What are discussions?
Clients can start discussions with you if they have a question about any of the controls that you have answered, if they need more information, or more supporting evidence. You can also start a discussion with clients if you would like to provide more context on a control or ask a question to avoid doing this via email and having it all in one place.
💡 The discussion you have with each client is private between users of your organisation and users of the client organisation. Nobody else will be able to see that discussion.
Starting a discussion with your client about a control
If you would like to give a specific client more information about a control then you can do this by going to Clients > Client Name > Assessment and finding the relevant control. You will see the option to leave a comment, which can be viewed by all users on your Risk Ledger account and all users on your client's Risk Ledger account. Your client will can reply directly to you on that control to help you keep track of this discussion.
💡 Discussions Tip: As your profile is answered at an organisational level, starting a discussion is a great way to provide further information for a specific client and/or go into more detail about your answer.
For example, if some controls are dependent on the contract you have in place with a client, this is where you can explain this.
Starting a general discussion with your client
If you need to start a general discussion with your clients, you can do this by going to Clients > Client Name > Discussions > Start new discussion.
Active discussions
In the discussions tab you are able to view your open conversations with clients, this can also be viewed via the Discussions option featured on the sidebar.
You will also be able to select whether you would like to view all conversations or just the conversations that you are involved. This can be toggled from the menu shown below:
Archiving a discussion
You can archive a discussion if this no longer requires a response, and this can be done by clicking the 'Archive' button on the discussion itself.
All archived discussions will be saved. You can easily view these discussions by selecting the Open button on the top left of the discussions page and changing this to Archived as shown below.
If you need to, you can reopen an archived discussion by simply writing out your message and clicking send or by selecting Unarchive in the top right-hand corner.
💡 If there is anything we haven't covered, please feel free to contact us at support@riskledger.com or alternatively, select the Chat icon in the bottom right corner.