Viewing and Replying to a Discussion

You can view a discussion in an email notification or from within a document or questionnaire.

Viewing a Discussion in an Email Notification

If you are set up to receive email notifications within PolicyTech, you will receive an email whenever someone includes you as a recipient when creating or replying to a discussion. The email includes the discussion text and a link to the document/questionnaire containing the discussion.

To reply to the discussion, click the title link, and then follow the steps under "Viewing a Discussion in a Document or Questionnaire" below, starting with step 2.

Viewing a Discussion in a Document or Questionnaire

Open the document or questionnaire containing the discussion.
Do one of the following:

Click .

Note: If one or more discussions exist the icon will have a number superimposed on it.

Click Overview, and then click Discussions.

Click the discussion title.

If you want to respond to the discussion, click Post Reply.

(Optional) If you are the discussion creator or an administrator, you will see the Participants button and list. To add or remove a participant, click Participants, click a tab, select from the available participants, and then click Save.
(Optional) To limit this discussion's visibility to only those included in the Participants list, the document owner, assigned proxy authors, and administrators, click Make Private, and then click Yes.
Type a reply, click Save, and then click Close.

Note: Anyone included as a notification recipient in the original discussion will also be notified of the reply.