What it covers
Use record discussions in Goals and Contracts, with named decisions, accountable handovers, watchers and private or deliberately shared drafts.
Service and delivery
Contextual collaboration
Keep decisions, handovers and working notes beside the record they concern.
How it works
Leave a handover the next teammate can use
A useful internal conversation explains a decision and stays beside the work. NovaSoft One provides a collaboration panel in Goals and Contracts for comments, decisions and handovers. A teammate can review the record, see who said what and continue from the recorded context. Decisions carry an explicit outcome; handovers name a colleague and can include a due date. Watching a record helps people follow its discussion without building a separate social feed. Access follows the underlying record, so mentioning someone does not grant them new access.
In practice
Published entries retain their original authorship. A correction adds a linked entry rather than rewriting the earlier statement. Working drafts remain private unless the author chooses to share them; a shared draft is read-only to other collaborators.
When to use it
Useful situations
- Explain why a contract decision was made before the account changes hands.
- Hand a goal action to an eligible colleague with a clear due date.
- Prepare an internal note privately before publishing it to the record discussion.
A working path
How the work moves
Read the record first
Open the goal or contract and review its current status and existing discussion. Check the owner, relevant dates and earlier decisions so a new comment contributes context instead of repeating an unanswered question.
Choose the right entry
Write a comment, record a decision with its outcome, or create a handover to a colleague who can access the record. Keep the entry specific to the work and include the action or reasoning another person needs.
Continue the discussion
Watch the record when you need updates. Publish your prepared draft when it is ready, or add a correction if an earlier statement needs clarification. Notifications still follow each recipient’s current access and preferences.
Illustrative scenario
An account handover
A contract owner records why a renewal draft needs a revised service scope, then hands the review to an eligible colleague. The colleague opens the contract and sees the decision beside its terms before adding the next update.
Before you start
What to check
- Record discussions are currently available in Goals and Contracts. Open the relevant record to read or add an entry.
- This is an internal discussion workflow. Customers do not participate through the customer portal.
Can someone edit my shared draft?
No. Sharing lets eligible colleagues read it. Only the author can edit or publish the working draft.
Does a mention give a teammate access?
No. Mention and handover recipients must already be active colleagues with access to the underlying record.
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