Discuss (Initiate Engagement)

Does leadership want to increase employee engagement? Our Discuss app ignites dialogue and measures engagement among a large number of employees about an important topic. Read below to learn more about this process and how to progress through the pipeline.

Table of Contents

• Getting Started
• Site Home Page
• Pipeline Step View

Getting Started

• To get started, navigate to your Products screen and select the Discuss app.

• Select Set Up a Discuss Forum

• Follow the steps and fill out the required information to complete the wizard.

Site Home Page

• Once you create your new Discuss forum, you will be brought to your Discuss site home page.
• Here, you can update the site hero image, change your submission form, and more!
• For more suggested edits, refer to our Discuss App - Launch Playbook here.
• Review this list of user roles that are recommended for the Discuss app here.

Pipeline Steps View

• After successfully creating your Discuss app, you will see that it comes with preconfigured stages and steps.  
• To navigate there, select Admin --> Manage Pipeline
• For a quick recap on the overall Discuss process, refer to this process overview here.
• The Discuss backend pipeline configuration consists of the following:
  • Review
  • Archived
• Note Submission
• Results

Note Submission

• Review
• Once a participant submits a note it will be put into the "Note Submission" stage. 
• This step is preconfigured as a "Review" tool type 
• The Discussion Moderator will receive an action item and be able to review the "Note" before selecting "Complete Review."
• This step allows Discussion Moderators to review notes and make any necessary edits to submissions 

Results

• Archived
• After notes are reviewed they can be moved into the Archived step. 
• There is no tool type pre-configured for this Step
• Discussion Moderators can configure an additional tool type to add further evaluations to the Discuss pipeline.