the Tasks panel.
This displays the Notebook Entry window, where you can record the note details.
Note: The Notebook Header options can be managed in the Notebook Header Reference Data (accessed by navigating to Functions > Core > Reference Data > Core).
Related Topics
Click the links below to navigate to the following related topics: