Add Notes, Messages, Tags, and Reminders in the Messages Pane
CCH Tagetik Supply Chain Planning includes a Messages pane, which lets you add notes and attachments, send messages, set alerts and notifications, and more at any level in CCH Tagetik Supply Chain Planning, from a record to a dashboard. This pane is also know as the collaboration hub. You can tag relevant people (@bill_anderson) and they are alerted through the Messages pane. You can use hashtags (#BlueZone) to facilitate search for internal projects, specific products, and more.
Note: A best practice for hashtag use is to develop naming conventions to ensure they work as intended. For example, if one user types #MarNumbers and another types #marnums, they would return different results.
To work in the Messages pane
- To open the Messages pane, in the upper right of the screen, click the Messages icon (
). - In the Messages pane, do any of the following:
Messages Pane Options
| Option | Procedure |
|---|---|
| To add a message | Do one of the following: - In the Post a new message... text box, type your message, and click Save. - To add an image or video file, click the Post a Photo/Video icon (), navigate to the image or video you want to post and click Open. - To add a form, click the Post a Form icon (). See To add a form in the Messages pane. |
| To search for a message | - In the upper-right of the pane, click the Search All Messages icon (). - In the drop-down list to the left, select one of the following: - All: Search all messages for the text you type. - By me: Search messages sent by you for the text you type. - @ me: Search all messages sent to you for the text you type. - This page: Search all messages on the current page for the text you type. - Press Enter You have the option to specify more search parameters. |
| To review all recent messaging updates | Click the Search All Messages icon () and click Changes. |
| To save a search | - In the upper-right of the pane, click the Search All Messages icon (). - In the drop-down list to the left, select one of the following: - All: Search all messages for the text you type. - By me: Search messages sent by you for the text you type. - @ me: Search all messages sent to you for the text you type. - This page: Search all messages on the current page for the text you type. - To add search parameters, on the right of the search, click the Show Advanced View icon (). - When you are done with your search query, click Save Search. - In the Save Search screen, type a name for your search, and clickOK. Your search is available at the top of the Messages screen. |
| 3. If needed, take any of the following actions on a sent message: |
Message Options
| Option | Description |
|---|---|
| Reply () | Reply to a message. |
| Edit () | Edit a message you posted. |
| Upload Attachment () | Add an attachment to a message you posted. The maximum size the software allows is 5MB. |
| Set Reminder () | Set a date on which to send a notification to yourself regarding a message. The notification displays on the Notifications icon (). Click the icon to see the message with the notification. |
| Delete () | Delete a message you posted. |
| Make Private () | Make message unavailable to all users except yourself. |
4. To close the Messages pane, in the upper right, click the Close icon ( ). |
To add a form in the Messages pane
- In the text box, click the Add a Form icon (
). - Select one of the following:
Form Options
| Option | Procedure |
|---|---|
| Expedite Order | In the Expedite Order message, specify the part number and associated order information. Expedite Order Pane |
| Purchase Order | In the Purchase Order message, specify the part number and associated order information. Purchase Order Pane |
| Transfer Request | In the Transfer Request message, specify the part number and associated transfer information. Transfer Request Pane |
| 3. Click Save. |