Create a new chat
New chats are by default created as unretained chats and will therefore automatically be deleted after a predefined retention period if there is no activity on the chat. Any activity (for example posting new messages) on a chat will reset the retention period.
WorkZone users that are currently online are displayed with a green dot to the right of the user name while WorkZone users that are currently offline are displayed with a gray dot. You can still send offline WorkZone users chat messages.
- Click
WorkZone Chat at the bottom of the browser window to open the chat window. - In the Recent chats (right) pane of the chat window, click
Add to open the Start a new chat form - In the following fields of the Start new chat form:
- Participants field: Select one or more participants to the chat. You can add or remove participants later if necessary.
- Title field: Enter a title for the chat.
- Description field: Enter a description of the chat.
- Cases field: Select a case reference to the chat. If the drop-down list contains too many options, enter the case number, case title or case handler to filter the drop-down list.
This step is optional and you can select multiple case references to associate with the chat. - Documents field: Select a document reference to the chat. If the drop-down list contains too many options, enter the document number or document title to filter the drop-down list.
This step is optional and you can select multiple document references to associate with the chat. You can have document references to other cases than the cases referenced on the chat.
- Click Save to create the new chat and close the Start new chat form.
Select the chat in the chat window to start sending messages to the recipients.
