A memo reaches a department and the sender sees who has opened it
Who is involved
| Role | What they do |
|---|---|
| Department head | Writes, publishes and distributes the memo and watches who has opened it. |
| Employee | Finds the memo in their work queue and marks it received. |
Step by step
- 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.
- Department head
Publishes and distributes the memo.
What they see:One distribution line per person in the department.
- Employee
Opens their work queue.
What they see:The memo is listed, as for action when acknowledgement was requested and as for information otherwise.
- Employee
Opens the memo and marks it received on the Routing tab.
What they see:Their line shows Received.
- 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.