Workzone at the Department of Economics and Business Economics
Workzone is the case and document management system at AU. Its purpose is to support knowledge sharing across the organisation and ensure compliance with the university’s document management obligations. All employees are responsible for ensuring that these obligations are met.
Below, you will find basic information about, e.g., what is a case, what do I need to file, what are my obligations in relation to taking notes, how often should I file, and who can access my cases on the faculty website.
FOR NON-WORKZONE USERS
Users with few cases who do not create cases themselves but are solely responsible for filing documents and correspondence.
When and what do I need to file?
It is recommended that you create a case and begin filing in the initial phase of a task or a project.
You only need to file e-mails/documents in relation to contractual and administrative aspects of a task or research project. Data gathered during an actual research process should not be filed in Workzone.
How do I start filing?
Before you can start filing, a case must be created. At the department, local administrative Workzone users may help you create a case. To ensure that the department has all the necessary information from the start, please fill out this form.
You will receive a link for the case once it has been set up.
How do I file e-mails from Outlook to Workzone?
It is possible to file directly from your mailbox:
- File an incoming or existing e-mail to Workzone from Outlook - Video (in Danish) | Instruction from KMD
- File several e-mails at a time - Instruction
- Make your cases available in the left navigation pane - Instruction (in Danish)
What are my responsibilities?
When a member of the administrative staff has helped you create a case, you are responsible for ensuring that all relevant documents and correspondence are filed in Workzone. This could be e-mails, documents and subsequent notes from conversations or other correspondence (if any) in relation to the case in question.
How do I close a case?
When a case is completed, you are responsible for asking the local administrative staff to close it. Please write to workzonesupport@econ.au.dk
For MAC users
As a Mac user you need Workzone 365 to be able to use Workzone from Office programmes. Please note that not all functions are compatible with Mac’s operating system, e.g. integration with the Office programmes only works partly. Please contact HR Data and Digitisation at support.au.dk if you do not have access to the Workzone 365 add-in for Office 365.
As an alternative, you can work in Workzone from a Horizon Client.
You can access the Workzone web client in Google Chrome via this link https://workzone.uni.au.dk/app/client/
Note that when using the MAC OS, you will not have the same functionality as when using a PC. For instance, there is no integration to the MS Office Suite, meaning that you cannot file to Workzone using Outlook or Word.
If you need to be able to file from the MS Office suite on your Mac, please submit a request to HR Data and Digitalisation via support.au.dk, who via a Horizon Client will give you access to a remote desk top on a Virtual Windows 10 pc. This access is only to be used to file in Workzone.
Note that to be able to use the Horizon Client, you must install it yourself – please see the guide below.
How can I get help and support?
If you have any questions in relation to filing, you may ask the local administrative staff for help. Please write to workzonesupport@econ.au.dk
FOR WORKZONE USERS
Users with many cases who both create cases and file documents and correspondence.
How to log on to Workzone
Guidelines
At the AU website on Workzone, you will find guides for the different features in Workzone.
How do I create a case
You can find a list of the most common types of cases at the department as well as suggestions for selecting a case type here:
New users
Contact Susanne Jensen (find contact information below), who will help you gain access to Workzone and provide you with the necessary training.
How can I get help and support
If you have any questions in relation to filing, you may contact your local super user: Susanne Jensen (see contact details below).
Support
Write to workzonesupport@econ.au.dk or contact the department's super user:
