GUIDE STATUS: IN REVIEW
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.
- Navigate to the record you wish to add a non-uci caller to the watchlist on (for this example, an open incident record).
- Navigate to the Notes tab.
- Click on the padlock icon next to Watch list to unlock editing.
- 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.
⚠️ CAUTION: Additional comments will be visible to the caller from now on. Make sure to use Work notes if notes should remain hidden from caller.
Update Log
| Updated By | Date | Notes |
|---|---|---|
| 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. |