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Leverage “Fluid Discussion Service” for effectual cross team communications. Communication is key in any organization.
Leverage “Fluid Discussion Service” for effectual cross team communications
Communication is key in any organization. It is a very crucial and essential element. One of the features of PeopleSoft that can be well used for cross team discussions is “PeopleSoft Fluid Discussion Service”
This feature is a simple and easy tool that enables context specific discussions across teams. It has been prevalent in PeopleSoft HCM since image version 23.
Fluid Discussion Service can be used to –
Discussion Tile
Navigation: Employee Self Service > Discussions Tile.
The tile displays the cumulative count of unread and active discussions from all the nodes of discussions. Clicking on the discussion tile, list of all the discussions threads will be visible to the user.
Fig.1: Discussion Tile on ESS Page
Fig.2: Discussion Page
Discussion page
The discussion page displays comments against each conversation and the comments of each user. Only top fifty discussions will be displayed on the Selection of any discussion.
Navigation: Employee Self Service > Discussions Tile > One of the discussions.
In the below example of trouble-shooting, different users are part of the conversation, logs are attached and reviewed and comments posted.
Fig.3: Discussion Chat page
Discussion Action page
In the Discussion page, user can perform three actions –
Navigation: Click on the related action against a specific discussion
Fig4: Discussions-Actions page
In the Details option, Creator can update the discussion subject, discussion description, and add or remove participants.
Fig.5: Discussion Details Page
In View Attachment action, users can access view all discussion attachments posted in the discussion Conversation.
Fig.6: Discussion Attachments page
Notification Preferences (Enabling/Disabling) can be changed using this screen.
Fig7: User Notification Preferences
Configuration Page for “Discussion user Group”
To define a discussion group, which helps to add participants dynamically, based on the discussion content, the below navigation has to be followed,
Navigation: Enterprise Components > Discussion Service > Discussion User Group.
Fig.8: Discussion user Group Page
Configuration Page for “Discussion Type”
Discussion Type page is used to add attachments to the discussion, add a Default list of participants, define permissions for Adding/Removing participant, update subject, and close or re-open the Discussion.
Navigation: Enterprise Components > Discussion Service > Discussion Type.
Fig.9: Discussion Type page
Roles Configuration
Discussion Type roles page is used to define user roles and select checkbox ‘Allow Create’ so that users are able to create new discussion based on the requirements.
When ‘Allow Create’ is turned off then the creator role is removed, and the user will not able to add a new discussion.
Navigation: Enterprise Components > Discussion Service > Discussion Type > Roles.
Fig.10: Discussion Type –Roles page
Participants page
Participants tab is used to automatically add users when a discussion is created. A Creator can add multiple participants base on the discussion requirement. Participant/Administrators role can be assigned to user/group in this tab.
Navigation: Enterprise Components > Discussion Service > Discussion Type > Participants.
Fig.11: Discussion Type –Participants page
Define Related Content Service
To add a new discussion type, a related action with context has to be created on the below navigation
Navigation: People Tool > portal > Related Content Service > Manage Related Content Service > Configure Related actions.
Fig.12: Assign Related Actions page
Scheduling Notification
In Fluid Discussion Service, “Scheduling Notification” is used to send an email message and a Notification that appears on the Discussion List page.
Notifications are triggered when the user has initiated the following action.
Navigation: Enterprise Components > Discussion Service > Run Discussion Notification.
In Process Scheduler Request page, select Process list then click on Ok.
Business Benefits
Author – Akhilesh Kumar, PeopleSoft Consultant.
Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.
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