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GUIDE STATUS: 

Status
colourYellow
titleIN REVIEW
 

Input into the filter navigator, "Open"
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 Under Incident, Click on Open.
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Open the incident ticket you wish to modify by clicking on it's number.
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Under the incident's Notes, click on the pad lock next to Watch list.
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Overview

On occasion, it is necessary to add a non-UCI caller to the watchlist on a record, whether it is an incident, project, or another record. This guide describes the proper way to add a non-UCI caller to the watchlist so that they get notifications relating to the record as well. An incident record is used as an example below.

  1. Navigate to the record you wish to add a non-uci caller to the watchlist on (for this example, an open incident record).
  2. Navigate to the Notes tab.

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  3. Click on the padlock icon next to Watch list to unlock editing.

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  4. Add the caller's email address into the Enter email address field. Click on the email icon to add the email to the watch list.Image Removed

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    ⚠️ CAUTION: Additional comments will be visible to the caller from now on. Keep non-caller related comments within Work Notes.
    Image RemovedMake sure to use Work notes if notes should remain hidden from caller.

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Update Log

Updated ByDateNotes
Michael Anthony Waara  Removed specific commentary, updated screenshots and formatted page for clarity, implemented revisions suggested by Preston Orwig.
Alexander Braxton Awest  In review.
Alexander Braxton Awest Initial Creation and first draft complete.