The third Icon on the left menu is the Inbox. The Inbox consolidates all business workflows currently in a process into a single screen.
The Inbox screen consists of 3 main sections:
- Message List
Consist of two sections. You can search for keywords in each section. You can navigate between messages by clicking on a message in the list, this will automatically load the associated form and chat dialogue box.
This is where you can view all the items that you are currently reviewing and/or approving. The Focused list will notify the user that a new action has been added to the thread by popping to the top of the list and the form name now in bold.
- All Items
All messages are here i.e. In Progress, Complete, Held, Rejected, Reset, and Killed. You can easily filter each message with the Filter By drop-down box.
The center of the screen displays the currently engaged form. Based on 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. 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 as Template
This is a presentation format for a form, used so that the format does not have to be recreated each time it is used.
This allows you to save current changes to the form and keeps the form open for additional commenting.
It allows you to submit the form back and moves you to the next form.
- View the PDF
It has three sections.
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 reviews from individuals in your business network. New invitees can be required to approve, or simply participate in the dialogue. If a user is not on the list, they may not be set up as a user.
- Chat Dialogue
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. Within the dialogue, you can see who submitted, approved, rejected and/or held the form.
- Audit Log
The audit log is an in-depth 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 transparency, audibility, and security for historical records.
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