Marking Outcomes on Documents, Blogs and Discussions

Document created by wendyfreitag@fico.com on Nov 28, 2016
Version 1Show Document
  • View in full screen mode

The original author of a discussion, document, or blog post can mark the top level of the content. You can mark a top-level item (a blog post, discussion, or document) if you have edit permissions for it. You mark a top-level item from its Actions menu in the right sidebar. You won't see this menu if you don't have edit permissions on the item.

 

1. Go to the discussion, document, or blog post that you authored

2. In the Actions menu on the right, select the Mark option you want.

3. Note the new badge at the top level of the content item. If you change your mind later, you can always Unmark from the Actions menu in the right sidebar.

 

After you mark a top-level item, a badge appears that displays its state (Final, Outdated, and so on). These badges are visual indicators only; they do not prevent anyone from further commenting or marking any comments or replies as a Decision, Helpful, Resolved, Success, or for Action. If you want to prevent further replies on a discussion, click Lock under the Actions menu in the right sidebar.

 

Mark for Action (discussions, documents, and blog posts)

Choose Mark for Action to assign the item to yourself or others. The Action Item badge lets others know that the content item is being reviewed.

 

Resolve (discussions, documents, and blog posts)

Choose Resolve on an Action when you have completed it. This lets others know that you've taken care of the issue.

 

Mark as Final (discussions and documents)

Choose Mark as Final to let others know that the conversation is complete and no further discussion is encouraged. If you mark something Final, you cannot also mark it Outdated or Official.

 

Mark as Official (discussions and documents)

Choose Mark as Official to let others know that this is the official version of this item. This can be helpful for policies and company-wide communications such as the 2014 Holidays in an HR space or the company's Mobile Purchasing Policy. If you mark something Official, you cannot also mark it Final or Outdated.

 

Mark as Outdated (discussions and documents)

Choose Mark as Outdated to let others know that this is old information and no longer valid. This can be helpful for old procedures, policies, and processes such as 2011 Health Plan Coverage or Engineering Intern Projects 2012. If you mark something Outdated, you cannot also mark it Final or Official.

 

Mark as Reserved (documents only)

Marking an uploaded file or a document as Reserved indicates that someone is currently editing it, so other users won't edit it until the Reserved badge is removed. It does not actually lock the file or document.

 

Mark as Success (discussions, documents, and blog posts)

Choose Mark as Success to let others know that this was a collaboration success story for your community.

1 person found this helpful

Attachments

    Outcomes