Activity Comments

Comments can be added to activities to give customer service representatives additional information. If comments are supported on an activity, then the comment icon Comment icon with no comments attachedwill appear in the Action column to the right of the activity. When comments are added to an activity, the comment icon will change color to indicate that comments exist.

 

There are several levels of security around comments in OIPA. Privileges available to users include add, view, delete, update and view history. The steps involved in working with comments are provided below. Keep in mind that security may restrict your ability to perform these operations.

 

Steps to Add a Comment

  1. Click the comment icon in the Action column to the right of the activity. The Comment window will open.
  2. Type the comment in the box provided and click Save. A comment is limited to 1,000 characters.
  3. The Comment box clears and a new row is added to the Comment list below the Comment box.

 

Steps to Edit a Comment

  1. Click the comment icon in the Action column to the right of the activity. The Comment window will open.
  2. Click the row of the comment to edit. The comment will appear in the Comment box.
  3. Make changes to the comment and click Save.

 

Steps to Delete a Comment

  1. Click the comment icon in the Action column to the right of the activity. The Comment window will open.
  2. Click the trashcan icon to the right of the comment that should be deleted.
  3. Click OK when the confirmation window appears. The comment will be removed from the list, but the comment history can be accessed by clicking the History button.

 

Steps to View Comment History

  1. Click the comment icon in the Action column to the right of the activity. The Comment window will open.
  2. Click the History button. The Comment History window will open with a list of all actions related to the activity comments.
  3. Click a row in the history list to open the history details. Information on the actions performed on that particular comment, along with an explanation of the original comment and the updated comment will display.
  4. Click the Close icon Close icon to close the History window and return to the Comments window.

 

Comment window in OIPA

Comment Window with Comment Actions Defined

 

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