Notifications

Notifications

Overview

The application supports notifications, which include messages, alerts, warnings, or information generated by the app to inform you about important events, actions, or changes that need your attention. Notifications will appear in the notification panel at the top of the app, with a bell icon indicating new notifications. In the notification panel, you can view a limited number of notifications, but here, you can review all your notifications and take any necessary actions. The app offers three types of notifications designed to keep you informed about important events and actions that may require your attention. These types are:
  1. Alert: This indicates that there is a critical issue, which has caused the process to stop and requires immediate attention.
  2. Warning: This indicates an issue that could hinder the process and needs to be addressed for the smooth functioning of the application.
  3. Information: This indicates the events occurring in the application.

Navigate to the Notifications Module

Info
Navigation: Collaboration > Notifications
  1. Go to the Collaboration group menu, click on the Notifications sub-menu.

View Notification Type

  1. Upon clicking on the Notifications menu, you'll see the notification screen where all notifications are displayed. 
  2. The screen shows the following tabs, and you can switch between them by clicking on them:
    1. Alert:
      1. This tab displays a list of alert notifications. 
      2. These messages indicate a critical issue that has caused the process to stop and requires immediate attention.
    2. Warning:
      1. This tab displays a list of warning notifications. 
      2. These messages indicate issues that could hinder the process and need to be addressed to ensure the smooth operation of the application.
    3. Information:
      1. This tab provides a list of informational notifications. 
      2. These messages indicate events occurring within the application and are meant for your reference only.
    4. Each tab displays the total number of messages next to its header. 

View Notifications

  1. Under each tab, a list of corresponding messages will be listed. You can click any of the tabs to view the corresponding notification messages.
  2. A notification band displays the module icon to which it belongs.
  3. Each notifications are presented on a separate band, and the messages are displayed on the band itself. If the message is large and you can't see the whole message, click on the band. The band will expand to show the entire message. 
  4. If the message is new and unread, a chip labeled 'New' appears on the message band. The chip changes to 'Read' after reading or 'Follow Up' if you've marked it for follow-up. 
  5. Additionally, a date and time stamp at the end of the band shows when the event happened.

Notification Actions Items Upon Hovering

  1. To view the supported actions for any message, hover over the message band.
  2. Upon hovering over the message, a list of actions will be displayed for the selected message:
    1. Set as read:
      1. Click on the icon to mark the message as read.
    2. Set as Follow Up:
      1. Click the icon to mark the message for follow-up.
      2. A 'Follow Up' chip will begin displaying on the message, indicating that this message is marked for further actions. If the notification is already marked with a 'Follow Up' label, then remove it.
      1. Add Task:
        1. Upon clicking this option, the Add Task pop-up must be opened.
      2. Add Ticket:
        1. Upon clicking this option, the Add Ticket pop-up must be opened.
      3. Go to (Module):
        1. Upon clicking this option, the user must be redirected to the corresponding module's home page.

    Delete Notifications

    1. Click the Delete icon to remove the selected message.
    2. Upon clicking the icon, the Delete Notification pop-up will appear to reconfirm the deletion. 

    1. The Delete Notification pop-up will present the following options: 
      1. Yes:
        1. Select the Yes button to proceed with deleting the message.
        2. A confirmation message will subsequently be displayed to affirm the deletion.
      2. No:
        1. Select the No button to cancel the deletion.
        2. The pop-up will then close, and your current screen will remain unchanged.

    Filter

    1. A filter option is provided in the action area of the screen.
    2. You can search the notification messages by date range, status, and module.
    3. Click on the Filter icon.

    1. The following filters are available:
      1. Date Range:
        1. Select the date range you need to view notifications.
        2. Choose the start and end dates to pull the desired notification. 
      2. Status:
        1. This field allows you to filter the notifications by using their status:
          1. All
          2. New
          3. Read
          4. Follow Up
        2. Select the appropriate option from the drop-down. 
      3. Module:
        1. This field enables you to filter notifications by using the application module.
        2. Please select the appropriate module from the drop-down menu. 
    1. Once the filter fields are set, click the Show Result button, and the results will be displayed immediately.
    2. Use the Reset button to clear the filter search. When you click the Reset button, all applied filters should be reset.
    3. You can close the filter at any time by clicking on the X sign. If you click on the X icon without clearing the filter, the filter will be closed, and the applied filter will be displayed on the filter icon. 
    4. The filter icon shows that you have selected one or more filter options and displays the number of those options next to the icon. 

    Set as Read

    1. Click the "Set as Read" icon.

    1. The selected message is marked with the Read flag.
    1. Once the message is marked with the Read flag, the icon changes to Set as New. 
    2. You can again mark the message as New by clicking on the Set as New icon.

    Set as Follow Up

    1. Click the "Set as Follow Up" icon.

    1. The selected message will be marked with the Follow Up flag.

    Add Task

    1. Click the "Add Task" icon.

    1. A Add Task pop-up will appear, and fill in all the details on the pop-up:
      1. Enter the task's subject in this field.
      2. Enter the task information in this field.
      3. By default, the status will display as Open. The status will be updated by the user working on it. Therefore, do not change the task's status.
      4. This field allows you to select the module related to the task. Choose the appropriate module from the drop-down menu.
      5. Set the task priority using the drop-down menu.
      6. Assign the user from the drop-down menu to whom you want to assign the task.
      7. Once you have filled out all the fields, click the Save button to save the task.

    Add Ticket

    1. Click the "Add Ticket" icon.

    1. A Add Ticket pop-up will appear. Fill in all the details on the pop-up to create a ticket:
      1. Enter the ticket's subject in this field.
      2. Enter the ticket information in this field.
      3. Select the ticket category from the drop-down menu, such as issue, problem, or new request.
      4. By default, the status will be shown as Open. The user updating the ticket will change the status, so do not modify it.
      5. Use this field to select the module related to the task. Choose the appropriate module from the drop-down menu.
      6. Set the task priority using the drop-down menu.
      7. Assign the task to a user from the drop-down menu.
      8. After filling out all the fields, click the Save button to save the ticket.

    Go to {module}

    1. Click the "Go to {module}" icon.

    1. Upon clicking the Go to {module} button, you will be directed to the respective module.