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Using our platform, you have the ability to communicate and collaborate internally/externally with your partners at the Assessment level. This can be helpful for communicating concerns, requesting clarification, and inquiring for additional information specific to an assessment.
Note: The navigation in this article for the Active Assessments table can be referenced for both Partner Connect and Client Connect.
This article covers the following topics:
Navigating from Active Assessments
1. From the Assessments Module, navigate to the Active Assessments Screen. Click on the 3 dots under the Actions column for an Active Assessment as shown below and select Go To Overview.
Please Note: Please scroll to the right of the screen if you don't see the 3 dots.
Internal Messaging
1. Once in the Overview Screen click on the Internal Tab as shown below.
2. Here, you can view internal messages sent or received by members of your organization during the collaboration process. You can also compose a new message using the text box and press Enter to send a new message to your collaborators.
External Messaging
1. Once in the Overview Screen click on the External Tab as shown below.
2. Here, you can view external messages sent or received by your partner. You can compose a message using the text box and press Send Message to send it to your partner.
From the Unread Messages Column
Alternatively, you can view assessment external messaging threads directly from the Unread Messages column. This is an optional column that can be configured for the Active Assessments table view. To learn more about managing table views, please see our full help article here.
1. Once the Unread Messages column is added, you can click the hyperlink to be directly brought to the corresponding unread external message thread in an assessment's Overview Screen.
Please Note: Even if this column reflects 0 unread messages, the hyperlink will still take you to the External Messaging Tab to view existing messages.
2. Please reference the External Messaging section above for instructions on how to view and send external messages through an assessment.