View Unread Messages | V4

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Users can view and manage unread messages from the public portal on the Permitting System Dashboard. The Messages tile shows permits that have new messages from applicants or portal users. From the tile, users can open the related permit record to view the message details. After reviewing the message, users can mark it as read to remove it from the unread message list.

Instructions

  1. Sign in to your site

  2. Select Permitting System, and click Dashboard:

    A dashboard interface displaying the permitting system and dashboard navigation options.

  3. Navigate to the Messages tile. If there are unread messages, the tile will display the number of unread messages and the text ‘Permits with Unread Messages from Portal’. Click More info:

    A permit dashboard displaying application statuses, inspections, and unread messages from the portal.

  4. The unread message dashboard will expand. Click on a permit ID:

    An overview of permits with unread messages and inspection statuses from the portal. An ID number is highlighted.

  5. Navigate to the Status tab. Click to expand Record Actions:

    Editing permit details interface. The status tab and record actions tabs are highlighted.

  6. To view a message, click Details:

    Case status overview showing permit applications and action details. The details link is highlighted.

  7. View the contents of the message:

    Permit application details, including message, location, author, and timestamp, for review.

  8. To remove the message from unread status, click the Mark as Read box:

    A case status overview with permit application details and 'Mark as Read' option highlighted.

  9. A pop-up window will confirm that the message status was updated successfully:

    A notification confirming a successful message status update.