Create and track a buddy-statement request
Save an invitation for a supporter, choose how to share it and return to the request or submitted statement.
Overview
A buddy-statement request gives another person a place to describe what they personally observed. Creating the invitation and sending it are separate actions.
Create the invitation
Open Buddy Letters from its tool entry or your Action Plan task. Open Buddy Letters from its tool entry or your Action Plan task. Select Create invite Check the intended workspace and condition. Enter the supporter's name Email is optional; it is needed only if you choose the email send action. Add a short personal message describing the observations you are asking about Select Create Invite. Ask for the person's own account. Do not supply a conclusion for them to repeat. The saved invitation can be reopened from the request list.
Choose when to share
Use Copy invite link if you want to share the private writing link yourself. Treat that link as access to the request. With a saved email address, Send invite is a separate action. Its later reminder action follows up on the same request. Check the recipient and request before sending. Creating or copying the link does not prove the supporter has received it or written anything.
Read the returned statement
Use the request's status and View details to follow its progress. Submitted letters appear in their own list. Read the author's statement before deciding whether it answers your request. Keep their firsthand observations and voice intact. If you chose a workspace, check the returned letter's workspace state. For an Action Plan task, a saved request can link back to that exact task. Creating a request does not complete the evidence task. If the invitation saved but a task-link notice appears, reopen the existing request instead of creating another copy. Review the task and its saved link before treating the connection as complete.
If you cannot continue
If you cannot continue An invitation or send is unconfirmed Check the invitation list and View details before creating another invitation. Check the recipient before using Send invite or Send reminder. Creating an invitation, copying its private link and sending an email are separate. A saved invitation does not show that the supporter has received it or submitted a statement.
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