Follow-Ups in the Inbox
In enaio®, you can set a follow-up time for the following objects: documents, portfolios, registers, and folders. Notifications about follow-ups are managed in the inboxes.
Objects presented to you by other users will be entered there 15 minutes before the follow-up time is due, a notification is created, and they will be flagged with a green follow-up icon. When the follow-up is due, the notifications are flagged with a
red exclamation mark.
Open a follow-up inbox to display all notifications about submitted objects.
Objects will only be shown to users who have the necessary rights to access the index data.
You will find the following buttons on the toolbar of the follow-up inbox:
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Opens the selected object. |
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Opens the index data of the selected object. You can edit the index data on the individual tabs. |
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Opens the link area of the selected object. |
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Opens the Follow-up window. You can edit follow-up data there. |
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Deletes the selected follow-up notification from the follow-up area. You can only delete notifications about follow-ups that you have flagged as 'processed.'
If there are several follow-ups for an object for one and the same point in time, then when deleting a follow-up notification, all follow-up notifications of this object with the same point in time are removed from the inbox. Whether an object has multiple follow-ups can also be seen in the detail view of the corresponding object (see Details Preview). |
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You update the view to the current point in time (regardless of the date entered in the date field). Follow-ups that have not been completed are shown. If you refresh the view, the date view will revert back to the default view. |
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Cancels the query. The notifications about follow-ups found up to this point are displayed. |
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When you click the date field, a calendar will open from which you can select a date. All notifications about follow-ups which were submitted up to this date or will be submitted in the future are displayed. |
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Flags a selected follow-up notification as 'processed.' It is deleted from the follow-up area. You may need to enter your password if you want to flag an object as 'processed.'
If there are several follow-ups for an object for one and the same point in time, then when labeling a follow-up notification as 'processed', all follow-up notifications of this object with the same point in time are removed from the inbox. Whether an object has multiple follow-ups can also be seen in the detail view of the corresponding object (see Details Preview). |
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Flags processed notifications for follow-ups as |
When you open the follow-up area, all notifications for follow-ups which are currently submitted or which will be submitted within 15 minutes will be displayed.