Manage discussions

A discussion represents an initial note and all the comments added to it. For details on how to start a discussion, see Start a discussion.

Prerequisites

To participate in the same discussion you need to be logged in to the same application and use the same application tab as your collaborators. Also, you need to be part of the group or members selected for a group discussion.

Procedure

Open Portals.
On the application sidebar, click Collaborate.
The Collaborate pane appears. The discussions available to you can be grouped per day for the current week, per week for the previous week, and older.
Navigate to the note or comment.
The total number of comments for a discussion is shown in the lower-right corner of a note.
To view all the comments of a discussion, just click View all comments next to the number of comments.
Manage the discussions as needed:
Get discussion updates
When a note is added and you are one of the recipients, you receive a notification message at the top of the application. You also receive notification messages when comments are added to a note that you created.
To view the newly added notes or comments, you can:
- Click Refresh panel in the upper-right corner of the Collaborate pane.
- Click the note link in the notification message announcing a new comment.
  This opens or refreshes the Collaborate pane.
To temporarily remove a notification message from the screen, click Close in the message. The message appears at the top of the application, at intervals.
To delete all the notification messages, click Remove all.
Prioritize discussions
To prioritize the discussions in your list, you can mark the important ones:
- Point to the upper-right corner of the note, click Options, and then click Mark as important.
  A red exclamation mark symbol appears next to the user's avatar, on the left of the note.
  You can later filter the discussions according to this status.
To change the status of a note to non-important:
- Point to the upper-right corner of the note, click Options, and then click Mark as not important.
  The red exclamation mark symbol disappears.
Set to-do status for notes
By setting statuses to notes, you can record something as a task for yourself and filter to-dos throughout your discussions.
To set a status to a note, point to the upper-right corner of a note, click Options, point to Set to-do status, and then select one of the following:
A note can have one of the following statuses:
- Normal – Does not require special attention.
- To-Do – Requires taking an action. You can filter discussions according to the To-Do status of a note. Such notes are marked with a flag symbol .
- Complete – Completed item. Such notes are marked with the check mark .
You can change the status of a note from To-Do into Complete by pointing to its flag symbol next to the note header and clicking the check mark symbol .
Filter discussions
To filter the discussions, use the following options at the top of the Collaborate pane:
- High importance – To view all the discussions that you marked as important in your own discussion list.
- Relevant to me – To view only your discussions.
- Relevant to this report – To view only the discussions relevant to the report that is currently open.
- To-do items – To view only the to-do items.
Search in discussions
To search for a specific term or expression, type the text in the Search field, at the top of the Collaborate pane, and then click Enter. The search feature is case insensitive.
The corresponding comments or notes are highlighted in the Collaborate pane.
Delete discussions
When you delete a note, you actually delete the entire discussion with all its added comments.
You can delete your notes.
To delete the notes of other participants, you need to have the permission to manage other users content. The permission is granted by an administrator in Access Manager.
To delete a note, point to the upper-right corner of the note, click Options, and then click Delete. Confirm the deletion in the confirmation dialog.
Important: A deleted note cannot be recovered.