Understanding Receiving and Sending Notices

You can work with notices in two places, each focused on different connections and actions:

  • My Notices module
  • Notices Viewer

My Notices Module

At the Main Menu, click the Notices link at the top or navigate to Internal > Notices. The My Notices module initially displays a list of incomplete notices assigned to you (if any).

Click on a notice to view more details:

  1. General Info — Provides go-to links for the team member who issued the notice and the record(s) the invoice is related to. (Note: Some notices are auto-generated by triggering events. The Issued By team member for these notices is typically the person who completed that event.)
  2. Message — Initially summarizes the purpose for the notice using standard text from the Notice Setup template. When you enter a reply message, aACE prompts whether it should be delivered to the team member who issued the notice or to all team members who received the notice. 
  3. Comments — Tracks users' updates about the event. 
  4. Other Recipients — Lists other team members who are being notified about the event.

The Actions menu here enables you to mark a notice as complete, as void, or to create a task record based on it. 

Notices Viewer

At a specific record, click the Notices link. This displays a list of messages pertaining to that record and providing the option to send a new notice.

Notices_Viewer.png

  1. Quick Search bar – Allows you to search for notices pertaining to the record.
  2. List View – Displays a list of notices pertaining to the current record. To sort the list, click the column titles.
  3. Send New Notice – Lets you send a new notice about the current record to another aACE user. You can choose to send a notice to individual team members or to a group. The notice can be delivered via the aACE notice system, email, or SMS text message.

Click on a notice to open it and view more detailed information:

Record_Notice.png

Note that there are some differences between a notice opened in the My Notices module and one opened in the Notices Viewer module. The Notices Viewer provides:

  1. Setup fields – Displays the team that the notice was sent to, as well as the template used for the notice (if it was generated by the system).
  2. Recipients list – Displays the team members who received the notice, the status of the notice, whether each team member completed the notice, and how each team member received the notice.
  3. Single User Completion box – Allows the notice to be completed by one user. If this box is not checked, the notice must be completed by each recipient before its status switches to Complete.