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.

    Form_Comments

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 PageTasksSupplemental 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 12-1 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.