The third Icon on the left menu is the Inbox. The Inbox consolidates all business workflows currently in process into a single screen.
The Inbox screen consists of 3 main sections:
- Message List
From the message list you can search keywords on any message for quick access. You can also toggle between all messages, unread, and marked for special tagging. The Message list will notify the user that a new message has been added to the thread by a small colored badge and the message moving to the top of the sort order. You can navigate between messages by clicking on a message in the list, this will automatically load the associated form and chat dialogue box.
The center of the screen displays the currently engaged form. Based upon security and access, you will be able to edit, read only, and view questions on the form. Each modification is logged in the audit log on the bottom of the chat dialogue box.
- Form Actions
At the bottom of the form, the user can do the following
- View the PDF- This loads a PDF representation of the form in the downloads folder of the local desktop.
- Save- Which allows you to save current changes to the form, and keeps the form open for additional commenting.
- Submit- Allows you to submit the form back and moves you to the next form.
- Chat Dialogue
On the far right of the screen you will find the Chat Dialogue box. From Top to bottom you will first find a 3 button series of Approve, Hold, and Reject. This allows the user to formally state their approval or disapproval of the process which triggers audit log and potential workflow condition changes. The next section is Show/Hide Members showcasing all the individuals currently involved in the workflow. This included users who are actively on the chat, and those who will be included in the next phase of the work process. You may also invite new users to come into the chat dialogue for additional review from individuals in your business network. New invitees can be required to approve, or simply participate in the dialogue. If a user is not in the list, they may not be set up as a user. The chat dialogue is the next feature of the dialogue. A user can make comments and attach files in the message area and the conversation addition is populated in the thread conversation.
- Audit Log
The audit log is a deeper audit of all activity from a form. In addition to the conversation, the audit log will document with time and date stamp views, changes, and actions against the form in the work process. This offers high levels of auditability and security for historical record.
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