Resource Temporary Messages

Resource Temporary Messages

How to Manage Temporary Messages in Resources

Temporary Messages can be set to appear in Resource records to alert resource viewers of can manage in Resource records, which can be scheduled to appear during certain time frames, or set to always appear. When a temporary message is active, the message will appear in the following areas for resource viewers:
  1. as blue text on the Resources search results page in iCarol; note, all other text in the search results page is black text
  2. in a pop-up window when the resource viewer views the 'details' of the resource
  3. at the top of the Resource details page after the resource viewer clicks 'OK' in the pop-up window
Users with permission to manage resources can complete the following steps to manage Temporary Messages in Resources:
  1. Review your Resource Field Visibility Settings and ensure the 'Temporary Message' field is enabled for Resource Viewers and Resource Editors at the appropriate record types (i.e. Agency, Program, Site, ProgramAtSite)
  2. When the fields are enabled, once you edit an existing resource record or create a new resource record, you'll see the 'Temporary Message' field appears with date picker tools
  3. Enter your desired Temporary Message in the text box and set the date range you want the Temporary Message to appear
    1. Note, if you always want the Temporary Message to appear, you can set the 'expires' date to a date several years in the future and it will
    2. Note, scheduled changes in resources are made around 6am EST on the date scheduled
  4. Click 'Save' and the Temporary Message will appear as described above during the selected date range

Find all Records with Temporary Messages

To find all records with a Temporary Message, use the List all resources report on the Manage Resources page. You can do this by:
  1. Logging into iCarol as an Admin or user with Resource Editing Permissions
  2. Click on Resources from the left menu
  3. Click on Manage Resources
  4. Under Listings, click on List all resources
    1. Choose the record types to include
    2. Click on "w/ temporary message" (tip: un-click the default "Flagged for review"
  5. The list of Resources with a temporary message display at the bottom of the page, with the date the message expires.


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