Reviewing Communications
Follow the steps below to review communications and mark them as relevant or non-relevant.
- Navigate to the Communications module.
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- The communications will be displayed in the following categories:
- By Date
- By User
- By Status
Figure 3: Inbox Folders
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- Choose whichever category you would like (By Status is
recommended for this process).
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- The communications will load in the grid.
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- Select a communication in Pending status.
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- The communication’s details will load in the metadata pane.
Figure 4: Communication Metadata Tab
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- Click on the pdf file shown in the metadata pane to review the communication.
- Press either the Relevant or Non-Relevant button at the bottom
of the metadata pane as appropriate. See the screenshot
below.
Figure 5: Relevant and Non-Relevant Options
- If you choose ‘Relevant’ you are indicating that
the system should generate a new document for the study room using
this file. As such, you will be required to apply the required
metadata in the ‘New Document Profile’ window.
Figure 6: new Document Profile
- When you are done applying metadata to the document, press ‘Finish.’