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How to view a cardholders Vircarda Message record
This article details how to view a cardholders message record, which is a record of all Vircarda Messages and System Notification messages issued to a cardholders Vircarda account.
At present this functionality is limited to Employer Admins (Premium Functionality Employer) within the same company (i.e. you can not see messages issued by another company).
This instruction applies to the following RIW System User Roles:
- Employer Admin (Premium Functionality Employer)
Step 1: Log in to the RIW System
Go to https://app.riw.net.au and login using your credentials.
Step 2: Search for My People
Click on the Search for My People shortcut on the Main Dashboard. Alternatively you can find this function under the People tab.
Step 3: Search for My People
Search filters are available to refine the list of cardholders displayed. All cardholders are displayed by default when clicking the Search button without any filtering.
Depending on your RIW User Role permission, you may be able to filter by first name, surname, RIW number, Company, Relationship, Project or Site.
Use the page options underneath the list to view more or less records per page and to navigate to the required page. Columns can be sorted by clicking on the column title.
Please be careful with using common data that may generate a large number of results.
Step 4: Select cardholder to view and edit
Highlight the required cardholder record from the list and click the Edit button.
Step 5: View messages
Once on a the cardholders profile. click on the Messages tab on the left hand side menu, which is the last menu item.
The following details are displayed in the message record: Message Title, Message Type, Sent Date & Time, Action and Action Date & Time, and includes all Vircarda messages and Vircarda system notification messages issued to the cardholder.
The message record can be filtered by searching for specific text in the Message Title field, by specifying a date and time range that the message has been sent, or an action has occurred, or by using the drop down lists for specific message types and actions.
The filter options for Message Type are All, System Messages and Company Messages.
The filter options for Action are All, Delivered, Opened and Deleted (unopened).
Click on the Details link next to a sent message will also surface the event interaction with the message.
RIW Knowledge Centre Article Link:
https://support.riw.net.au/support/solutions/articles/51000161530
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