Acknowledge Activities Actioned by Other Staff

Created by Ivo Support, Modified on Thu, 1 May at 2:22 PM by Ivo Support

Ivo will notify you when another staff member adds a file note to one of your records.
When you open Ivo, the following message is displayed.


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When you then click the 'OK' button, Ivo displays the list of actions that have been made by other staff.  The list is displayed in chronological order for each client and activity.  That is, all actions for one activity are displayed together, from oldest to newest, for each client.


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The first item in the list is selected automatically and the details of the message are displayed on the right side of the Ivo window.


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When you have read the details of the action, simply click the Acknowledge button below the message to remove it.
You can Acknowledge each message separately or you can click on the Acknowledge All hyperlink (as highlighted in yellow in the above screenshot) to collectively acknowledge all the messages at once. If you choose to take this step, you will be prompted to confirm the action.


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