Interaction Management

Interaction Workspace

The Interaction Workspace main function is to manage different types of interactions in one place.  It allows for a view of imported BANNER data, and also allows views to other departments' interactions with contacts (usually students).

The most common interactions types are:

  1. Email
  2. In-person
  3. Phone

Interactions are stored in conversation-type threads, with the same subject and matched on additional criteria.  Multiple staff members can log into the same workspace at the same time and manage interactions in tandem.

Picture of an Interaction Workspace

Portland State University