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Add and maintain discussions

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Discussions page to view a list of discussions and to schedule, modify, or delete discussions. Discussions are meetings or discussions within your organization, such as performance reviews, mentorship meetings, or job coaching meetings that you want to keep records of.

Note

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

View discussions

  1. Click Personal information on the top link bar, and then click Discussions on the Quick Launch.

  2. Click a discussion link to view information about the discussion.

Schedule a discussion

  1. Click Personal information on the top link bar, and then click Discussions on the Quick Launch.

  2. Click Discussion to display the New discussion page.

  3. Enter a discussion name.

  4. Select the type of discussion.

  5. Enter a description of the discussion.

  6. Select the employee who was responsible for the discussion.

  7. Select a status for the discussion. Accept the default status of Scheduled if you are scheduling a discussion that has not occurred yet.

    • Scheduled – Schedule a discussion that has not occurred yet.

    • Completed – The discussion has already occurred.

    • Canceled – The discussion was scheduled but then was canceled.

  8. Enter the date that the discussion occurred or is scheduled to occur.

  9. Enter the start and end time for the discussion.

  10. Enter the location where the discussion occurred or is scheduled to occur.

  11. If a goal was created for an employee because of the discussion, select the goal to associate with the discussion.

  12. Click Save and close.

Modify a discussion

  1. Click Personal information on the top link bar, and then click Discussions on the Quick Launch.

  2. Select the discussion to modify.

  3. Click Edit.

  4. Modify or enter information in the necessary fields and then click Save and close.

Delete a discussion

  1. Click Personal information on the top link bar, and then click Discussions on the Quick Launch.

  2. Select the discussion to delete and then click Delete.