1. Engineering Workbench Version 2.0
Quick Start Guide to features in the latest release the IHS Markit solution for standards management and technical knowledge discovery
Administrator Edition
Covers only enhancements and updates in Version Updated April 28, 2017_Rev 1.

2. Introducing Engineering Workbench Version 2.0
IHS Markit is pleased to announce the release of Version 2.0 of Engineering Workbench, delivering advanced standards management capabilities and enabling users of Standards Expert to fully upgrade to Engineering Workbench to find, use and manage their standards, codes, and specifications.
Engineering Workbench Version 2.0 enables best-in-class standards management functionality. Version 2.0 delivers functionality equivalent to Standards Expert, allowing users to perform all routine Standards tasks in Engineering Workbench while enjoying the enhanced usability, better performance, and improved functionality in the new solution. Standards Expert users can now confidently leverage Engineering Workbench for all their standards access and management needs.
The few remaining capabilities not yet in Engineering Workbench are planned for inclusion in the summer and fall releases. These releases will include administration capabilities for My Publications and Reference Linking, AV-DATA, Slash Sheets and Qualified Product Lists (QPLs).*
Note that an individual's Watch Lists and Favorites will not be transferred to Engineering Workbench until the general switchover from Standards Expert to Engineering Workbench that begins later this summer.
However, Standards customers can start using Engineering Workbench today as their everyday standards management solution and take advantage of the enhanced capabilities provided in Version This also affords the ability to use standards alongside any other content that they already access via Engineering Workbench, such as eBooks or journals.
For assistance or training on Engineering Workbench, please contact IHS Markit Customer Care. (See contact information for your region on last page of this document.)
* Timing and scope of future releases subject to change without notice.

3. Access Administration Capabilities
Hover your mouse over the Tools menu and click “Administration”
1. Hover over Tools menu
2. Click “Administration”

4. Set up a Welcome Message
Create and manage a message displayed on the Engineering Workbench homepage for your user community
Administrators now have the ability to create one or more organization- specific welcome messages that can be displayed to their entire account or to a specific subaccount within Engineering Workbench.
When enabled for display, end users that sign into Engineering Workbench as part of the administrator's organization will see the welcome message for their account/subaccount displayed on their home screen.

5. Set up a Welcome Message
Create and manage a message displayed on the Engineering Workbench homepage for your user community 1
Access the Welcome Message functionality by clicking “Administration” under the Tools menu, and then clicking on the “Welcome Message” tab from the menu at left. 2 4
Set the Title, Message Header and Container Size, and Welcome Message contents. The welcome message can contain text, hyperlinks, and images, and it can be formatted for size and color.
Click “Save” for the changes to take effect 3
Display the message to the Entire Account, or click Subaccounts to display this message to one or more specific subaccounts.

6. Set up a Welcome Message
Create and manage a message displayed on the Engineering Workbench homepage for your user community
Once the message has been created, you can select to edit, delete, and change the visibility of a message. You can also add new messages to display to different subaccounts.

7. Set Default User Role by Subaccount
Set default user role to “Standards Expert Only” or “Research Analyst”
Click “Apply Changes” for the setting to take effect
Administrators can set the default role for their users by subaccount via the “Manage Setup & Configuration” tab.
Assigning all users in a subaccount the role of "Standards Expert Only" will limit their search results by default to only Codes & Standards.
Assigning users the “Research Analyst” role enables them to search across all the content sources (“knowledge bases”) available to them, as well as use any other tools available to them in Engineering Workbench.
Users can elect to change their own user role at any time to configure their research experience to best meet their specific needs.

8. Contact Your IHS Markit Account Manager
Send an to your Account Manager from within Engineering Workbench
Send an to your IHS Markit account manager directly from within Engineering Workbench by clicking the envelope icon that floats on the right-hand side of the application on the administration pages. This makes it easy to submit subscription requests and initiate other interactions with your account manager.
Click “Send” to deliver your message

9. Create Account Usage Reports
Administrators have the ability to generate reports on their account's usage
Use the dropdown menu to select the type of report you would like to generate.
Account administrators now have the ability to generate their own usage reports for their organization's users and content. This capability may be accessed via the “Usage Reports” tab on the Administration page.
You can expand a chart or table for easier viewing and analysis. Or click the “More options” icon (●●●) to export your report data as a CSV file.

10. Add Policy Notes to Documents
Account Administrators can write and manage policy notes
Account Administrators may find it useful to add specific information about a selected standard (or other document) for users to take into consideration.
Policy notes are indicated with an icon appearing next to the document title in search results.

11. Add Policy Notes to Documents
Account Administrators can write and manage policy notes
Administrators can access the policy notes capability in the document actions menu in search results. If a policy note is present it can be edited. If none exists, the administrator may add a new one.
Click “Save” to effect your changes

12. Add Policy Notes to Documents
Account Administrators can write and manage policy notes
Edit note.
Delete note.
It also is possible to see all policy notes for an account via the Administration page. From here administrators may edit and delete policy notes that have been entered into the system.

13. In-Product Help Feedback feature
Use the Feedback feature to provide IHS with your direct feedback on Engineering Workbench or to take a brief user survey to help IHS Markit improve the user experience and shape the development roadmap for Engineering Workbench.

14. For assistance with Engineering Workbench
Contact the IHS Markit Customer Care Center of Excellence for your region
IHS Markit Customer Care
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(Sunday 8:00 PM ET to Friday 8:00 PM ET)
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