Email Indexing Monitor
The Email Indexing Monitor provides a view of all email items pending indexing, including their current owner, linked Case #, and phase. This screen also allows for the assignment of items to other users.
Steps
- In the Setup section
- Navigate to Monitoring → Email Indexing Monitor. The new tab will display a list of processes in the queue.
- To assign a single item to another user/workbasket. Click on the Assign icon on the item
- Select the new Owner (user or workbasket) the item should be assigned to
- Click Confirm to reassign (or Cancel to exit without reassigning)
- To bulk assign more than one item to another user or workbasket, select all the items and then click the Assign button at the top of the grid
- Select the new Owner (user or workbasket) the item should be assigned to
- Click Confirm to reassign (or Cancel to exit without reassigning)
You can use the search panel at the top right of the screen to locate one or more records to view.
- Use the fields in the Search panel to refine the list of records shown in the grid. For example, enter the Capture From field or select a date range using the Created Date range fields.
- Click the Search button to run the search.
- You can save your search settings using the floppy disk button for further usage.
- To reset the search fields (and refresh the list back to its original state), click on the Reset button.