CIMAR Messaging
Description
CIMAR's messaging system works similarly to email, allowing users to communicate in multiple ways. Messages can be sent to individual users via their CIMAR-registered email, to an entire worklist, or to a share code. When sent to a worklist or share code, all users with access to that worklist or share code will be able to view the message. This flexibility also enables a level of privacy when messaging about specific studies. Users with the correct role permissions can respond to these messages, making it a collaborative tool. Additionally, the system can function as a "Broadcast" tool, allowing account managers to send messages to all users in an account via worklists. Recipients with the necessary view permissions enabled will be able to see these broadcast messages and depending on permissions, they can respond.
Role permissions
- Messages: Users can create and send
- Messages: Users can view
Account settings
- Enable sending messages from study list
- Enable sending messages to users from the study list - not activating this sends messages to all users!
Accessing messages
Once the permissions have been set up you can navigate to the Messages tab highlighted in red below.
Here you will see all the messages you have received. You can filter messages using the search button highlighted in purple. You can reply to individual messages using the reply button highlighted in yellow. And you can view all the replies to a messages by clicking the dropdown button highlighted in green.
Creating New Messages
Start by navigating to the Messages tab and then click the blue New Message button.
Then fill in the popup box. The To column contains the option to send to an individual, share code, or any folder/namespace that you have access to in the account you're currently in.
If you want to send a message against a study you can do this by clicking on the New Message icon highlighted in green below, this can be found in your study list. Remember if you don't have the correct permissions enabled then you won't see this button!
If a study already has a message, then this button will change to Messages with an icon showing how many messages there is, as shown below in red.
Once you have chosen to write a message, you can write a subject - although this will fill in automatically with the study details, select a recipient and then write your message.
Remember, as mentioned at the start of this article you need to have enabled "sending messages to users from study list", if you don't then this message will be sent globally to everyone in the account, you can tell if this is enabled or not as the 'Recipient' option will be removed if it's not enabled!
Studies with messages
Studies with messages appear like this with a history of messages, the ability to respond and write a brand new message.
When there is multiple messages against one study, the user will receive this layout, clicking a dropdown highlighted in red below will give you the chat history and the ability to respond.
