Viewing Consultations

You can view instances with consultations sent to you using the Consultations view. Then, you can select an instance with a consultation and read it in the Instance Detail panel

  1. To display a list of work items with consultations, select the Consultations view (Consultations view icon) in the Views panel. The Work List panel will show the Consultations view. This view shows only those instances with consultations.
  2. To view a consultation for an instance, select (highlight) the instance from the list. The instance will appear in the Instance Details panel.
  3. In the Instance Details panel, to view the most recent consultation, select the Consultations tab (Consultations tab icon). To view all previous consultations, select the Notes tab(Notes icon).
You can read the consultation. You can send a consultation to reply. See Sending Consultations.
Parent topic: Instance Detail Panel
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