• The main body of the Messaging screen contains a list of sent messages along with several columns of summary data for each.

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• To the left of the message list is a search and filter sidebar that is useful for narrowing down the list of messages displayed.

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• The blue buttons on the right side of the screen just above the message list are message-related options and actions that can be taken with messages that are selected with the checkboxes to the left of each group name.

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• Actions that may be executed for individual messages are also accessible using the carat icon under the far right hand column for each record.

Messaging - Main Screen - Sorting

• You can sort the list by any of the columns by simply clicking on the column header.  For example, if you want to sort by “Subject,” click on the Subject column header.

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Messaging - Main Screen - Filtering

• You can use the “filter” options on the left side of the screen to refine the message list.
• The first filter is a text search box.  Enter a key word to narrow the displayed messages.
• The next group of filters allow you to filter by Sender, Status, and/or Recipient State. You can also filter by Date Sent using the dropdown selector.
• You can apply more than one filter.

Messaging - Main Screen - Select a Message (to Resend or Cancel)

• Select one or more messages from the list to Resend or Cancel by checking the boxes to the left of the message information row.
• The action options available for the selections will be updated on the screen.
• Note that “Resend” and “Cancel” are the only actions applicable to selected messages.

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Messaging - Main Screen - Message Details

• There are two ways to view details of a message:  ​ 1. Click on the Subject in the message list OR 2. Under the Action column, click on the carat icon and then select "Details."

*Select Subject in the message list

Under the Action column, select "Details"*

• A window will open displaying message details, including:
• The sender
• The date and time the message was sent
• Expiration time
• The message itself
• The response options

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• The window also displays recipients of the message and status information for each, including whether the message was received and read as well as the response.

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Messaging - Main Screen - Summary of Recipients & Responses

• Select the “information” icon to the left of the Actions column to view a summary of recipients and responses.

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Messaging - Main Screen - Create a New Message

• To send a new message, click on the “New” button at the top right of the screen.

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• A window will open with fields and options for configuring the message.

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• Click on the “To” button to select recipients of the message.  In the window that opens, use the dropdown on the left to select the type of recipient – choose from Vehicles, People, Groups, or Distribution Lists.  The list of users below the category will update according to the category.  To add users, click on the “+” symbol to the right of the name(s).  Selected users will appear in the “To” box.  Alternatively, you can use the “Search Text” bar to search for specific users. When finished selecting recipients, click on the “Done’ button in the lower right.

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• Note that from the message setup screen, you can also choose to send the message to every user in the system.  To do so, select the checkbox next to “Broadcast to everyone.”
• Once they are selected, recipients will be displayed in the box under the “To” button.
• Enter a subject in the “Subject” field and the message in the “Message” box.
• Select a length of time the message will be available from the dropdown selection box.
• To configure responses that will be available for recipients, click on the “+Add response” button.
• In the text box that appears, enter the first response.  The number to the right of the text box indicates how many available characters remain for the response.

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• To add another response, click on “+Add response” again.

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• Use the up and down arrows to the right of the text box to adjust the order in which the responses are displayed.
• To delete a response, click on the “X” to the right of the text box.
• When ready, click on the “Send” button at the bottom of the screen to send the configured message.

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Messaging - Main Screen - Resend a Message

• There are two ways to resend a message. 1. ​​Select the checkbox on the left side of the message row and then click on the "Resend" button.  You can select more than one message.  OR... 2. In the Actions column, click on the carat icon and then select the Resend option.

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*Select the checkbox next to the message and click on the Resend button

In the Actions column, select the "Resend" option*

• A notification in the top right of the screen will appear, indicating the message was sent successfully.

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Messaging - Main Screen - Cancel a Message

• There are two ways to cancel a message after it's been sent. 1. ​​Select the checkbox on the left side of the message row and then click on the Cancel button.  You can select more than one message.  OR... 2. In the Actions column, click on the carat icon and then select the "Cancel" option.

Select the checkbox next to the message and click on the Cancel button

In the Actions column, select the Cancel option

• A notification in the top right of the screen will appear, indicating the message was cancelled.

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Messaging - Main Screen - Distribution Lists

• To add, edit, or delete Distribution Lists, click on the "Distribution Lists" button at the top right of the Messaging screen.
• For more information, see Online Help for Manage Distribution Lists.

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