Stay reassured that you have secure, quick communication between Corporate Clients, Employees and Service Providers by using Passport 360’s built-in messenger system.
Navigate to the Messages module on your dashboard.
You will notice three different columns available to view.
All Notifications – These are all notifications that have been received by the user logged in.
Sent Messages – These are all notifications that have been sent as the user logged in.
Feedback – These are all notifications that have received feedback from messages that have been sent.
1) Create a Message
Select the create message button.
Choose your message group from the dropdown selection that the message needs to be sent to.
To All (Service Providers)
This would be every Service Provider individual linked to your company.
To All (Users across Division)
This would be every individual linked to your company in this specific division, being internal employees and Service Providers.
This will require you to choose a specific individual that needs to receive the message
This will send your message to the specified division only.
This would send a message to all users pertaining to the specified project.
You would be required to choose the type of Legal Appointment, being MHSA or OHSA. Another dropdown would require you to select the Legal Appointment. Any individual that has the specified legal appointment assigned to them, will receive the message.
This will allow you to send a message to a specific position type, so any individuals that hold the specified position will receive the message.
To a specific Company
This will allow you to send a message to a specific company that is linked to your company.
This will allow you to send a message to a specific group of people who are part of the specified workflow.
This will allow you to send a message to a specific user group.
This will allow you to send a message to a group of people who are linked to the specified company. This can be internal divisions and Service Providers.
This will allow you to send a message to all pre-qualified contractors, only contractors that have been adjudicated or only contractors that have not been adjudicated.
Note: Depending on the message group that you have selected, there will be an additional dropdown available, whereby you will have to select the applicable individual, user group, division, company etc.
Use free text to include your message outline.
Select the type of message notification that is being sent.
It is important to remember that if you select an “Action” type, this will force the applicable user that the message is being sent to, to send feedback to the message being sent.
Note: You will have the option to select a checklist or a digital form to be added to the message as the type of feedback to be returned. It is mandatory to add a checklist or a form to the message so that feedback can be actioned.
Select a due date that the message requires feedback.
If you want to add an attachment to your message, select the attachment button.
Upload and view the attached document as needed.
Type in your message. You can use various type styles available to you to change the format of your message.
Note: You are only permitted to use up to 5000 characters in your message. A number counter will display at the bottom right of your message indicating how many characters are still available.
Once your message is complete, select send notification to send your message to the selected recipients.
Your “Notifications” bar will display all your messages that have been sent by you and received by you.
Note: Attachments are optional and size restriction of 10MB applies to ALL attachments.
2) Answer an “Action” Message
In instances where you have received a message, note that it will display in your bell notifications and in your message’s menu item.
Select the complete word so that you can complete the digital form or the checklist.
Once you have completed the digital form or the checklist, select save.
You will receive a pop-up message advising you that the form or the checklist has been submitted.
3) View the submitted feedback
To view all submitted feedback, navigate to your feedback column.
Select the view button that displays next to the message.
The status will display as “Yes” if the checklist or the digital form has been completed by the individual that the message was sent to.
To view the feedback, select the view button that displays next to the individual.
The checklist or the digital form will display in a pdf document for you to view and download as needed.