Team Discussion

Ava's Team Discussion functionality is available with Unit4 ERPx.

What is Team Discussion?

Team Discussion helps you start a discussion about a specific item with your colleagues in Microsoft Teams.

You use the Discuss button in Unit4 ERPx to create or open a discussion channel.

How do I start a Team Discussion?

To start a discussion:

1. In a supported Unit4 ERPx window, click the Discuss button.
2. In the pop-up window, select the colleagues you want to include.
3. Optional: Add a message or question to explain the topic.
4. Click the Discuss button in the pop-up window.

When you start a discussion, Ava creates:

• A team.
• A General channel for announcements.
• A Discussion channel for the selected item.

Ava adds the selected participants and posts a welcome message in General.

Note: Ava facilitates Team Discussion but is not a participant in your Teams channels. To interact with Ava, use your one-to-one chat with Ava.

Warning: Do not manually delete discussion channels in Microsoft Teams. If you do, and then try to recreate the same discussion from Unit4 ERPx, Microsoft Teams will show the message "The discussion channel has been deleted".

What happens if a discussion already exists?

If a Discussion channel already exists for the item, Ava redirects you to that channel.

For notification settings, adding participants, or creating extra channels, use the standard Microsoft Teams options.

How are non-production discussions named?

If the discussion is created from a non-production environment, the team name includes an environment prefix.

Example:

• Production: Invoice EN 1234567890.
• Non-production: (PREV) Invoice EN 1234567890.

How are Team Discussion channels archived?

Team Discussion channels are automatically archived if they remain inactive. The following happens:

1. Two days before archival, Ava notifies all participants.
2. After seven days of inactivity, Ava automatically archives the discussion.
3. Ava converts the archived discussion to a PDF and stores it in Document archive in Unit4 ERPx, linked to the original item.

When a discussion is archived:

• Each discussion channel is archived as a separate document.
• The General channel is not archived.
• Deleted channels, deleted content, images, and other attachments are not archived.

Note: You cannot archive discussions manually. If you want to archive a discussion, stop using it and wait the seven-day period.

Note: To postpone archival, continue the discussion. Ava then restarts the seven-day inactivity period.

How does Ava manage data and privacy for Team Discussion?

Privacy and data security for Team Discussion follow the same policies described in How Ava protects your security and privacy.