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Viewing a Capture ​

Overview ​

When you click on a capture in the inbox, you're taken to the Capture Details view. This screen shows all information about the capture, including metadata, artifacts, timeline, and available actions.

Capture Details Layout ​

Header Section ​

Capture Name: Prominent display of capture title

Status Badge: Current state (Open, Submitted, Approved, etc.)

Template: Which template this capture was created from

Action Buttons: Primary actions available (Open Review, Approve, Reject, etc.)

Metadata Section ​

Displays:

  • All field values configured in the template
  • Created by and creation date
  • Custom fields and their values
  • Due dates (if configured)
  • Priority or other indicators

Purpose:

  • Understand context of capture
  • See all relevant information at a glance
  • Make informed decisions

Artifacts Section ​

Shows:

  • List of all associated artifacts
  • File names and types
  • Version information
  • Current states
  • Links to view artifacts

Actions:

  • Click to view individual artifacts
  • See artifact details
  • Access artifact in source system (Vault, etc.)

Timeline Section ​

Displays chronological history:

  • Capture created
  • Fields updated
  • Artifacts added/removed
  • Status changes
  • Reviews and approvals
  • Comments added
  • All user actions

For each entry:

  • What happened
  • Who performed the action
  • When it occurred
  • Any associated comments

Comments Section ​

Shows:

  • User comments and notes
  • Reviewer feedback
  • System-generated messages
  • Markup annotations referenced

Actions:

  • Add new comment
  • Reply to existing comments (if supported)
  • View comment history

Understanding the Timeline ​

Why Timeline Matters ​

The timeline provides:

  • Complete audit trail
  • Full history of the capture
  • Understanding of what's happened
  • Context for making decisions

Timeline Events ​

Creation Events:

  • Capture created by [User]
  • Initial fields populated
  • Artifacts added

Progress Events:

  • Fields updated
  • Artifacts modified
  • Status changes
  • Comments added

Review Events:

  • Review opened by [Reviewer]
  • Markups added
  • Artifacts viewed

Completion Events:

  • Submitted by [User]
  • Approved by [Reviewer]
  • Rejected by [Reviewer]

Reading Timeline Entries ​

Each entry shows:

[Icon] Action Description
       By: User Name
       Date: YYYY-MM-DD HH:MM
       Comments: [If any]

Artifact Details ​

Viewing Artifacts ​

From capture details:

  1. Locate Artifacts section
  2. Click on artifact name
  3. Artifact opens in viewer or downloads

Information shown:

  • File name and extension
  • Version/revision
  • Current lifecycle state
  • File size
  • Last modified date
  • Source location

Artifact States ​

Artifacts display their current state:

  • Work in Progress
  • In Review
  • Released
  • Obsolete
  • Other lifecycle states

Stale indicator: If artifact state has changed since added to capture

Available Actions ​

Actions available depend on:

  • Your role and permissions
  • Template configuration
  • Current capture status

Common Actions ​

Open Review:

Submit:

Approve:

Reject:

Add Comment:

  • Adds note to capture
  • Visible in timeline
  • Useful for communication

Edit (if permitted):

  • Modify field values
  • Update metadata
  • Add/remove artifacts

Close/Cancel:

  • Close capture without completion
  • May require permissions

Creating Captures ​

From Mesh ​

  1. Search and select files in Mesh
  2. Click "Create Capture"
  3. Select template
  4. Artifacts pre-populated
  5. Fill in required fields
  6. Submit

From Inbox ​

  1. Click "Create New" or "New Capture"
  2. Select template
  3. Fill in all fields
  4. Add artifacts (if not from Mesh)
  5. Review and submit

Required Information ​

Must provide:

  • All required fields (marked with *)
  • At least minimum artifacts (if configured)
  • Valid data for all fields

Tips for Creating Captures ​

  • Complete all fields - Saves time, prevents rejection
  • Add clear title - Makes it easy to find later
  • Include context - Use description field to explain purpose
  • Verify artifacts - Double-check you have correct files/versions
  • Check template - Make sure you're using the right template

Field Types in Detail ​

Text Fields ​

Single-line or multi-line text entry

Best practices:

  • Be clear and concise
  • Use proper spelling and grammar
  • Include all necessary context

Select from predefined list

Best practices:

  • Choose most appropriate option
  • Contact admin if needed option missing

Dates ​

Date picker selection

Best practices:

  • Be realistic with due dates
  • Consider reviewer availability
  • Account for holidays/weekends

User Pickers ​

Select MinuteView users

Best practices:

  • Choose appropriate reviewer
  • Verify person has necessary expertise
  • Consider workload

Capture Status ​

Common Statuses ​

Open:

  • Newly created, awaiting action
  • Reviewer has not yet opened

Under Review:

  • Reviewer has opened the capture
  • Review in progress

Submitted:

  • Submit-type capture completed
  • Automation triggered (if configured)

Approved:

  • Reviewer has approved
  • On-approve automation triggered

Rejected:

  • Reviewer has rejected
  • On-reject automation triggered
  • Check comments for feedback

Stale:

Troubleshooting ​

Can't Edit Capture ​

Possible reasons:

  • Capture already submitted/approved
  • You don't have edit permissions
  • Capture is locked by another user

Solutions:

  • Check capture status
  • Verify your permissions
  • Contact administrator

Action Buttons Disabled ​

Possible reasons:

  • Required fields not filled
  • Insufficient artifacts
  • Artifact rules not met
  • You don't have permission for that action

Solutions:

  • Review error messages
  • Complete all required fields
  • Verify artifact requirements
  • Check your role permissions

Artifacts Won't Load ​

Check:

  • Network connection
  • Vault/file system access
  • Service account configuration
  • Contact IT support if persistent

Next Steps ​

From capture details, you can:

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