Use the Jobs List, Chat, or Settings submodule to search for conversations in selected jobs.
To use the Jobs List submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To use the Chat submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To use the Settings submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To search for a job conversation:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List.
-
Highlight the job of the conversation that you are looking for.
-
Take one of the following actions:
- Click
Further options
and select
View job settings. On the side toolbar of the right pane, click
Chat.
- On the grid toolbar, click
Job properties sidebar
and on the side toolbar of the right pane, click
Chat
.
- On the side toolbar, click
Chat.
- On the side toolbar, click
Settings and on the side toolbar of the right pane, click
Chat.
-
Click the applicable tab or use the drop-down list to select the category of the conversation that you are looking for.
Note: For a closer look at the conversation, you can proceed to the Conversation tab of the corresponding submodule of the category.
Workbook displays the conversation threads in the left pane and the comments of the selected conversation in the right pane.
-
In the left pane, use the
Search field to enter a keyword associated with the job conversation.