7. Discussing notes and documenting messages

Messages and Daily Tracking stay separate. Discuss takes a note into a DM. Document saves a chat message onto a profile.

Discuss (note → Messages)

This starts on Daily Tracking, not inside Messages.

1. Open Daily Tracking for a profile.
2. Find a saved note (general note or a comment on a data point).
3. Under the note, next to Edit / Delete, click Discuss (tooltip: Discuss in Messaging).
4. Messages opens a new DM. To is the note’s author, unless you wrote the note (you cannot DM yourself — pick someone else). The composer includes a profile · date/time chip that links to the note in the audit log.
5. Finish the message and send.

If the note is not saved yet, BEHCA asks you to save it first.

Who sees Discuss: staff, guests, and managers on Daily Tracking. Self-reporters do not. The audit log has no Discuss button.

Document (Messages → note)

Managers and Billing users can turn a chat message into a Daily Tracking general note:

1. Open a conversation you participate in (not a View only oversight thread).
2. On the message, click Document (Add to profile record).
3. Choose the Profile and Date.
4. The Note starts as the message text. Edit it or leave it.
5. Click Save to profile.

The chat message stays in Messages. The new note becomes part of the profile’s Daily Tracking / audit history.

Staff, guests, and self-reporters do not see Document.

When to use which

Common questions

• Does Document remove the chat message? — No. It copies content into a note.
• Can I Document while View only? — No. View only does not add you to the chat, and there is no Join button — even for managers. Ask a channel member (a manager uses Edit) to add you, or ask a manager who is already in the conversation to Document it. You cannot join a DM you are only viewing.
• Does Discuss create a channel? — No. It opens a direct message.

Related articles

• Messages overview
• Starting a direct message
• Reading the audit log