Use My Messages

In RiskRate, users can send messages to and receive messages from representatives of Pacific Strategies and Assessments (PSA). This communication capability helps users, in cooperation with a PSA representative, determine the appropriate scope for reports that contain analyst activity. Additionally, users can correspond with third party contacts or business sponsors after an interview/questionnaire has been requested, as that opens up messaging for that particular third party. So, an interview/questionnaire must be requested first before being able to send a message to either a third party contact or business sponsor. When a third party contact or business sponsor initiates a message, it goes to the third party Owner, Approver, and Requester without exposing their email addresses.

Using the Messages feature, you can see all message threads of which you are a part as a sender, recipient, third party owner, or third party approver.

Note: You can also see messages for any specific third party you have access to from within the third party details page (see Use the Messages Tab in the Third Party Details Page).

  1. From the sidebar menu, click My Messages.

    Note: You can click in the RiskRate header to hide the sidebar menu and then again to display it (i.e., use as a hide/show menu toggle).

  2. To view a specific conversation, click the Message Thread on the left to show the conversation messages on the right.

    Note: You can search for a conversation by third party name, subject, or participants. To find a specific conversation, in the Search Messages box, start typing any part of the third party's name, the subject, or participant. Then click the message thread on the left to view the conversation.

  3. Do any of the following:
    • Click a third party name to open its details page, and then, in the third party details page, click the Messages tab to view all message threads for that third party (see Use the Messages Tab in the Third Party Details Page for details).
    • To add a reply or other message to the thread, type in the Reply box. If you want to attach a file, click and use Browse to select the file and click Open, or drag a file from Windows Explorer onto the Drag and drop your file attachment here box,. When finished composing the message, click Send.

      • Note: Whenever a message is sent, the following people receive an email notification (with the exception of the person sending the message):

      • Message thread initiator
      • Designated recipient(s)
      • Third party owner
      • Third party approver