Viewing and Adding Comments into Forms
To view comments on a particular form:
- From the Home page, click Tasks.
- Click the Supplemental Data Tasks tab on the left.
- Double-click a form to open it.
- Click the Comments tab on the right.
Adding Comments
From the Tasks page, you can add comments about any supplemental data form and also attach references. You can also add a reference file or URL to multiple forms at one time from the Tasks page and create comments.
Note:
You can also access the Supplemental Data Forms from Home Page → Tasks → Supplemental Data Tasks.This table describes the activities you can perform based on the status of the activity and your role:
Note:
Users with the same access role on a form can create, delete, and manage each other’s comments.Table 15-1 Permissions Based on Role and Status
| Role | Status: Open with Preparer | Status: Open with Approver/Integrator | Status: Closed |
|---|---|---|---|
| Preparer |
|
|
Can add comments |
| Approver/Integrator |
|
|
Can view comments |
| Administrator |
|
|
Can add comments |
| Viewer |
|
|
Can view Comments |
To add Comments:
- From the Home page, select Tasks.
- Select a Supplemental Data Form from your worklist or from within the Supplemental Data Tasks.
- Click the Comments tab.
- In the text box, enter a comment.
Note:
To delete a comment, select it and click Delete or select Actions, then Delete Comment. - Optional: To add an attachment to an external document or a web page to the comment, select one of the following options:
- Click Attach a File (paperclip icon) to browse to select a file as the attachment.
- Click Attach a Link (link icon) to add the URL and Name of the attachment.
- Click OK.