When processing a work item, you may need to ask other
participants about it. To do this, you can send a consultation.
To send a consultation:
-
Click on the
New Consultation button (
).
The
Consult dialog box appears.
-
To specify the destination for the consultation, type a name in
the
Participant text box, or click the participant
icon (
) next to the box and select a name from the list. If the
list is long and has many pages, you can make it shorter by typing in a few
characters of the participant's name and clicking on the participant
icon.
WorkSpace adds the consultation to the work item, and adds the work
item to the
Consultations view of the user you are consulting. This view has
all the work items that have pending consultations. The consultation itself
appears under the
Consultations tab when that user highlights the
work item that contains it.
WorkSpace also adds every consultation as a note. As with any other note, consultation notes are visible to all users who can see the work item.