Nudges can only be sent to users that have logins. When you have been sent a Nudge you will receive a notification within Panacea; depending on your Notifications settings you can also receive an email when you have a new notification.
When responding to a Nudge you can say "Yes" or "No", add a note with extra detail if required and attach documents that are viewable to both parties.
For Suppliers
Asking the PM a question about an invoice
- From your Supplier Interface > Submit Invoices screen, click on the button labelled Submit an invoice.
- Click into the specific job and then click on the button labelled Nudge.
- Type in your query and then press +Add Nudge - the PM will then be notified of your query.
Asking the T&I team a question about a specific job:
- If you need to ask the Project Manager a question about a specific job, you can do this within Panacea.
- Within the Appointments & Jobs page, click into the specific job and press Ask Nudge Question.
Type in your query and then press +Add Nudge - the PM will then be notified of your query.
Confirming the outcome of a confirmation call:
When you are required to make a confirmation call for an appointment, you can now let the T&I team know the outcome of the call within Panacea.
Within the Appointments & Jobs page, click into the specific job and press Ask Nudge Question.
Type in the outcome of the call and then press +Add Nudge - the PM will then be notified.
To view your Nudges correspondence:
- To view all your out-standing Nudges, please click Nudge > View.
If you respond to a Nudge from your View > Nudges screen, this will remove the notification from your Bell icon.
In the View > Nudges screen you have the option to filter your nudge view to suit your preference. Click Save Filters to make this your default view.