View Messages in Resource Planning

Background

When managing your resource, you can send messages to provide helpful information such as updates to weather, schedules, or information about certain job titles.

Things to Consider

Steps

View Messages (Beta)

  1. Navigate to the company's Resource Planning tool.

  2. Click the Communications (Beta) tab.

  3. Click Messages from the drop-down menu.
    Resource Planning Alerts Messages Dropdown

  4. View Messages.

    • View Messages

      1. Select a view to see messages based on status:

        • Inbox

        • Sent

        • Delivered

        • Failed

        • Starred

        • Scheduled

        • Drafts

    • View Details

      • In the 'Date/Time Sent' column, select the envelope Envelope icon for the message to view the details.

    • Column Order

      1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.

    • Pinning and Sizing

      1. Click the vertical ellipsis Icon Ellipsis Verticalfor the column. Then select from the following options:

        • Pin Column: Click to pin the column to a specific side or remove the pin.

          • Pin Left

          • Pin Right

          • No Pin

        • Autosize This Column: Click to automatically adjust the size of this column.

        • Autosize All Columns: Click to automatically adjust the size of all column.

        • Reset Columns: Click to reset the columns to the default settings.

View Messages (Legacy)

  1. Navigate to the company's Resource Planning tool.

  2. Click Communications and select Messages.

  3. View Messages.

    • By Type

      1. Click to view your Inbox, Starred, Sent, Scheduled, Drafts, and Archived messages.

    • Filter by Status

      1. Click the status filter and select the status of notifications you want to view.
        legacy alerts status filter

    • Search

      1. Click the Search Recipients box and enter the recipient's name.

      2. Tap ENTER on your keyboard to search.

See Also

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