Using discussions

Strong communication helps processes get completed faster and with less mistakes. The discussion feature is available to both admins and applicants and is home to all communication about an individual process.

Discussion feature As an admin

Public discussions

The default discussion type is public. This means that admins as well as the applicant will be notified of and able to view the discussion. Admins can use this type of discussion to ask questions, make requests, and relay information that an applicant may not be able to infer otherwise.

Example: An applicant has submitted erroneous information, and you'd like them to correct the mistake.

In this case, simply:

  • Click the Discussions link in the upper right-hand corner of the active process view
  • Click the New Discussion button
  • Make sure the dropdown box has Discussion selected and not Private Discussion
  • Type your request and click Start discussion

The applicant will then be notified of the new discussion, and will be able to reply.

Internal discussions

Internal discussions are viewable only to process admins. They're useful for discussing potentially sensitive matters that the applicant does not need to see.

Example: You're scoring an applicant's submission, and you'd like feedback from your fellow team members.

In this case, simply:

  • Click the Discussions link in the upper right-hand corner of the active process view
  • Click the New Discussion button
  • Click the dropdown box and select Private Discussion
  • Type your request and click Start discussion

Only other process admins will be notified of and able to view this discussion.

As an applicant

Applicants can start discussions too. This can be useful if they have questions about how a process works, whether or not they qualify for something, or just wants to check on the status of a stalled process.

Opening a discussion as an applicant works the same as for admins, however, applicants do not have the ability to start or view internal discussions.


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