View and Use Notifications

Last Updated on:
July 10, 2024

Purpose

This guide outlines how to access and engage with system notifications for three core areas of the platform:

  • Process
  • Task
  • Comments

Instructions

  1. All notifications are organized by type and displayed under separate icons.
Figure 1a. Notifications Icon - Process

Figure 1b. Notifications Icon - Task

Figure 1c. Notifications Icon - Comments
  1. New, unread notifications alter the appearance of the icon to show the number of notifications in a red circle in the upper right corner of the icon.
Figure 2. Notifications Count
  1. Clicking any of the icons will display a list of notifications for that category. Each notification will include:
    • A brief description
    • Date and time the notification was generated
    • A circle icon to indicate an unread/read status
Figure 3. Notifications List
  1. Unread notifications will be displayed with a blue circle to indicate their status. This can be changed by:
    • Clicking the blue circle of an individual notification to change it to read
    • Clicking the bell icon in the upper right corner of the list to mark all listed notifications as read
Figure 4a. Change Status - Unread Notifications
  1. Read notifications will be displayed with a white circle to indicate their status and can be reverted back to unread by:
    • Clicking the white circle of an individual notification to change it to unread
    • Clicking the bell icon in the upper right corner of the list to mark all listed notifications as unread
Figure 4b. Change Status - Read Notifications
  1. Clicking on a notification will navigate the user to the associated record or process.