Course/Competency Screen

In order for a specific Course/Competency to be included in the display for a particular message, the Device Message Participation field must be set to Enabled or Enabled with Lockout.

To activate specific courses or competencies, complete the following steps:

1. Open the Configuration section>System card>Course/Competency screen.
2. The Course Search screen is displayed. Enter criteria to search for the courses/competencies to be updated. See Searching for a Record.
3. Check the boxes of the records to select the ones to be updated. Click on the folder of the first record to open and update it.
4. In the Device Message Participation field, set the participation level to either Enabled or Enabled With Lockout.

   Indicates the action when an event occurs that is linked to an Event Subscription. For example, if an employee's required course has expired, this setting determines whether the employee is given a message and whether that employee can clock into the system.

   Messages can be viewed on the Home page>My Unread Messages screen and in the Actions section>Employee card>Messages screen.

   The My Unread Messages card displays any messages sent to the employee which are not marked as Read. The screen displays an icon for High or Low priority messages, shows the severity of the message, indicates if there is an attachment, shows who sent the message, displays the subject of the message, and shows the date and time the message was sent.

   To open and read a message, click the folder icon to the left of the message. Once a message is opened, it is marked as Read, and is automatically removed from the My Unread Messages card because it is no longer unread.

   To bring a read message back to the My Unread Messages screen, click on the View Messages button open the Actions section>Employee card>Messages screen. Check the box to the left of the record and click on the Mark as Unread button.

   • Messages that have been read are still available in the Actions section>Employee card>Messages screen. To permanently remove the message, check the box to the left of the record and click on the Delete Selected button.

   

   The following fields are displayed on this card:

   Folder

   Click on the folder icon to open the record and view the details. This will take the user to the Actions section>Employee card>Messages screen so the user can open and view all messages.

   Priority

   The priority icons can be assigned by the user sending the message to indicate the importance of the message. When the Normal priority is selected, no icon is displayed.

   	High Priority	Indicates that this message was sent with a high priority.
   	Low Priority	Indicates that this message was sent with a low priority.

   Severity

   This field shows the severity level of system-generated notifications. The severity level icon displayed is determined by the severity level assigned to the notification. Messages sent by other users have a severity level of Informational.

   	Critical	Indicates that this message has a status of Critical. Depending on settings, the employee may be locked out from badging into the system with a critical message relating to Licenses or Education Requirements. Note: Contact your supervisor if you are locked out due to a Critical message.
   	Warning	Indicates this message has a status of Warning. The employee may have to complete an action. If not completed by a certain date a related Critical message may be issued (for example, renew a license or education requirement.)
   	Informational	Indicates that this message is used to relay information to the employee. An action may need to be taken by a certain date or a related Warning message may be used.

   Status

   Unread

   Indicates that this message has a status of unread. Once a message has been opened, the status is automatically reset to Read and this icon is no longer displayed.

   Attachment

   Attachment

   Indicates this message has an attachment. Click on the icon to open the Attachment page, and a link to the attached document.

   From

   Indicates the user who sent the message. If the message is generated by the system as a result of a Notification Subscription, this field displays System Account.

   Subject

   The heading that describes the message.

   Date

   The date and time this message was sent.

   More About Date Value Fields

   When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.

   More About Time Value Fields

   When a field requires a Time Value, the value must be formatted in 24-hour time. This means after noon, the hour value entered should have 12 added to the hour value shown on the clock. For example, if the time is 3:00 pm, the correct value in 24-hour format is 15:00 (12+3 = 15).

   • The system automatically formats entered values to hh:mm (two-digit hour value, two-digit minute value separated by a colon).
     • Enter 1500 and the system automatically adds the colon between the hour and minute values to convert this to 15:00.
     • Enter 900 and the system adds the leading zeros and colon to convert this to 09:00.
     • The system adds leading zeros to any value less than 4 digits. For example, if 9 is entered, the system converts this to 00:09 (nine minutes after midnight).
     • If the last two digits of the entered value is larger than 59, this cannot be converted to a valid time and an error message is generated.
     • If the first two digits of a four-digit value is larger than 23, this cannot be converted to a valid time and an error message is generated.
     • Enter midnight as 00:00; enter noon as 12:00.
   • If a "p" or "pm" is entered after the hour value, the system automatically converts the time to the corresponding afternoon value in 24-hour time. For example:
     • Enter 300p or 300pm and the system converts this to 15:00 and adds the colon.

   Action Buttons

   The following actions are available at the bottom of the grid:

   Add Message

   Click on the Add Message button to open a wizard to create and send a new message.

   For more information on creating a new message, see Steps for Adding a New Message.

   View Messages

   Click on the View Message button to open the Actions section>Employee card>Messages screen. From this screen, the user can view messages that were previously marked as Read, can update the status of a message to Read or Unread, can permanently Delete a message or create a New Message.

   The following actions are available in the left pane when the View Messages button is enabled:

   Delete Selected

   The Delete button is used to remove one or more records from a screen.

   To delete a record, complete the following steps:

   1. Click on the selection box to the left of each record to be deleted.

      A check mark is displayed

   2. Click the Delete button.
   3. If a single record is open, select the Delete button (there are no boxes to select the record).
   4. A message is displayed verifying the record should be deleted. Click on Yes to continue.

   Mark as Read

   To indicate that a message has been read, check the box to the left of the message and then click on the Mark as Read button. The message no longer appears on the My Unread Messages card on the Home page.

   To change the status of a Read message back to Unread, check the box to the left of the message and then click on the Mark as Unread button. The message now appears again on the My Unread Messages card on the Home page.

   Mark as Unread

   To change the status of a Read message back to Unread, check the box to the left of the message and then click on the Mark as Unread button. The message now appears again on the My Unread Messages card on the Home page.

   New Message

   Click on the New Message button to open a wizard to create and send a new message.

   For more information on creating a new message, see Steps for Adding a New Message.

   Device Message Participation Options

   The following Device Message Participation options are available:

   Enabled	This course participates in device messaging. A message is generated for the employee when a related event takes place. When a “lockout” occurs for a critical message, the employee sees the lockout messages, but is still able to delete the message and go on to add, edit, and delete clockings as normal
   Disabled	This course does not participate in device messaging. No message is generated when a related event takes place.
   Enabled with Lockout	This course participates in device messaging. When a related event takes place, if the severity level of the event is Critical, the employee sees the lockout message, and is NOT able to delete the message. The employee is not able to add, edit or delete clockings until the issue is resolved.

5. Save the record.
6. Scroll to the other records by using the navigation records in the left pane, and update each record.