How can I send a BIT query to another BIT user?

BIT allows users to send a query to another BIT user's BI Inbox from the Documents list or from the report itself.


From the Documents tab:


1. Sign into BIT and select the Documents tab.

2. Select the query to send.

Result:  The Send icon is activated on the screen.

3. Click the drop-down arrow and select BI Inbox.

Result: A new screen opens detailing the query's title in the heading, then boxes for Available Recipients and Selected Recipients.

4. Find the person you want to send the query to:


  • If the recipient is in your court, type your Court ID in the Find Title field.
  • If the recipient is in another court, type the recipient's Court ID in the Find Title field.


6. Click the Binocular icon.

Result: A list of users with BIT access displays.

7. Select the recipient's name.

8. Click the right-arrow ( > ).

Result: The name will appear under the Selected Recipients section.

9. Select the Use Specific Name radio button under Target Name and enter the name of the query or keep the default Use Automatically Generated Name.

10. Select the Copy radio button under the Send As section. This will allow the recipient to modify a copy of the existing query.

11. Click Send.

Result

 From inside a query, in either the Reading or Design mode:


1. Select the down arrow next to the envelope icon in the action bar above the report. 


2. Select Send to Userâ¦
Result: A new screen opens detailing the query's title in the heading, then boxes for Available Recipients and Selected Recipients.

3. Complete steps 4-11 as above to send the query.

If you have more questions or need help, please submit an incident to AOC with topic number 4 selected.





RN id: 2141