To create a new consultation, see Create a Consultation.
Consultations include the following components:
- Global Information
- Details
- People
- Organizations
- Documents
- Participants
- Notes
- Tasks
- References
- History
- Time
- Cost
- Tags
- Suggested Consultations
View and Update Global Information
The Global Information section of a Consultation is always visible on the consultation. You can edit some content, based on permissions and your local configuration.
Click the blue text to open a window to edit the existing content.
Change Consultation Name
1. Click the blue text to clear the current content and type in the change.
2. Click the 
button.
Change Assignee
1. Click the blue text to open the content for editing.
2. Search for the user and select their name and group.
3. Click Confirm.
Change Due Date
Due Date: Use the calendar to select the date and time.
Change Owning Group
1. Click the blue text to open the content for editing.
2. Search for the group then select the name.
3. Click Confirm.
Change Priority
1. Click the blue text to open the drop down box and select the priority level.
2. Click
View and Update Summary and Details
View Summary and Details
1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the 
icon to open the Details section.
2. The free-form text space is available to enter or edit the consultation summary and details. You can format text and include attachments in the Full Consultation Details.
3. Once you have entered the content, press the Save 
button.
Edit Details
1. Enter (or update) task details in the text space. The section provides tools for formatting text, adding hyperlinks, and attaching files.
2. Click the Save button.
View and Update People
View People
The People section lists people related to a consultation. In the Expanded Treeview of the Browse Panel, click on the People section title.
Add People
To add an existing person to a task, click the + button on the section title bar. The add person window opens.
1. Search for an existing person by clicking in the Person field.
2. Select the person, then choose the Consultation Person Type from the drop-down menu.
3. Click Save Person.
4. To add a new person, click the Add New Person button and complete the information for the person.
5. Click Save Person, then choose the Consultation Person Type.
6. Click Save Person.
Delete People from Consultation
To delete a person from the consultation, click the 
button.
View and Update Organizations
The Organizations section lists organizations related to the consultation.
View Organizations
In the Expanded Treeview of the Browse Panel, click on the Organizations section title or icon, or from the Navigation Icons Panel select the 
icon to open the Organizations section.
View and Update Documents
View Documents
The Documents section lists documents related to a consultations. Document actions are described in detail in Document Management.
View and Update Participants
The Participants section lists participants related to the consultation.
View Participants
In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the 
icon to open the Notes section.
Add a Participant
To add a participant, click the + on the section header. The Add Participant window opens.
Select the Participant Type. Search for the participant name. Click Save.
Edit or Delete a Participant
To edit or delete a participant, choose the edit icon or delete icon on the Partipants list. Some participants are required and cannot be deleted.
View and Update Notes
View Notes
The Notes section lists existing notes and is available to add or update notes.
In the Expanded Treeview of the Browse Panel, click on the Notes section title or icon, or from the Navigation Icons Panel select the 
icon to open the Notes section.
Add Notes
1. To add a note, click the 
button on the section title bar. This will open a window where a note can be added.
Fields marked with red asterisk are required.
2. Complete your note and click Save.
Update Notes
To edit a note, click the 
button.
Delete Notes
To delete a note, click the button.
In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tasks section.
The Task list opens.
Tasks
Add a Task
To add a task, click the + on the section title bar. The new task window opens.
Complete the required and optional information as needed. Click Save Task.
Delete a Task
To delete a task, locate the task on the list. Click the 
icon.
View and Update References
View References
The References section lists reference number, reference title, type, assignee, date modified, and status.
In the Expanded Treeview of the Browse Panel, click on the References section title or icon, or from the Navigation Icons Panel select the 
icon to open the References section.
Add References
1. To add a reference, click the button on the section title bar. This will open a window where a reference can be added.
2. Search and select a reference. Click add.
Delete References
To delete a reference, click the button.
Filter References
You can filter references based on reference number, title, type, assignee, date last modified, or status.
To filter, click in a column’s filter box and start typing. The list of results will update automatically.
View History
The History section records the task’s events.
In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the 
icon to open the History section.
View and Update Time
View Time
The Time section lists timesheets associated with the consultation. It will show the form name, user, and other related information.
In the Expanded Treeview of the Browse Panel, click on the Time section title or icon, or from the Navigation Icons Panel select the 
icon to open the Time section.
Add Time Tracking
1. To add a timesheet, click the button on the section title bar. A window opens where the timesheet can be completed.
Note: Per your configuration, there may not be a Send for Approval workflow.
2. Complete the required fields and any additional fields and click Save or Send for Approval when finished.
Edit Timesheet
To edit a timesheet, click the button.
Filter Timesheet
You can filter timesheets based on the form name, user, total hours, total cost, modified date, or timesheet status.
To filter, click in a column’s filter box and type in the first few characters. The list of results will update automatically.
View and Update Cost
View Cost
The Cost section lists the costsheets associated with the consultation. It will show the form name, user, and other related information.
In the Expanded Treeview of the Browse Panel, click on the Cost section title or icon, or from the Navigation Icons Panel select the 
icon to open the Cost section.
Add Cost
1. To add a costsheet, click the button on the section title bar. A window opens to complete the costsheet.
Note: Per your configuration, there may not be a Send for Approval workflow.
2. Complete the required fields and any additional fields and click Save or Send for Approval when finished.
Update Cost
To edit a costsheet, click the button.
Filter Cost
You can filter costsheets based on the form name, user, total cost, modified date, or costsheet status.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and UpdateTags
View Tags
The Tags section lists tags and lets you add tags to a task.
In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tags section.
Add Tags
1. To add a tag, click the button on the section title bar. This will open a window where a tag can be added.
2. Search for a tag and click Add Tag.
Delete Tags
To delete a tag, click the button.
Filter Tags
You can filter tags based on the tag, the date created, or the user who created it.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Suggested Consultations
Choose Suggested consultations from the Expanded Treeview of the Browse Panel. A list of suggested consultations opens.
