6Setting Up Comments
Managing Comments
This topic provides an overview about Standard Comments and discusses how to manage Comments.
Standard Comments: Overview
Standard comments are pre-defined comments that users can easily and quickly use, instead of manually entering the text. Standard comments are generic and complete, which make them reusable.
Users can use Standard Comments across all Public Sector Compliance and Regulation offerings. You can use Standard Comments while updating your applications.
System Administrators set up application categories and subcategories using the Application Category page, based on the type of comments you wish to have. Standard Comments are set up using the Standard Comments page.
Managing Comments
You manage the Comments by setting up how you want the comments to be available for the agency staff members.
Select .
On the Manage Comments page, you add values to all these fields:
Page Element
Description
Number of days comment is recent
Enter a numeric value or use the increment/decrement buttons. The number of days a comment is listed as Recent is based on the value in this field.
Rich Text Editor
Use the switch to enable or disable Rich Text Editor formatting for comments.
Comment Summary Length
Enter a numeric value or use the increment/decrement buttons. This value determines the maximum number of characters that can be displayed in the Comment Summary field.
Note: The system allows a maximum length of two hundred (200) characters in the comment summary.Click Save to save the changes.
Setting Up Standard Comment Categories and Subcategories
This topic discusses how to set up Standard Comment Categories and Subcategories.
Setting Up Standard Comment Categories and Subcategories
You set up the comments categories and subcategories on the Application Category page.
Select.
On the Application Category page, click Add to add a new category.
On the Application Category Details page, you add values to all these fields:
Field Name
Description
Application Category
Enter a category.
Description
Enter a description for the category. This description displays detailed information about the category when searching for categories.
Turn on the Enabled switch if you want to enable this category when you save it. The switch is turned off by default for a new category.
In the Application Groups section, you can include application groups that you want this category to be available for. Click Add to open the Application Group Details page, select the application group.
Turn on the Enabled switch if you want to enable the selected group when you save the page.
Click Save to save the newly added application group and return to the Application Category Details page.
To add an application subcategory, select the Application Subcategories section and click Add.
On the Application Subcategory Details page, you add values to all these fields:
Field Name
Description
Application Subcategory
Enter a subcategory
Description
Enter a description for the subcategory. This description displays detailed information about the subcategory when searching for subcategories.
Turn on the Enabled switch if you want to enable this subcategory when you save it. The switch is turned off by default for a new subcategory.
Click Save to save the newly added application subcategory and return to the Application Category Details page.
Click Save to save the record and return to the Application Category page.
Modifying Standard Comment Categories and Subcategories
You modify the comments categories and subcategories on the Application Category Details page.
Select .
On the Application Category page, click the chevron on a category line to select and modify the category.
On the Application Category Details page, enter new values in the Application Category and Description fields.
Verify that the Enabled switch is turned on if you want to enable this category when you save it.
Use the Application Groups section to select the application group that you want this category to be available for.
In the Application Subcategories section, you can edit the application subcategories.
Click Save to save the changes. You can use the Delete button to delete the category.
Viewing, Adding, Modifying, and Deleting Standard Comments
This topic discusses how to view, add, modify, and delete Standard comments.
Viewing Standard Comments
You search and view Standard Comments on the Standard Comments page.
Select .
Use the application category or application subcategory fields to filter comments on the Standard Comments page.
Adding Standard Comments
You add comments using the Add button on the Standard Comment page.
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On the Standard Comments page, click Add to open the Standard Comment Details page and add a new comment.
On the Standard Comment Details page, enter values for these fields:
Page Element
Description
Comment Code
Enter a comment code.
Application Category
Enter an application category
Application Subcategory
Enter an application subcategory
Description
Enter a comment.
Verify that the Enabled switch is turned on if you want to enable this comment when you save.
Click the Save button to save the new comment and return to the Standard Comment page.
Modifying Standard Comments
You modify comments on the Standard Comment Details page.
On the Standard Comments page, click the chevron on a comment line to select and modify the comment.
To modify the comment, you can change the values entered in the Application Category and Application Subcategory fields, and edit the description.
Verify that the Enabled switch is turned on if you want to enable this modified comment when you save.
Click Save.
Deleting Standard Comments
You delete comments on the Standard Comment Details page.
On the Standard Comments page, click the chevron on the comment line which you want to delete.
On the Standard Comment Details page, click the Delete button to delete the comment.
Click Yes on the confirmation page to delete the comment and return to the Standard Comments page.