How do I manage Internal Documentation Notes from Inbox?
How do I view Internal Documentation Notes from Inbox?
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Login to your account using the username and password provided. |
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Click on the Home tab. |
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Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window. |
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Select the asset from the grid. |
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Click on View icon. It will open new window. |
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It will open new window. Go to Notes section where you can view notes assigned to you. |
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How do I reply Internal Documentation Notes from Inbox?
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Login to your account using the username and password provided. |
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Click on the Home tab. |
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Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window. |
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Select the asset from the grid. |
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Click on View icon. It will open new window. |
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Navigate to the bottom of the page. Review the received note and enter your comment. |
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Click on SAVE INTERNAL NOTES button in the notes area to reply. |
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How do I remove Internal Documentation Notes from Inbox?
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Login to your account using the username and password provided. |
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2. |
Click on the Home tab. |
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Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window. |
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Select the asset from the grid. |
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It will open all received notes for this area in new window. For the note that is required to be removed, select the check box under the 'Viewed' column. |
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Click on SAVE button to remove Internal Documentation Notes. |
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How do I view Audit trail?
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Login to your account using the username and password provided. |
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Click on the Home tab. |
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Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window. |
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Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc. |
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Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
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How do I export Audit trail?
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Login to your account using the username and password provided. |
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Click on the Home tab. |
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3. |
Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window. |
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Click on AUDIT TRAIL button. It will open Audit Trail in a new window. |
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Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc. |
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Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
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Click on EXPORT button. |
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It will show you Popup asking whether you want to open or save file. |
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How do I clear all messages of Internal Documentation Notes from Inbox?
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Login to your account using the username and password provided. |
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2. |
Click on the Home tab. |
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3. |
Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window. |
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Click on the CLEAR ALL MESSAGES button. |
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It will show you Popup message. Click on the OK button. |
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Lauren Partridge
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