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Discuss & Review - History Window
The Discuss & Review History window provides a simple yet comprehensive summary of the Journal, Chat, Discussion and Review messages sent and received in the model. Each category of message is presented on a separate tab, showing details such as the name of the element under discussion, the date the message was posted, and in some cases the opening text of the post. You can perform operations either on individual items or on the list as a whole, and double-click on an item in one of the lists to display that item as the focus of the Discuss & Review window.
Access
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Ribbon |
Start > Collaborate > Discuss > Discussion History Start > Collaborate > Review > Review History Start > Collaborate > Journal > Journal History Start > Collaborate > Chat > Chat History Start > All Windows > Collaborate > Histories > <appropriate option> |
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Keyboard Shortcuts |
> Histories > <appropriate option> Ctrl+Alt+9 > <appropriate tab> |
The Journals tab
The 'Journals' tab lists the elements across the model against which comments have been posted, showing details of each element and the date on which the comment was posted.
On this tab, apart from using the context menu options described in the General Features table, you can also double-click on an item to open its comments in the Discuss & Review window. You can then add to or edit text in any comment posted on the element. You can also edit the comments in the preview pane, one of the features discussed in the General Features table.
For further information on journal entries, see the The Journal Window Help topic.
The Discussions tab
The 'Discussions' tab shows the Discussions that have been recorded on elements across the model, listing the elements under discussion and showing the text of the topic created against that element. Where there is more than one topic, the element is listed again for each topic. The tab does not list discussions concerning diagrams.
On this tab, apart from using the context menu options described in the General Features table, you can also double-click on an item both to open the Discussion topic in the Discuss & Review window and, at the same time, to highlight the element under discussion in the Browser window. Note that the timeframe in the Discuss & Review window must be able to accommodate the age of the posting; if you have listed Discussions from last month and the timeframe in the Discuss & Review window is three days, the Discussion topic will not display.
For further information on Discussions, see the Model Discussions Help topic.
The Chat tab
The 'Chat' tab lists the Chat conversations that you have been a party to. These conversations can be between yourself and one other user, or those where you have participated in a Chat with one or more members of a user group. A user in the Admin user group can open any other Chat user group and join the Chat of that group, without being a defined member. So even though I'm not a member of, say, Team Green, if I am a member of Admin I can still join and review that Chat group.
The 'Chat' tab defaults to the 'Summary' list (no timeframe), showing the last conversation you have had with each user or user group you have communicated with, and the last of your correspondents to send or receive a post in that conversation.
- For a non-Admin user these Chats will be within the User Groups for which you are a defined member
- For an Admin user the Chats will be from every User group
A red arrow next to the user's name indicates that the person sent you a message, and a green arrow indicates that you sent a message to that person - the icons are very visible and enable you to tell at a glance which conversations might require a response from you.
You can change the focus of the list by right-clicking on the panel and selecting the 'Visible Timeframe' option, and an option from the submenu. For an Admin user, the list of Chats is now confined to those groups that you are a defined member of. The tab then shows the number of messages posted in each conversation - in the 'Total' column - and the names of the participants and the number of posts made by each person - in the 'Participants' column. You can also double-click on an item to display the complete conversation in the Chat & Mail window, as long as the window has been set to display posts from the appropriate number of days in the past.
Both 'Summary' and 'Visible Timeframe' options will include recent Chats in conversations between single users.
For further information on Model Chats, see the Model Chat Help topic.
General Features
When the Discuss & Review - History window displays, it lists the items in which activity has occurred in date/time order. On the tabs the items for today are listed first, in the Today group, followed in sequence by the items active This Month, Last Month and earlier (Older).
The Discuss & Review - History window automatically refreshes after a short interval, which you define. You might notice the window flicker when it refreshes.
The tabs default to displaying a number of columns, as shown in the earlier illustrations, but you can remove information you don't need by dragging column headings out, and add information by right-clicking on the heading row, selecting the 'Field Chooser' option and dragging additional column headings into place. You can also filter the display according to field value, and regroup the items by setting up a group and subgroup hierarchy in the Group Box. For more information on tailoring the headings and content, see the List Header Help topic.
