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Inboxes Dashboard

In Engage, an inbox is used for reviewing multiple feedback and sponsorship reports in one place. It's functionality is similar to and synced with the Reports section under Engage Forms.

Reports created in Umbraco (Engage Forms) for any beneficiary sponsored or feedback created, automatically appear under the Inboxes dashboard in Engage. Hence, donors can review awaiting reports directly within Engage as well. Similarly, with a single report, you can:

  • Either review the report and reject it for any reason.
  • Or review the report, change the report due date, if needed, and approve it accordingly.
tip

To utilize the inbox functionality, feedback and sponsorship schemes must be created beforehand.

Review Reports in an Inbox​

1. To land onto the Inboxes dashboard, click Communications in the top menu bar and then Inboxes in the quick navigation section.

land onto inboxes dashboard gif

2. Multiple pre-existing sponsorship and feedback schemes created appear on the left hand side. Each scheme is shown as an inbox with name "Scheme Type: Scheme Name", e.g. "Feedback: Build a Classroom".

scheme shown

3. Click on any scheme inbox and view the report from start to end to review it. Reports with only "Awaiting Review" status are displayed. You can:

  • Either click on the report reference and approve or reject it accordingly via the Approve option.
  • Or, click the Start Review button and approve or reject it accordingly via the Approve option.

show report reference or start review button

4. The report detailed review screen shows:

  • Name of the report which can be edited accordingly.
  • Submitted Date, Submitted By, status of the report as awaiting review and due date in days.
  • Report preview tab along with a history tab demonstrating a timeline of mulitple actions performed on the report.
  • An Approve option to approve the report directly.
  • Three dots indicating rejecting the report or change it's due date to further extend it.

report detailed view

5. Multiple reports can appear under a single inbox in the form of a table with following parameters.

ParametersDescription
ReferenceThe unique identification number of the report.
NameThe name of the report.
StatusThe status of the report as Awaiting Review.