How to Read and Understand a page

Confirm R&U from the Byline Dialog

Steps

1. In Confluence, open the page (use search, or click it in the space sidebar).

2. Near the title, click QC - R&U.

   

3. Read the message in the panel.

   

4. If you see an OTP box, enter the code from your authenticator app and click Verify OTP. Wait until you see that the code is correct. (Setup https://support.qc-analytics.com/qc-read-and-understood-for-confluence-cloud/use-one-time-password-otp-to-r-u)

5. Click Read and Understood.

   

   
   

Once you read and understand a page, you should see a message that you have read and understood this version, along with the version number.

Compare page versions

In the QC R&U - Byline panel, look for Compare page versions.

• If it is a link, click it. Confluence opens a comparison of this page’s versions.

• If it is grey and not clickable, you are on the first Confluence version of the page. There is nothing earlier to compare.

Revoke a confirmation

Use Revoke only if you need to take your confirmation back for this version. Other people’s records do not change.

1. Open the page and click QC - R&U.

2. Confirm that the panel shows you already accepted this version (Read and Understood is unavailable).

3. Click Revoke.

   

Once you click Revoke, you should see a message that you revoked this version. Read and Understood becomes available again if you still may confirm.

If you do not see Revoke, a space admin ticked Disable Revoke button in Space Settings. That is intentional: confirmations are one-way in that space.

A few things you need to know

• If the message says you’re not assigned to R&U the page: Someone with access to QC R&U Page Overview (or the page owner) must add you or your group to the page, following the steps in https://support.qc-analytics.com/qc-read-and-understood-for-confluence-cloud/add-or-remove-users.

• If you confirmed an older version of this page: The panel may tell you that you accepted an older version. Signing a specific old Confluence version from this byline isn’t available. To do this, open the QC R&U My Overview and confirm the version from there.

Confirm R&U from the Signature Box

Find the Signature Box

1. Open the Confluence page you need to R&U and scroll in the page body

2. Look for a blue block with the title QC Read & Understood Confirmation.

If you only see a grey macro placeholder, the page may not have finished loading. Refresh the page.

Read & Understand the page

1. If you see OTP, enter the code and click Verify OTP. Wait for the “correct” message.

2. If you see a countdown such as (2m 15s) next to the button, wait until it reaches zero. The space admin turned on a minimum reading time. This countdown exists on the Signature Box only. The byline does not wait.

3. Click Read and Understood.

You should see: The same kind of success message as in the byline, including the version number.

If the “Read & Understood” button stays disabled

Confirm R&U using Confluence on your phone

Using the Confluence mobile app

1. Open the Confluence mobile app and sign in.

2. Open the page and scroll the page body until you see the QC Read & Understood Confirmation.

3. If you see Tap to load, tap it, then tap View.

4. Tap Read and Understood.

When using the Confluence mobile app, you cannot R&U a page from the byline. If there is no Signature Box in the page, ask the page author to insert it, or you can use a mobile browser (below).

Using your phone’s browser

1. Open Safari or Chrome on the phone.

2. Go to your Confluence site and sign in.

3. Open the page.

4. Use the Signature Box, or request the desktop site in the browser menu, then click QC - R&U in the byline.

“Switch to desktop version” in the Confluence app

1. Open the menu (often top left).

2. Choose Switch to desktop version.

3. Use the page as you would on a computer: byline QC - R&U, or ••• → Apps if you need Page Overview.

4. Page Overview, Space Settings, and Site Overview are awkward on a small screen. Prefer a computer for assigning people.