Manage the Group Inbox in the Mobile App
Your Group Inbox contains the work that a dispatcher sent to your user group. The records in this list might include some prefilled information to help you do the work. If you’re available, you can claim a record from the Group Inbox. This topic describes how to find records available for you to claim.
Note:To use the Group Inbox, your Mobile App version must be 20.0 or later.
Available on the Enterprise tier only:
Contents
Video demo
Find records sent to your group
The Mobile App displays records that were sent to your group in the Group Inbox.
Claim a record
Select the Group Inbox to open a list of records available for you to claim.
When you Claim a record, the app moves the record to your Inbox. This makes the record unavailable to other technicians. To start work, open the record from your Inbox.
Release claimed records
If you can’t work on a record that you claimed, you can release it. This makes it available for another technician to claim.
Note:If you started work on a record and then release it, you will lose any information that you added. This includes information you saved as a draft.
To release the record, from your Inbox:
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iOS and Android—Swipe left on the record, and then select Release.
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Windows—Select the action menu, and then select Release.
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macOS—Swipe left with two fingers or right-click, and then select Release.
When you release the record, the app moves the record back to the Group Inbox.