The Inbox acts like a home page with widgets offering snapshots of module activity and a notification feed of various alerts and informational updates.
Note: This is only available to users in Partner Connect only.
This article covers the following topics:
Widgets
When you navigate to the Inbox Module, users with access to Assessments and Partners will see widgets above their notification feed. These widgets offer a snapshot of activity and let users take quick actions to create new objects. Existing permissions/roles will control what data is shown within the widgets and which actions are available.
Assessment Widget
The Assessment Widget serves as an insight and a quick link to the Assessments Module.
1. Users can easily navigate to the Manage questionnaire screen by clicking the + Assessment icon as shown below.
2. Users can quickly view the assessments that are in different statuses (Pending Responses, In review, Past Due Date) by selecting the number next to each status.
Partners Widget
The Partner Widget provides a means to quickly view and access Active Partners and their corresponding Products and Contacts.
1. Users can add new Partners by clicking on the + Partner icon as shown below.
2. Users with necessary permissions can access the Active Partners and their corresponding Products and Contacts by clicking on the number next to each field.
3. System Admin users will have the ability to Bulk import Partners and also view the Import Logs by clicking on the 3 dots icon and selecting the Bulk Import or Import Log options respectively.
Alerts
The Alerts tab will display any items requiring action from you. Alerts are categorized to help you prioritize your work. We have defined several categories of Alerts.
- Urgent Alerts are those that are the most pressing and likely require your attention first.
- To-Do Alerts are those that are directly assigned to you and items that are not urgent yet but have an approaching deadline.
- Upcoming alerts are those that notify users for approaching deadlines.
Note: The number inside the category filter buttons tells you how many unread Alert notifications you have. Alerts are unread until you click on them. Also, Information is unread until you open the information tab. Finally, you can mark a notification as Read or Unread or Delete.
Filtering your Alerts
On the Alerts tab, you can filter by category or view all alerts using the All Filter. When the All filter is selected, then all the categories of Alerts are displayed.
1. Click on the individual filters: All, Urgent, To-Do and Upcoming to filter your alerts as per your requirement. Users can view the Unread messages by checking the Unread Only checkbox.
Managing Alerts
You can manage your Alerts by deleting each alert individually. You also have the option to mark an alert as Read or Unread as per your requirement. When you click on an alert to view the notification details, the notification is marked as Read.
Note: The Inbox will automatically clear out alerts for which corrective action has been taken by the user.
2. You can hover over the alert and to Delete or Mark as Read/Unread to manage your alerts.
3. Additionally, you can click on any specific alert to begin managing it. You can immediately take appropriate actions by clicking on the button prompted within the quick view.
Information
1. The Information tab is a feed of general activity taking place in the application which is not time-sensitive.
Managing your Information
You can manage your information by deleting each notification individually or bulk-deleting Information at once.
2. Click on the Trash icon to delete information individually or click on the Delete All link to delete all notifications as shown below.