Initiate a chat from Sidebar in Parallel Review and Feedback

initiate-chat-sidebar-review-and-feedback.md
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Initiate a Sidebar chat to collaborate among different stakeholders to brainstorm solutions, clarify details, or coordinate actions regarding the feedback received.

Before you begin

Role required: sn_rvw_feedback.reader

Procedure

  1. Navigate to All > Risk > Risk Workspace.

  2. Select the list [Omitted image "ListsIcon.jpg"] Alt text: list icon. icon.

  3. From the list, navigate to Parallel Review and Feedback and select Feedback.

  4. Open the Feedback that you want to discuss.

  5. Select Discuss.

    The Start a Sidebar discussion dialog box appears.

  6. To initiate Sidebar discussion from the record side-panel, open the record that you want to discuss and do the following:

    1. In the side-panel, select the list [Omitted image "side-panel-list-icon.jpg"] Alt text: side panel list icon. icon.

    2. Select the feedback.

    3. Select the More actions [Omitted image "more-actions-vertical-icon.png"] Alt text: More actions icon. icon on the feedback, and select Discuss.

  7. In the Start a Sidebar discussion dialog box, fill in the fields as appropriate.

Field

Description

Subject

Option to provide a title for the sidebar discussion.

Add participants

Options to add participants for the sidebar discussion.Note: You can include any users with access to this record in this discussion.

Include a brief message for participants

Brief summary about the feedback to be discussed in the sidebar discussion.

8. Select **Start discussion**.

Parent Topic:Parallel Review and Feedback in Advanced Risk

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