Viewing and Editing Records
Because records are accessible to multiple users, Vantagepoint provides indicators so that you always know who is editing or viewing a record in real-time.
- Related Topics:
- Editing and Viewing Records Quick Reference Card
This quick reference card provides an overview of how to use the edit and view records feature. - See Who Is Editing or Viewing a Record
When you open a record in Vantagepoint, you can quickly assess who is editing or view a record. You can also use these icons to communicate with the other employee either by sending an email or initiating a chat. - View Messages that Display a Record's Editing Status
As you make edits to a record and save your changes, color-coded status messages display at the top of the form to alert all employees of the changes to the record. - Send a Chat Message
While editing or viewing a record, you can click on the employee picture icon to open an info bubble with the employee's contact information. If Microsoft Teams Chat is enabled, you can click the chat icon to initiate a chat with the employee.
Parent Topic: User Interface Fundamentals