Getting Started How To's

How to's for the Getting Started guide.

Filtering Announcements by Date

Steps:

1. Open the announcement list screen.
2. Use the column filters above Start Date or End Date.
3. Select the desired date range.
4. The list will update to show matching announcements.

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Publishing an Announcement to a Specific Audience

Steps:

1. Open the New Announcement panel or edit an existing one.
2. Scroll to the Role Filter section in the form.
3. Select one or more criteria such as Department, Position, User Group, or Title.
4. Click Save to publish the announcement only to the selected target audience.

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Displaying Announcement as Popup at Login

Steps:

1. Create or edit an announcement.
2. Enable the Show at Startup option.
3. Save the announcement.
4. It will be shown as a popup when users log in to the system.

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Sending an Existing Announcement via Email

Steps:

1. Go to the Announcements list screen.
2. Find the announcement you want to send via email.
3. Click the Edit icon to open the detail panel.
4. In the announcement form, check the Send as Email option.
5. Click Save to update and send the announcement to users by email.

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Creating a New Announcement

Steps:

1. Navigate to the announcement list screen.
2. Click the New button on the top-left.
3. Fill in required fields like Subject, Message, and Status.
4. Optionally set role filters, validity dates, and email/pop-up options.
5. Click Save to create the announcement.