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A memo reaches a department and the sender sees who has opened it

Who is involved

RoleWhat they do
Department headWrites, publishes and distributes the memo and watches who has opened it.
EmployeeFinds the memo in their work queue and marks it received.

Step by step

  1. Department head

    Creates a memo, chooses a department as the audience, optionally marks it as needing acknowledgement with a deadline, and sets its classification to Public so that ordinary staff can open it.

    What they see:The memo is a draft.

  2. Department head

    Publishes and distributes the memo.

    What they see:One distribution line per person in the department.

  3. Employee

    Opens their work queue.

    What they see:The memo is listed, as for action when acknowledgement was requested and as for information otherwise.

  4. Employee

    Opens the memo and marks it received on the Routing tab.

    What they see:Their line shows Received.

  5. Department head

    Opens the memo.

    What they see:How many of the department have opened it and, when acknowledgement is required, how many have acknowledged.

Who is told what

Recipients find the memo in their work queue; no separate alert is sent to them.

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