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

| Goal | Use |
|------|-----|
| Quick team question | Direct message or channel |
| Care that must live on the profile | Daily Tracking note (or **Document** a chat message) |
| Talk about an existing note | **Discuss** from that note |
| One-way update to many people | Announcement channel |

## 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](https://support.behca.com/hc/behca-support/articles/messages-overview)
- [Starting a direct message](https://support.behca.com/hc/behca-support/articles/starting-a-direct-message)
- [Reading the audit log](https://support.behca.com/hc/behca-support/articles/reading-the-audit-log)