Creating and editing notes
You can create, edit, and delete messages in RICOH ProcessDirector to communicate status across shifts, announce system maintenance, or any other messages
you need to post in the application. Your coworkers can respond with reactions and
replies to facilitate dynamic conversations.
- To open and close the Notes panel, click
from the banner at the top of the page.
- To post a note:
- Click Add a note and enter your message.
- Click Post note to submit your message.
- To edit your note:
- Hover over the note and click Edit.
- Make the changes and click OK to save.
- To reply to a note:
- Hover over the note and click Reply.
- Enter your response and click Post note to submit.
- To narrow down the notes, use the filter option to quickly retrieve specific past
communications.You can also narrow down results by selecting a mention (@user_name) or an object to view only the messages related to that person or object.
- To remove a note or a reply:
- Hover over the note and click Remove.
- On the confirmation dialog, click OK.
- To remove multiple notes:
- Click the three dots at the top of the panel and select Remove all displayed notes.
- On the confirmation dialog, click OK.
- Note:
- To maintain a clean and organized system, notes are automatically deleted after a predefined expiration period to make sure only relevant content is retained.
- RICOH ProcessDirector creates a record of the removed notes in the audit files.
- Notes are accessible exclusively within the RICOH ProcessDirector interface and are not distributed through external channels such as email or third-party messaging systems.