Reviewing Communications

Follow the steps below to review communications and mark them as relevant or non-relevant.

  1. Navigate to the Communications module.
      • The communications will be displayed in the following categories:
      1. By Date
      2. By User
      3. By Status Figure 3: Inbox Folders
  2. Choose whichever category you would like (By Status is recommended for this process).
      • The communications will load in the grid.
  3. Select a communication in Pending status.
      • The communication’s details will load in the metadata pane.
    https://tiug.trialinteractive.net/Images/reviewing_communications1.jpg Figure 4: Communication Metadata Tab
  4. Click on the pdf file shown in the metadata pane to review the communication.
  5. Press either the Relevant or Non-Relevant button at the bottom of the metadata pane as appropriate. See the screenshot below.https://tiug.trialinteractive.net/Images/reviewing_communications2.jpg Figure 5: Relevant and Non-Relevant Options
  6. 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.https://tiug.trialinteractive.net/Images/reviewing_communications3.jpg Figure 6: new Document Profile
  7. When you are done applying metadata to the document, press ‘Finish.’