Communicating with Pulse

Use Pulse to communicate and collaborate with other users by sharing messages and files, tagging content, and referencing users. You can use Pulse in various contexts, such as within a case or as a conversation in your user profile.

• Use a profile picture of any image type.
• Post messages of any length.
• Share URLs within the body of a message.
• Add a tag within a message by typing # followed by the tag or after a message has been posted by clicking Tags and entering one or more tags. You can view all tags and their associated posts by clicking Tags in Case Manager or Case Worker.
• Reference another user in a message by typing @ followed by the user ID. You receive emails when another user references you in a post.
• Share files. When you attach a file to a message within a case, the file is automatically associated with the case.
• Receive emails when another user a message on a case you are following by clicking Notifications in the operator menu in Case Manager or Case Worker and then selecting the cases you are following for which to received emails.
•  View an activity feed that aggregates all of your important posts on cases without the need to view individual cases for posts by clicking Dashboard in Case Manager or Pulse in Case Worker.

The activity feed displays:

• Messages posted on your user profile.
• Messages on cases you are following.
• Replies to messages you have posted.
• Messages in which you are referenced.

You cannot post new messages in the activity feed but can post comments and tags. Comments and tags appear in the activity feed in addition to the context in which you made them. For example, if you add a comment for New Hire case in the activity feed, the comment also appears in the New Hire case.

Ensure that the Pulse Activity Feed widget is displayed in your dashboard.

• Search for content in Pulse in a case, which includes information in Pulse posts and the content in attachments. Type the text for which to search in the search field and then click the link in the Social/Posts found field in the search results dialog box.

Notes on notifications

• You can reply to email notifications with one attachment or with text, which is posted as a reply to the original message.
• When you receive emails for messages that contain a file, the attachment is not sent with the email.
• The subject of Pulse notification emails contains the post ID in square brackets (for example, [M-948]). Do not remove this information when you reply to the email; otherwise, the message does not post.

Open topic with navigation