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 an add-on application called Horizon Client. You will be informed about how to install this when you receive a message about your user registration in Workzone, or you can find the instruction below.
You can access the Workzone web client in Google Chrome via this link: https://workzone.uni.au.dk/app/client/. Note that not all features work on the Mac operating system, e.g., the integration with Office programmes.
If you need to be able to work with Workzone from Office programmes, you will need to create a case for HR Data and Digitization on support.au.dk, which will grant you access via a Horizon Client that gives you a remote desktop for a virtual Windows 10 machine. This access may only be used for filing in Workzone.
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:
