Consultations

To create a new consultation, see Create a Consultation.

Consultations include the following components:

View and Update Global Information

The Global Information section of a Consultation is always visible on the consultation.  You can edit some content, based on permissions and your local configuration.

Click the blue text to open a window to edit the existing content.

Change Consultation Name

1. Click the blue text to clear the current content and type in the change.

2. Click the check - icon button.

Change Assignee

1. Click the blue text to open the content for editing.

2. Search for the user and select their name and group.

3. Click Confirm.

Change Due Date

Due Date: Use the calendar to select the date and time.

Change Owning Group

1. Click the blue text to open the content for editing.

2. Search for the group then select the name.

3. Click Confirm.

Change Priority

1. Click the blue text to open the drop down box and select the priority level.

2. Click  check - icon

View and Update Summary and Details

View Summary and Details

1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the Details icon icon to open the Details section.

2. The free-form text space is available to enter or edit the consultation summary and details. You can format text and include attachments in the Full Consultation Details.

3. Once you have entered the content, press the Save save icon button.

Edit Details

1. Enter (or update) task details in the text space. The section provides tools for formatting text, adding hyperlinks, and attaching files.

2. Click the Save save icon button.

View and Update People

View People

The People section lists people related to a consultation. In the Expanded Treeview of the Browse Panel, click on the People section title.

Add People

To add an existing person to a task, click the + button on the section title bar.  The add person window opens.

1. Search for an existing person by clicking in the Person field.

2. Select the person, then choose the Consultation Person Type from the drop-down menu.

3. Click Save Person.

4. To add a new person, click the Add New Person button and complete the information for the person.

5. Click Save Person, then choose the Consultation Person Type.

6. Click Save Person.

Delete People from Consultation

To delete a person from the consultation, click the delete icon button.

View and Update Organizations

The Organizations section lists organizations related to the consultation.

View Organizations

In the Expanded Treeview of the Browse Panel, click on the Organizations section title or icon, or from the Navigation Icons Panel select the  icon to open the Organizations section.

 

View and Update Documents

View Documents

The Documents section lists documents related to a consultations. Document actions are described in detail in Document Management.

View and Update Participants

The Participants section lists participants related to the consultation.

View Participants

In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the  icon to open the Notes section.

Add a Participant

To add a participant, click the + on the section header. The Add Participant window opens.

Select the  Participant Type. Search for the participant name. Click Save. 

Edit or Delete a Participant

To edit or delete a participant, choose the edit icon or delete icon on the Partipants list. Some participants are required and cannot be deleted.

View and Update Notes

View Notes

The Notes section lists existing notes and is available to add or update notes.

In the Expanded Treeview of the Browse Panel, click on the Notes section title or icon, or from the Navigation Icons Panel select the Notes - icon icon to open the Notes section.

Add Notes

1. To add a note, click the icon button on the section title bar. This will open a window where a note can be added.

Fields marked with red asterisk are required.

2. Complete your note and click Save.

Update Notes

To edit a note, click the edit icon button.

Delete Notes

To delete a note, click the delete icon button.

In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the  icon to open the Tasks section.

The Task list opens.

Tasks

Add a Task

To add a task, click the + on the section title bar. The new task window opens.

Complete the required and optional information as needed. Click Save Task.

Delete a Task

To delete a task, locate the task on the list. Click the icon.

View and Update References

View References

The References section lists reference number, reference title,  type, assignee, date modified, and status.

In the Expanded Treeview of the Browse Panel, click on the References section title or icon, or from the Navigation Icons Panel select the arrow icon icon to open the References section.

Add References

1. To add a reference, click the icon button on the section title bar. This will open a window where a reference can be added.

2. Search and select a reference. Click add.

Delete References

To delete a reference, click the delete icon button.

Filter References

You can filter references based on reference number, title, type, assignee, date last modified, or status.

To filter, click in a column’s filter box and start typing. The list of results will update automatically.

Filter References

View History

The History section records the task’s events.

In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the bell icon icon to open the History section.

View and Update Time

View Time

The Time section lists timesheets associated with the consultation. It will show the form name, user, and other related information.

In the Expanded Treeview of the Browse Panel, click on the Time section title or icon, or from the Navigation Icons Panel select the clock -icon icon to open the Time section.

View Time

Add Time Tracking

1. To add a timesheet, click the icon button on the section title bar. A window opens where the timesheet can be completed.

Note: Per your configuration, there may not be a Send for Approval workflow.

2. Complete the required fields and any additional fields and click Save or Send for Approval when finished.

Edit Timesheet

To edit a timesheet, click the edit icon button.

Filter Timesheet

You can filter timesheets based on the form name, user, total hours, total cost, modified date, or timesheet status.

To filter, click in a column’s filter box and type in the first few characters. The list of results will update automatically.

Filter Timesheet

View and Update Cost

View Cost

The Cost section lists the costsheets associated with the consultation. It will show the form name, user, and other related information.

In the Expanded Treeview of the Browse Panel, click on the Cost section title or icon, or from the Navigation Icons Panel select the Navigation Icons Panel icon to open the Cost section.

View Cost

Add Cost

1. To add a costsheet, click the icon button on the section title bar. A window opens to complete the costsheet.

Note: Per your configuration, there may not be a Send for Approval workflow.

2. Complete the required fields and any additional fields and click Save or Send for Approval when finished.

Update Cost

To edit a costsheet, click the edit icon button.

Filter Cost

You can filter costsheets based on the form name, user, total cost, modified date, or costsheet status.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Filter Cost

View and UpdateTags

View Tags

The Tags section lists tags and lets you add tags to a task.

In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the tags icon icon to open the Tags section.

Add Tags

1. To add a tag, click the icon button on the section title bar. This will open a window where a tag can be added.

2. Search for a tag and click Add Tag.

Delete Tags

To delete a tag, click the delete icon button.

Filter Tags

You can filter tags based on the tag, the date created, or the user who created it.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Suggested Consultations

Choose Suggested consultations from the Expanded Treeview of the Browse Panel. A list of suggested consultations opens.