4,401
edits
Changes
no edit summary
=Overview=
The discussion groups feature provides the ability to facilitate discussion groups.
* You can create any number of discussions groups.
* You can '''Internet enable''' a discussion group, connect to your web site, and the public can participate in the discussion.
* Multiple discussions can be combined into a single discussion view.
* When a new discussion item is added, it is flagged with the “new” flag for all [[User|users]]. Once a specific [[User|user]] has reviewed the item the flag is removed for that [[User|user]].
* You must be in a [[Role|role]] associated with the '''Manager Permission''' - '''Create Discussion Groups''' in order to add discussion groups.
=Discussion List=
1. Click the '''Communications''', '''Discussions''' [[Menu|menu]].
The '''Discussions''' list is displayed. If no discussions have yet been created the list will be empty.
[[Image:Disc.png]]
2. Click the '''New Discussion''' tab.
[[Image:Disc1.png]]
The '''New Discussion''' window is displayed.
The following information is set for each discussion:
* '''Name''' - The narrative name for the discussion.
* '''Description''' - Longer description that will be displayed to the right of the name in the discussion list.
* '''Workflow''' - Associated a [[Workflow|workflow]] that will trigger when a new event is added to the calendar.
* '''Internet Enabled''' - Allows the calendar to be viewed outside [[SmartSimple]]. When this option is selected a [[URL]] field will be displayed.
* '''Read access organisations''' - List of organisations that are allowed to read the contents of the discussion.
* '''Write access organisations''' - List of organisations that are allowed to add new entries to the discussion or edit existing entries.
* '''Read access roles''' - List of [[Role|roles]] that are allowed to read the contents of the discussion.
* '''Write access roles''' - List of [[Role|roles]] that are allowed to add new entries to the discussion, or edit existing entries.
* '''Discussion Template''' - This option is only displayed if you '''Internet Enable''' the calendar. Any HTML formatting code you wish to associate with an Internet calendar.
3. Enter the required details.
=Discussions Sharing Rules=
The rules about sharing discussions are exactly the same as sharing calendars.
If you do not share the discussion then you will be the only person that can access the discussion.
* If you share the discussion with “Everyone”, then everyone inside and outside the organisation can participate in the discussion.
=Sharing Discussions using Organisations=
* If you share the discussion with specific organisations, then only those organisations can see the discussion.
* Setting the security to '''Read access''' allows the organisation to '''read''' the discussion.
* Setting the security to '''Write access''' allows the organisation to '''edit''' and '''add entries''' to the discussion.
=Sharing Discussions using Roles=
* If you share the discussion with specific [[Role|roles]], then only those [[Role|roles]] can see the discussion.
* Setting the security to '''Read access''' allows the [[Role|roles]] to '''read''' the discussion
* Setting the security to '''Write access''' allows the organisation to '''edit''' and '''add''' entries to the discussion.
=Viewing a Discussion=
* The check box next to the discussion name allows the discussion to be selected for display or editing.
* Multiple discussions can be selected as required.
1. Select the '''Discussion''' name.
=Entering a Discussion Post=
The discussion post window allows you to complete:
* A '''subject''' field.
* A '''description''' or '''body''' field used to store the actual post details.
* The '''Send''' button used to save the discussion entry.
If multiple discussions were selected, you can choose which discussion to associate with this post.
You can only post to discussions where you have write access/permission.
1. Click the '''New Post''' button.
The '''New Post''' window is displayed.
2. Enter the '''Subject'''.
3. Enter the '''Body'''.
4. Click the '''Save''' button.
The new post is added.
=Entering in a New Discussion Response=
Replies to posts are displayed below the original post.
1. Click the '''Topic''' of the '''existing''' post.
2. Click the '''Post Reply''' button.
The reply window is displayed.
3. Enter a '''reply'''.
4. Click the '''Save''' button.
The new reply is added.
'''Very important tip!''' - If you don’t permission a [[Role|role]] to see the discussion [[Menu|menu]], then they will not be able to see the discussions even if you give them access.
