Inbox Tab
- Jamie Dottavio (Unlicensed)
The Inbox tab is where users manage the system messages created by an Administrator. This feature is available to clients at the Connects Standard Enterprise service level.
Note that messages can be created by Administrator users by going to Settings, Edit Settings, and then Inbox Messages.
The Inbox page is displayed below:
Messages can be viewed, marked as read/unread, exported, and deleted (if permitted by the Administrator).
When a user signs into the CMS and has at least one unread message waiting in their Inbox, they will be presented with a notification informing them of the unread message. If there is an urgent message waiting, the notification will include the text of the urgent message and the user who created the message.
If a new message is added to the CMS by an Administrator while the user is logged in, a new message notification will display when the user interacts with the CMS (e.g. saving a page, changing tabs, refreshing a page).
Example: Urgent Message
When a user has an urgent message waiting for them in their Inbox, they will see the following alert:
When the user clicks ‘Ok’, the urgent message will be marked as 'read'.
If there are only non-urgent, unread emails in the user's Inbox, the user will receive the following alert:
When the user clicks ‘Ok’, the Inbox page will be displayed at sign-on instead of the Incident Reports page.
Viewing a Message
Select the View Record icon to load the View Message page.
Click ‘Cancel’ to exit and return to the Messages page.
The View Message page is displayed below:
The user can export the message to a PDF by clicking on the 'Create PDF' button. The user can also print the page by clicking on the 'Print' button.
Marking a Message as Read/Unread
A user can mark a message as 'read' by viewing the message, clicking on the row icon 'Mark as Read', or clicking on the row checkbox and selecting the page toolbar icon 'Mark as Read'. A user can mark a message as 'unread' by clicking on the row icon 'Mark as Unread', or by clicking on the row checkbox and selecting the page toolbar icon 'Mark as Unread'. The user may mark one or more row checkboxes and use the page toolbar icons to mark all checked rows as 'read' or 'unread'.
Deleting a Message
If the Administrator marked the message with the permission that a user can delete it, there will be a Delete Record icon in the row of the message. A user can delete that message by clicking on that row icon or selecting several row checkboxes and clicking the Delete icon on the page toolbar to delete all checked rows.