Messages

Messages are internal communication notes that can be sent to system users of the organization. They can be recurring or one-time messages, and may be sent to selected users only or to all users of the system.

Messages are separated into Sent Messages and Received Messages.

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General Information

Dates

Users

To Access Messages

1. Click Administration > System Settings > Messages.

2. The Message Queue List page appears.

To Modify Messages

You can perform the following actions:

• Add a message

• Forward a message

• Delete one or more messages

Note: You cannot edit messages already sent or received.

To Add a Message

From the Message Queue List page, click Add New.

To Delete Messages

Select the checkboxes next to the message(s) you want to delete, and click Delete.

Note: You must delete sent messages and received messages separately.

To Forward a Message

1. From the Message Queue List page, click an underlined Message. The Change Message page appears.

Note: Message details on the Change Message page are "read-only".

2. At the top of the page, click Forward this message. A second Change Message page appears.

3. Change the message details. See the following table.

Note: Changes you make on this page apply only to future sent messages of this type.

To Apply Filter by Profile to Message Recipients

1. From the Change Message page, expand the Users section, then click the System User link. The System Users List pop-up window appears.

2. In the Profile dropdown list, select a profile. The list changes to display users with that profile.

3. Select the recipients. You can select recipients individually, recipients grouped by profile, or recipients across multiple profiles. Click Add All selected or Remove All selected to add or remove all users from the recipient list.

4. Click Done to save any changes. Options you choose will apply to all selected message recipients. The System Users List window closes.

5. On the Change Message page, click Save.

Name of Field	Type	Description
General Information
Message	Text	Main body of the message. Required.
Dates
First Day	Text	The first day when the message will be sent, entered in month, day, year format or by clicking the calendar icon and selecting a date from the pop-up calendar.   Defaults to current date, which sends the message immediately after saving the record.
Last Day	Text	The last day when the message will be sent (for recurring messages), entered in month, day, year format or by clicking the calendar icon and selecting a date from the pop-up calendar.   Defaults to current date, and if the same as First Day date, message will be sent only once.
Show Every Day	Checkbox	Option to show the message everyday, overriding the date range specified above.
Users
Profile	Dropdown list	Option to filter for users and group them by profile, as selected from a predefined list.
Select	Checkbox	Click to select all users to receive the message.
Usernames	Checkboxes	Users that the message will be sent to.   Select at least one user from a profile group.
Add All selected	Button	Click to include all selected user checkboxes, which adds all users from the recipient list for the message.
Remove All selected	Button	Click to clear all user checkboxes, which removes all users from the recipient list for the message.
Done	Button	Click to save any changes and go back to the Change Message page.

To View a Received Message

Users who have been sent a message will see a You have messages link enclosed in red borders displayed near the top of the page.

1. Click the You have messages link to open the message in a new window.

2. Click Done to close the message window.

Related topics

Return to System Settings