[[Category:System Management]][[Category:Communications]]
The discussion groups feature provides the ability to facilitate discussion groups.
* You can create any number of discussions groups.
* You can '''Internet enable''' a discussion group, connect to your web site, and the public can participate in the discussion.
* Multiple discussions can be combined into a single discussion view.
* When a new discussion item is added, it is flagged with the “new” flag for all [[User|users]]. Once a specific [[User|user]] has reviewed the item the flag is removed for that [[User|user]].
* You must be in a [[Role|role]] associated with the '''Manager Permission''' - '''Create Discussion Groups''' in order to add discussion groups.
=Discussion List=
1. Click the '''Communications''', '''Discussions''' [[Menu|menu]].
The '''Discussions''' list is displayed. If no discussions have yet been created the list will be empty.
[[Image:Disc.png]]
2. Click the '''New Discussion''' tab.
[[Image:Disc1.png]]
The '''New Discussion''' window is displayed.
The following information is set for each discussion:
* '''Name''' - The narrative name for the discussion.
* '''Description''' - Longer description that will be displayed to the right of the name in the discussion list.
* '''Workflow''' - Associated a [[Workflow|workflow]] that will trigger when a new event is added to the calendar.
* '''Internet Enabled''' - Allows the calendar to be viewed outside [[SmartSimple]]. When this option is selected a [[URL]] field will be displayed.
* '''Read access organisations''' - List of organisations that are allowed to read the contents of the discussion.
* '''Write access organisations''' - List of organisations that are allowed to add new entries to the discussion or edit existing entries.
* '''Read access roles''' - List of [[Role|roles]] that are allowed to read the contents of the discussion.
* '''Write access roles''' - List of [[Role|roles]] that are allowed to add new entries to the discussion, or edit existing entries.
* '''Discussion Template''' - This option is only displayed if you '''Internet Enable''' the calendar. Any HTML formatting code you wish to associate with an Internet calendar.
3. Enter the required details.
=Discussions Sharing Rules=
The rules about sharing discussions are exactly the same as sharing calendars.
If you do not share the discussion then you will be the only person that can access the discussion.
* If you share the discussion with “Everyone”, then everyone inside and outside the organisation can participate in the discussion.
=Sharing Discussions using Organisations=
* If you share the discussion with specific organisations, then only those organisations can see the discussion.
* Setting the security to '''Read access''' allows the organisation to '''read''' the discussion.
* Setting the security to '''Write access''' allows the organisation to '''edit''' and '''add entries''' to the discussion.
=Sharing Discussions using Roles=
* If you share the discussion with specific [[Role|roles]], then only those [[Role|roles]] can see the discussion.
* Setting the security to '''Read access''' allows the [[Role|roles]] to '''read''' the discussion
* Setting the security to '''Write access''' allows the organisation to '''edit''' and '''add''' entries to the discussion.
=Viewing a Discussion=
* The check box next to the discussion name allows the discussion to be selected for display or editing.
* Multiple discussions can be selected as required.
1. Select the '''Discussion''' name.
=Entering a Discussion Post=
The discussion post window allows you to complete:
* A '''subject''' field.
* A '''description''' or '''body''' field used to store the actual post details.
* The '''Send''' button used to save the discussion entry.
If multiple discussions were selected, you can choose which discussion to associate with this post.
You can only post to discussions where you have write access/permission.
1. Click the '''New Post''' button.
The '''New Post''' window is displayed.
2. Enter the '''Subject'''.
3. Enter the '''Body'''.
4. Click the '''Save''' button.
The new post is added.
=Entering in a New Discussion Response=
Replies to posts are displayed below the original post.
1. Click the '''Topic''' of the '''existing''' post.
2. Click the '''Post Reply''' button.
The reply window is displayed.
3. Enter a '''reply'''.
4. Click the '''Save''' button.
The new reply is added.
'''Very important tip!''' - If you don’t permission a [[Role|role]] to see the discussion [[Menu|menu]], then they will not be able to see the discussions even if you give them access.
[[Category:System Management]][[Category:Communications]]
