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Parallel Review and Feedback in Advanced Risk › Use Risk Workspace › Risk Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Initiate a chat from Sidebar in Parallel Review and Feedback

Initiate a Sidebar chat to collaborate among different stakeholders to brainstorm solutions, clarify details, or coordinate actions regarding the feedback received.

Before you begin

Role required: sn_rvw_feedback.reader

Procedure

  1. Navigate to All > Risk > Risk Workspace.

  2. Select the list

Image omitted: ListsIcon.jpg
list icon. icon.

  1. From the list, navigate to Parallel Review and Feedback and select Feedback.

  2. Open the Feedback that you want to discuss.

  3. Select Discuss.

    The Start a Sidebar discussion dialog box appears.

  4. To initiate Sidebar discussion from the record side-panel, open the record that you want to discuss and do the following:

    1. In the side-panel, select the list
Image omitted: side-panel-list-icon.jpg
side panel list icon. icon.
2.  Select the feedback.

3.  Select the More actions
Image omitted: more-actions-vertical-icon.png
More actions icon. icon on the feedback, and select **Discuss**.
  1. In the Start a Sidebar discussion dialog box, fill in the fields as appropriate.
FieldDescription
SubjectOption to provide a title for the sidebar discussion.
Add participantsOptions to add participants for the sidebar discussion.Note: You can include any users with access to this record in this discussion.
Include a brief message for participantsBrief summary about the feedback to be discussed in the sidebar discussion.
  1. Select Start discussion.

Parent Topic:Parallel Review and Feedback in Advanced Risk