Managing Plan Review Comments

Comments can be added and are sometimes required when providing plan review decisions or at the review cycle level. Plan coordinators and plan reviewers can also update and delete their own cycle-level and reviewer-level comments.

Your agency may require comments for review cycle cancellations and decisions with a negative or qualified outcome (Approved with Comments, Rejected, or Revision Required) or all decisions and cancellations. Comments are optional unless the agency elects to require comments.

For more information about comments, see Working with Comments.

Here's how you can manage plan review comments.

Working with Review Cycle Comments

Plan coordinators and plan reviewers can add comments for each review cycle.

On the Plan Reviews page in the application details, scroll down to the Comments section. All of the comments entered for the review cycle you are viewing appear in the table. Click the Add Comment button to add a cycle comment.

Plan coordinators and plan reviewers can update and delete their own cycle-level comments. Click the comment row to open the Comment details drawer. Update comments and save or click Delete. System administrators can update and delete comments added by others. You can add, update, or delete cycle-level comments for plan reviews in any cycle status until the application is closed.

Agency staff can mark comments as public or private when they add comments, but comments designated as Private are only visible to agency users with permissions. Applicants and contacts with application access can see the comments marked as Public. Applicants can't see plan reviewer names.

Working with Reviewer Comments

Plan reviewers can add decision comments to their own plan reviews. Plan coordinators and system administrators can add decision comments for plan reviews assigned to any reviewer:

On the Plan Reviews page, select a review cycle and click a reviewer row in the Reviewers section of the cycle to open the Plan review decision details drawer. In the Comments section on the drawer, agency staff with permissions can enter comments for the review or override decision. For more information about working with reviewer decisions, see Performing Plan Reviews.

Click the Add Comment button to enter a new comment. Plan coordinators and plan reviewers can also update and delete their own reviewer-level comments. Click the comment row on the decision drawer to open the Comment details drawer. Update comments and save or click Delete. System administrators can update and delete comments added by others. You can’t update or delete comments once the plan review cycle or transaction is closed or canceled.

Viewing All Plan Review Comments

On the Plan Reviews page in the application details, click the View Plan Comments button to open the list of comments.

Plan coordinators and plan reviewers can view consolidated comments from the plan review cycles and review decisions on the Plan comments drawer.

The drawer displays the comments entered for an application's plan review by all participants during each review cycle. The comments listed on this page can be searched, sorted, and downloaded.

Applicants and contacts with application access can see the comments marked as Public, but comments marked as Private are only visible to agency staff with permissions. Applicants can't see plan reviewer names.