Manage discussion points and follow-ups

It is helpful to keep a record of discussion points because it is often necessary to follow up after a communication. Borealis allows you to keep track of follow-ups and their resolution status by documenting them directly in the discussion point.

Open a discussion point that requires a follow-up or response and check the box "Requires a follow-up":

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When you check this box, a new field appears. You can choose from a list of existing tasks that are not linked to another record, or you can create a new task:

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Each discussion point can be assigned a status. You can choose from the standard options or add new choices by clicking on the + sign.

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If a follow-up is required and a task has been associated with it, the status will be automatically determined by the status of the related task:

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Initially, when a follow-up is associated with a task, the default status will be "Follow-up required", even if the task is in progress. You can change this status in the discussion point interface, from the task table on the right side of the screen:

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Here is how the follow-up status will be displayed, based on the status of a task:

  • When the task is complete, the status of the follow-up will be changed to "Follow-up completed".
  • If a task is cancelled, the status of the follow-up will change to "Unresolved".
  • The status will be unavailable if the status of the task is changed to "Unfinished".

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Analytics

Interesting reports can be created using information from the discussion points. To create your own widgets, please use the "Stakeholder Management - Interactions - Communications - Discussion Points" form.

Here are some examples of situations where using Analytics can be very useful in your projects:

  • Create public consultation reports to demonstrate the social acceptability of a project (especially infrastructure). This report shows what communications took place, with which stakeholders, and how feedback and follow-up were managed.
  • Access a list of stakeholders who are opposed to, or have negative feelings about, a project.
  • View the history of communications, concerns, and feedback from a previous project.
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