External Communication for Assessments

  • Updated

Using CENTRL's platform, you have the ability to communicate and collaborate with your external partner/vendor on an Assessment level. 

This article covers the following topics:

For Guest Users

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1.  Navigate to your Partner's page and click on the Assessments tab on top right as shown above. 

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2. Within the Active Assessments tab, click on the Envelope icon next to the Assessment as shown above. The envelope icon also displays the number of unread messages, if any.

You will be taken to the External Comments section of the Assessment.

Note: Scroll all the way to the right of your screen if the Envelope icon is not automatically seen. 

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3. You can view the messages sent or received from your partner. You can enter your message using the text box as shown above and click Send Message to send a new message to your Partner.

For Subscribed Users

1actual.png1. Navigate to the Active Assessments Screen from the Assessments Module. Click on the 3 dots as shown above and select Go To Overview.

Note: Please scroll to the right of the screen if you don't see the 3 dots.

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2. Click on the External Tab under the Overview Screen as shown above.

3. You can view the messages sent or received from your Partner. You can enter your message using the text box as shown above and click Send Comment to send a new message to your Partner.

From the Unread Messages Column:

Alternatively, you can view the External Messaging threads from the Unread Messages column. 

Note: To learn how to add the Unread Messages Column, please see our full help article here

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1. Navigate to the Active Assessments Screen from the Assessments Module and select the numbers link from the desired Assessment as shown above. 

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2. Within the Overview screen, click on the External tab as shown above. You will be taken to the External Comments section of the Assessment.

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3. You can view the messages sent or received from your Partner. You can enter your message using the text box as shown above and click on the Send Message button to send a new message to your Partner.