Tracking Your Assigned Service Records Modified by Other Users

Market: Federal/State/Local, House, Senate

Description: This guide provides instruction on how to turn on the setting that allows users to identify any of their assigned service records that were modified by other users.

Click the following link to be brought directly to the subtopic:

Clearing Service Records Alert Notifications

1.Navigate to Preferences. This menu is located under your user name on the top right corner.

2. Expand Services.

3. Select Yes in the field, “Track all of my services changed by other users.”. Click Save.

4. Navigate to the Home module. Confirm that the My Work Summary Tile is visible.

5. In the My Work Summary Tile, the Changed by others link displays the number of service records assigned to you but were modified by other users. The date displayed represents the oldest date a service record assigned to you has been modified by other users.

6. Clicking on this link redirects you to the page, My Services Changed By Others.

Clearing Service Records Alert Notifications

1.Once you have reviewed these service records, you can clear the notifications. Select the records.

2.Click Change \ Clear Changed Alerts. The selected records will be deleted from this page.

3. Navigate to the Home module. Confirm that the My Work Summary Tile is visible.

4. In the My Work Summary Tile, the Changed by others link now displays only the records that have not been viewed nor cleared.