Papertrail will now notify a user of any change of state to any record they have permission to view or work with. This great functionality ensures that you will now receive notifications of changes to records that are specific to you. You no longer have to rely on 'drilling' into your records via the dashboard filters to see what is happening, you will now receive a notification via your profile avatar:
NOTIFICATION OF STATE CHANGES
If an item has undergone a change of state on your account you will be see the notification clearly displayed against your avatar.
To see what the notifications are, simply click on your profile name to see this drop down:
You can now see that a member of staff has changed the state of 2 records that I have a responsibility for. What I need to do now is find out what has changed, to do this, simply select the record to view information about the inspection:
You can now see what has changed and importantly by clicking on the record name (highlighted in yellow) you can drill directly into the record to see more information if necessary.
Once you have dealt with the notification you can remove it from view by clicking 'MARK AS READ' in the top right hand corner followed by 'CLOSE'. This will then revise your avatar notification total and remove the notifications from general view.
To view all notifications that have been completed simply click on your name and select notifications from the dropdown. Next, select 'FILTER' and ensure you tick the 'Include read notifications' option. If you are a member of more than one account you can also select whether you want to view your notifications from one or more of them:
All notifications that you have read, actioned and closed will again be visible to you.
If you are receiving notifications that you don't require you can stop them being flagged up in your profile by simple 'UNSTARRING' the folder; if you are not sure how to do this, have a quick look at this article for more information.
If you have any issues or concerns, please contact us.