Worker Notifications

On the navigation bar, click the Notifications button.

Select a worker from the favorites list or search for a worker.

Favorites List

On the sidebar menu, select a worker’s name from the Favorite Lists.

Search for a Worker

1. On the sidebar menu, open the Search Worker drawer.

2. In the Search By list, select Last Name, First Name, Network ID, or State ID.

   

3. In the Search field, type the required information. After you type the minimum number of characters (minimum varies), suggestions appear and the Search button becomes active. To clear the Search field, click the x next to the field.

   

4. Either click the Search button or click a suggestion.

5. In the search worker results, do one of the following:
   • To view the worker’s notifications, click the worker’s name in the Name column.
   • To view the worker’s user information, click the worker’s network ID in the Network ID column.

   

6. To add or remove a worker favorite, click the star next to the worker’s network ID.

   

7. To return to your notifications, click My Notifications on the sidebar menu.

   

To update the notifications list with new items, click the Refresh List button.

To update the notifications counts on the sidebar menu, click the Refresh Sidebar button.

You can sort and filter the notifications list. See Sort and Filter.

To view the case or person file, click the number in the ID # column.

If the worker who launched a worker communication entered a due date, the status is shown in the Due Date Status column (hourglass icon). The icon is orange until 5 days before the due date. Then, the icon changes to red. To view the due date, hover over the icon.

These are the actions that trigger Upload, Imaging, and Worker Communication notifications.

• Upload: Three scenarios: (1) A worker uploaded content to a case, and you are the primary worker on the case. (2) You have subscribed to notifications for a case. (3) You have subscribed to notifications for all cases or persons.
• Imaging: Three scenarios: (1) Imaging Operations uploaded content to a case, and you are the primary worker on the case. (2) You have subscribed to notifications for a case. (3) You have subscribed to notifications for all cases or persons.
• Worker Communication: A worker launched a worker communication workflow and selected you as a recipient.

The notification type is shown in the Step column.

Content items up to 524 MB open in the content viewer. Content items over 524 MB are downloaded to your Windows Downloads folder.

1. In the notifications list, do one of the following:
   • One item: Click the name in the Type column. The notification opens in a new tab.

     

   • Best practice: If you want to view multiple items, first open one item, and log in to the IBM Content Navigator (ICN). Then open the rest of the items.
   • Multiple items (up to 15): Select the check boxes next to the items that you want to open. To select all items, click the top check box. On the content menu, click View Selected (eye icon). Each notification opens in a new tab.

     

2. If the Welcome to IBM Content Navigator window appears, type your network ID and password, and click the Log In button.

   

3. Do one of the following:

   • View notification history: Click the Notification History tab (actual text on tab may vary from illustration). To view history details, click the arrow at the end of the history item row.

     

   • Close the notification without completing it: Click the Unlock and Close button. On the notifications list, click the Refresh List button to display the full notifications list.

     

   • Complete the notification (next).
   • Transfer the notification to another worker (below).

1. To add a detail about the notification, click the Add Detail button on the sidebar menu, type the detail (up to 100 characters), and click the Save Detail button.

2. When you are done processing the notification, do one of the following:
   

   • Most notifications: Click Complete on the sidebar menu.
   • Revert/Delete notifications: Click Acknowledge result on the sidebar menu.
   The notification is removed from the notifications list and an entry is added to the Recent Actions table on the My ECF page.

   

I accidentally completed a notification. How do I see the associated content?

You can no longer see the notification, but you can see the content associated with the notification. Go to the Recent Actions table on the My ECF page. Click the number in the ID # column to view the case or person file.

You can transfer a notification to another worker.

1. On the sidebar menu, click Transfer Notification.

   

2. Optional: To include a message to the worker, click the Add Detail button on the sidebar menu, type the detail (up to 100 characters), and click the Save Detail button.

3. In the Search By list, select an option:

   • Last Name, First Name, Network ID, or State ID: Go to step 4.
   • My Favorites: Go to step 6.

4. In the Search field, type the required information. After you type the minimum number of characters (minimum varies), suggestions appear and the Search button becomes active. To clear the Search field, click the x next to the field.

   

5. Either click the Search button or click a suggestion.

6. In the worker search results or favorite workers table, select a worker.

   

7. Click the Transfer to Worker button. The notification unlocks and closes. It is removed from your notifications list and added to the selected worker’s notifications list

• Opening a notification locks it, so other workers cannot open it.
• Closing a notification with the Unlock and Close button unlocks it.
• Unless the worker unlocks the notification, it remains locked for 24 hours and then automatically unlocks overnight.
• A lock icon indicates that the notification is locked.
• To view the network ID of the worker who has locked a notification, hover over the lock icon. If you need the notification unlocked sooner than the automatic release time, contact the worker. To view the worker’s contact information, click the link in the Type column. In the popup message, click the worker’s network ID.

While viewing another worker’s notifications list, you can add or remove worker favorites. See Viewing Another Worker’s Notifications List > Search for a Worker (above).

You can favorite up to 25 workers throughout ECF Next.

Worker favorites appear in the Favorite Lists on the sidebar menu.

To view the mystery items list, click Unknown under Mystery Items on the sidebar menu.

To view the recycle bin list, click Recycle Bin under Mystery Items on the sidebar menu.

Only workers authorized as mystery item specialists can view the mystery items list and the recycle bin list.

I think I should be able to view this information. What do I do?

Contact your supervisor.