MSP Quick Reference Guide. Notes & NoFficaFons Overview. This guide provides an overview of using Notes & No fic
Notes & No(fica(ons Overview
MSP Quick Reference Guide This guide provides an overview of using Notes & No0fica0ons in Wand as an MSP. It covers some of the primary features to help you get up and running fast!
Viewing New Notes How to View New Notes and No(fica(ons Viewing New Notes Wand makes its easy to collaborate and communicate via Wand Notes while reducing email clutter, driving faster hiring decisions and managing program compliance. After logging into Wand as an MSP, click on the “Envelope” icon in the upper right-hand corner of the screen to view new notifications of comments. You’ll see a message center on the left side of the screen with new Notes pertaining to tasks in areas such as “Requests," “Engagements," “Workers” and “On/Off Boarding.” Clicking on a notification will display the Note for that task.
๏ Log into Wand as an MSP ๏ Click on the “Envelope” icon ๏ Click the desired noPficaPon to display the related Note
You can also view new Notes by navigaPng to an engagement, request, onboarding tab or worker tab and clicking on the blue “Notes” icon.
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Viewing, Tagging and Adding Comments How to Review Comments, Tag Them and Add New Comments
Wand makes it easy to view, search, tag, delete and add comments. After clicking a Note, you can review the comments that have been added to that Note. To add a comment to a Note, simply click into the text box and enter your comment. If you want to add tags to your comment, click the blue “Add Tag” icon and a list of tags will appear for you to choose from. When you’re done with your comment, click “Send.”
To add a tag to an existing comment, simply click on the Tag icon next to the time stamp for the comment. A list of possible tags that you can choose from then appears underneath the comments.
Note: Only MSPs can add tags to comments.
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Toggling No(fica(ons and Searching Comments How to Turn No(fica(ons On/Off for a Note and Search/Delete Comments
To toggle notifications on and off for a specific Note, simply click the Bell icon at the top of the comment list.
Wand also offers the opPon to search for keywords within Notes. Just click on the Magnifying Glass icon to the leX of the Bell icon, and a search box appears. Type in your search term, and all comments pertaining to that keyword will display.
As an MSP user with special authority, you can also delete a comment posted by another user. Simply click on the Trash Can icon next to a comment, and it will be deleted. To re-insert a deleted comment back into the thread, just click on the Clock icon next to the comment.
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