Adding Journal Comments

To view comments on a particular journal:

  1. On the Home page, click Enterprise Journals.
  2. Click the Journals tab on the left.
  3. Double-click a journal to open it.
  4. Click the Comments tab on the right.

    Journal_Comments

Adding Comments

From the Tasks page, you can add comments about any journal and also attach references.

Note:

You can also access Journals from the Home PageEnterprise JournalsJournals.

Here's a table that describes the activities you can perform (view, add, or delete comments) 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 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
  • 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
Power User Can add or delete comments they added Can add or delete comments they added Can add comments

To add comments for an Enterprise Journal:

  1. From the Home page, select Tasks.
  2. Select a journal from your Worklist.
  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.