Read confirmation dialog box

Read confirmation dialog box

Overview

The read confirmation dialog box lets you keep track of the progress of a read confirmation.

Read confirmation dialog box - Three assigned readers - Two confirmed readers

When a read confirmation is added to a document, the read confirmation dialog box is accessed from the page header using the read confirmation icon

.

Read confirmation bylines added to a page

Or if at least one reader has confirmed, the dialog box can be opened using the read confirmation breadcrumb added to the page footer

The contents change to reflect the current state of a read confirmation: 

  • Overall read confirmation status

    • PENDING

    • CONFIRMED

    • OVERDUE

  • Each individual reader’s confirmation status, including the content version and time for the read confirmation

  • Current period for the due date for read confirmation completion

The dialog box lets you to add and remove readers and reset the read confirmation status.

The read confirmation dialog box is used with standalone read confirmations and workflow read confirmations, including a workflow with no states.

Read confirmation dialog box menu

The ellipsis menu in the read confirmation dialog box lets page editors and administrators:

Edit readers

Choose Edit readers to add readers.

Read confirmation dialog box - Pending status - No assigned readers - Edit readers option

Search user(s), check the box(es).

Read confirmation dialog box - Edit readers - Search users

Choose Save to add users as readers.

Read confirmation dialog box - Assigned readers - All pending confirmation

You can also use Edit readers to remove users who have been assigned as readers. Simply uncheck the box for each user and save to update the users who have been assigned as readers.

You can manually remove any reader, whether confirmed, unconfirmed, or added by the workflow.

Reader confirmations

Individual reader confirmations are tracked in the dialog box. 

Read confirmation dialog box - Pending and confirmed assigned readers

Move the pointer over the green tick icon to view the date of confirmation for each reader.

The read confirmation status remains PENDING until all assigned readers have confirmed (or OVERDUE if an added read confirmation due date has expired).

Send new request

Choose Send new request to reset all the individual reader confirmations.

Read confirmation dialog box - Pending assigned readers - Send new request

The new request is only sent to the readers who have already confirmed.

Request read confirmation - Send new request

After the new request, the read confirmation status is PENDING (or OVERDUE if an added read confirmation due date has expired).

Read confirmation dialog box - All reader confirmations reset as pending

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