Initiate sidebar discussions

Start a sidebar discussion to collaborate with stakeholders while working on a finance inquiry case.

Before you begin

Role required: sn_fin_ops.specialist

Procedure

1. Navigate to either of the following:
   • All > Finance Operations > Finance Operations Workspace.
   • Workspaces > Finance Operations Workspace.
2. In the Finance Operations workspace, select the List icon () to open the List page.
3. From the list page, navigate to either of the following submodules:
   • My work > Open cases
   • All work > Cases
4. Select a case number link from the Number column.
5. Select Discuss.
6. Add stakeholders to the discussion.
7. Select Start discussion.
   A new side bar discussion is initiated.

Result

The stakeholders are notified when you add them to a discussion. They can join the discussion by selecting the Sidebar discussions icon ().

What to do next

For more information on the sidebar, see Sidebar.

To learn more about using the sidebar, see Using Sidebar.

For information on the activity stream in the sidebar is, see Activity stream in Sidebar.