7.7 Proposal Structuring - Comments

The Comments data segment allows to capture overall remarks for this stage. Posted comments are displayed at the bottom of the page to enable the user in identifying actions performed in this stage.

Figure 7-8 Comments

Description of "Figure 7-8 Comments"

For field level information refer the below table.

Table 7-2 Comments

Fields	Description
Post	Enter the necessary comments in the text box and click Post. Comment is posted.
Hold	To hold the Facility Review process, click Hold.
Back	To go back to the previous page, click Back.
Save & Close	To save and exit the process, click Save & Close.
Submit	To submit the task for review, click Submit.
Cancel	To exit the process without saving the information, click Cancel.

1. Click Submit.
   The Policy exceptions window is displayed.

   Figure 7-9 Policy Exceptions

   
   

   
   Description of "Figure 7-9 Policy Exceptions"

   
   

   By default, policy exceptions are displayed for both the party and its child party.

2. To view the policy exception detail specific to party or child party, select the party from the drop-down list at top left corner.
3. Click the Checklist data segment.

   Figure 7-10 Checklist

   
   

   
   Description of "Figure 7-10 Checklist"

   
   
4. Select the Outcome as Proceed, if additional information is not required. Otherwise select the Outcome as Additional Info.
5. Click Submit.

   On selecting Proceed and clicking Submit, the system will create the Proposal Review task.