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rmqs:rmqs_invite_specialists

RMQS

Query Specialists


As you work on a query, you may need input from other people within the firm. These specialists can be invited to access the query and submit their comments in order to help you with your resolution.


Invite specialists

You can invite specialists directly to the query using the buttons at the bottom of the query details screen.
To invite a specialist:

  • Locate and access the relevant query
  • Navigate to the Specialists screen on the query sub-menu
  • Click “Invite specialist”
  • Select the person from the drop down list
  • Click “Invite”

An email and notification will automatically be sent to the selected specialist.


Remove specialists

To remove a specialist:

  • Locate and access the relevant query
  • Navigate to the Specialists screen on the query sub-menu
  • Click the “delete” icon alongside the relevant specialist
rmqs/rmqs_invite_specialists.txt · Last modified: 2020/05/16 09:58 by admin