It is possible to create topics in the SE Suite forum through the following components and menus:
▪Knowledge base Execution Forum (KB011) ▪Performance Execution Forum (ST015) ▪Document Execution Forum (DC020) ▪Portfolio Execution Forum (PF011) ▪Project Execution Forum (PR065)
To do that, click on the Create topic option at the bottom left part of the panel.
On the screen that will be opened, the following fields are available:
Field
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Title
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Enter a name or the subject of the discussion topic.
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Description
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Fill out this field to record important comments, rules etc. regarding the discussion topic.
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Enable the Notify participants via e-mail when new messages are sent so that an e-mail notification is sent to the forum participants whenever a new message is received.
Association
If the forum is related to an object from an SE Suite component, use the fields below to associate it.
Association type
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Object
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Article
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Type in the ID # or the name of the article to which the topic refers and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard. Once done, click on the Associate button next to the field.
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Performance
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Type in the ID # or the name of the indicator to which the topic refers and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard. Once done, click on the Associate button next to the field.
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Document
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Type in the ID # or the name of the document to which the topic refers and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard. Once done, click on the Associate button next to the field.
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Portfolio
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Type in the ID # or the name of the initiative to which the topic refers and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard. Once done, click on the Associate button next to the field.
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Project
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Type in the ID # or the name of the project to which the topic refers and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard. Once done, click on the Associate button next to the field.
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Program
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Type in the ID # or the name of the program to which the topic refers and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard. Once done, click on the Associate button next to the field.
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Participants
To add a user/team/department/position to the topic participants list, simply type the desired name in the available field and select the corresponding option in the list that will be displayed or press "Enter" on the keyboard.
To delete a user/team/department/position from the participants list, click on the "X" located next to the desired record.
To delete all participants from the list, click on the "X" located in the search field.
After performing the necessary configurations, save the record. Once done, the topic will be available for the configured participants.
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