Option |
Description |
See also |
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Review |
Select this option to open the Discuss & Review window at the 'Review' tab and/or load the selected element as the element in focus. |
Model Reviews |
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Manage Reviews |
Select this option to display the details of all reviews recorded in the model, in the Reviews view. |
Manage Reviews |
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Go to this Discussion |
On the 'Reviews' tab, this option opens the Discuss & Review window at the 'Review' tab and/or loads the topic thread for the selected element. Alternatively, click on the item and press the . |
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Discuss |
On the 'Discussions' tab, this option opens the 'Discuss' tab of the Discuss & Review window and/or displays the discussion topics for the selected element. Alternatively, click on the item and press the . |
Model Discussions |
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Open |
If the object under discussion or review is a diagram, this option opens the diagram as a tab of the main work area. |
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Journal Entries |
On the 'Journals' tab, this option opens the 'Journal' tab of the Discuss & Review window and/or displays the Journal entries for the selected element. |
The Journal Tab |
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Edit Discussion |
On the 'Discussions' tab, select this option to display the Discussion in the 'Discuss' tab of the Discuss & Review window. You can then set the priority or status, delete a post or add a further discussion topic or response. |
Model Discussions |
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Chat |
This option opens the 'Chat' tab of the Chat & Mail window and displays the topics for the selected Chat. |
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Properties |
Select this option to display the properties of the selected element under discussion or review, in the 'Properties' dialog. |
Properties Dialog |
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Find in Project Browser |
This option locates and highlights the element in the Browser window. |
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Find in Diagrams |
This option locates and selects the selected element in any diagram in which it has been used. If the element has been used in more than one diagram, the diagrams are listed in the 'Element Usage' dialog and you can select from that list. The empty dialog is also displayed if the element is not used in any diagram. |
Show Element Use |
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Visible Timeframe |
Select this option to display a short menu of numbers of days, from which you can select a value to list items recorded up to that many days in the past. You can therefore expand or reduce your list of posted messages. The 'Summary' option is provided on the 'Chat' tab. The intervals of 2, 3, and 5 days are not available on the 'Journal' tab. |
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Check for Update Every |
This option displays a short menu of time options - 1, 2, 5 or 10 minutes - as the interval between automatic refreshes to pick up new postings. Click on the interval you want to apply. On the 'Journal' tab, if you are working in a local or .qea file, this menu also has an 'Enabled' option that you select to allow refresh of the Journal list, or de-select to prevent refresh of the list. |
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Show by Status |
On the 'Reviews' tab, select this option to list either all the Review comments (the 'All' sub-option) or only those against elements having a selected element status. When you select the 'Configure' option, a dialog displays listing all the possible status values for the element. Click on the checkbox against each status value you want to filter the displayed items for. You can click on the or Clear All buttons to select or clear all checkboxes and reset one or two of them. When you have made your selection, click on the to filter the elements under review. |
Model Reviews |
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Filter Approvals |
On the 'Reviews' tab, select this option to set or clear a filter on the list of Reviews according to the assignment of Approvers to the review items. Select:
You can set filters on topics and approvers at the same time. |
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Filter Topics |
Select this option to filter the list of topics to show only your own topics, or all topics except your own. If you have set one of these options, you can also select an option to remove the filter. You can set filters on topics and approvers at the same time. |
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Show All Posts |
On the 'Reviews' tab and 'Discussions' tab, select this option to show all Discussions posted, not just the most recent one. |
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Show Preview Pane |
Select this option to open a pane on the left or right of the window, or at the bottom of the window, displaying the text of the currently-selected review topic, discussion thread or Journal item. As you click on different items in the window, the text in the pane immediately reflects the new selected item. You can also hide the preview pane if you no longer need it. You can edit comments that you have created previously, in the preview pane as well as in the Discuss & Review window. |
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Refresh |
This option will refresh and redisplay the currently-selected tab of the Discuss & Review window. You can also press to refresh the contents of the window. |
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Set This Tab as Default |
Select this option to set the Discuss & Review History window at the current tab to automatically redisplay when you log back in to the model in a new work session. |