Using the Staff Agenda and Notifications Tabs

These tabs show work and notifications associated with the staff member’s linked user account.

Agenda

Open the person's Agenda to review open assigned activities, including tasks and events. The list is organized by due date, with undated items after dated work. Counts distinguish agenda items, events, and tasks. Open the related work to inspect or change its actual details.

Agenda is not a complete historical time sheet or a list of every activity on every case the person can access. Completed work is excluded from the open-work view. To change scheduling or responsibility, use the underlying task, event, or case workflow.

Notifications

Open Notifications to inspect notifications sent to the person. Search by Subject, Message, or Type using the controls offered. This is a record view; it is different from configuring the person's notification preferences or composing an email.

No linked user

If the tab says No login user linked, the staff profile exists but these account-based records are unavailable. Finish the appropriate account setup and linkage before expecting assigned agenda items or received notifications to appear.