Communicate Using IFS Talk—Exercises
Basic Data Setup
Purpose: The purpose of this exercise is to setup the basic
data required for running this particular functionality.
Windows:
Group Subscription
- Open the
Group Subscription
window.
- Ensure that the following user groups are created.
User Group |
Access Level |
Persons in Group |
Site Managers |
Restricted |
ALAIN |
DAMON |
Project Team |
Public |
ALEX |
MIKE |
RALF |
General exercise for defining user groups.
Main Exercise
Purpose: The purpose of this lesson is to show how
scribbles can be posted on IFS Talk.
Windows:
IFS Talk
- Log into the system as DAMON.
- Open the IFS Talk window.
- Type a message in the call out.
- Click Attach a file to attach a document to the scribble.
- If you want to send the message to all persons, select All as the audience. If you only want to send the
message to your team members or site managers, select Project Team or
Site Managers as the audience.
- Select High as the importance of the scribble.
- Click Say It! to post the scribble.
- Log in to the system as DAMON.
- Open the Time Card Day window. Consider a scenario where site manager
Damon is evaluating the project time reporting of team members using the
Project Time Reporting window.
- Click IFS Talk in the task bar to open the IFS Talk message board.
- Type a message in the call out.
- If required, click Attach a file to attach a document to the scribble.
- If required, click Grab Screen to attach an image of the screen
to your message.
- If you want to send the message to all persons, select All as the audience. If you only want to send the
message to your team members or site managers, select Project Team or
Site Managers as the audience.
- Set the importance of the scribble to High, Low or
Normal by selecting the relevant option.
- Click Say It! to post the scribble.
- Log into the system as DAMON.
- Open the IFS Talk window.
- You can filter the scribbles listed to view the scribbles from selected
audiences. The user groups Site Managers and Project
Team will be available as filters.
- If required, click Thread to view the thread of scribbles
connected to each scribble.
- Now, log into the system as ALEX.
- Go to the IFS Talk window.
- Note that only Project Team will be listed in the
Filter by Audience pane. That is, you are not allowed to view
scribbles posted by the Site Managers group, because it has
restricted access (user group is restricted).
- Log into the system as DAMON.
- Open the IFS Talk window.
- You can filter the scribbles listed to view the scribbles from the
required audience as shown in the previous procedure. You can also use the
search option to select scribbles.
- Click Reply.
- Type a message in the call out.
- If required, you can attach a document to the message.
- Select the audience which should receive the reply from the list.
- Click Say It! to post the reply.
- Log into the system as DAMON.
- Open the Scribbles window.
- Select outdated and/or unnecessary scribbles.
- Right-click and click Archive. This will ensure that the scribble will
not be visible in the IFS Talk window.
- If required, you can again set to Release any archived messages.