Viewing and Adding Comments into Forms

To view comments on a particular form:

1. From the Home page, click Tasks.
2. Click the Supplemental Data Tasks tab on the left.
3. Double-click a form to open it.
4. 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.

Here's a table that 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 14-1 Permissions Based on Role and Status

Role	Status: Open with Preparer	Status: Open with Approver/Integrator	Status: Closed
Preparer	Can add Comments Can delete Comments at their level Can delete Comments that they created	Can add Comments Can delete Comments that they created	Can add comments
Approver/Integrator	Can add Comments Can delete Comments that they created	Can add Comments Can delete Comments at their level Can delete Comments that they created	Can view comments
Administrator	Can add Comments Can delete any Comment	Can add Comments Can delete any Comment	Can add comments
Viewer	Can add Comments Can delete comments that they created	Can add Comments Can delete Comments that they created	Can view Comments

To add Comments:

1. From the Home page, select Tasks.
2. Select a Supplemental Data Form from your worklist or from within the Supplemental Data Tasks.
3. Click the Comments tab.
4. In the text box, enter a comment.

   Note:

   To delete a comment, select it and click Delete or select Actions, then Delete Comment.
5. 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.
6. Click OK.