Working with Comments

This topic discusses how to use comments. Agency staff can view, modify, and add comments on the Comments page for a transaction, parcel, contractor license, case, or incident.

Applicants and contacts with application access can view and add comments to their own applications as well as update and delete the comments they added themselves. See the section "Security Details for Working with Comments" for information about setting up security for agency staff, applicants, and application contacts to manage comments. For more information about working with permit and planning application comments using the Redwood Experience interface, see Working with Comments.

Security Details for Working with Comments

This section describes important security roles, requirements, or considerations specific to working with comments.

Parcels

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Parcel Comments Inquiry	Allows users to view parcel comments.	PSC Property Setup Administration PSC Agency Staff PSC Property Setup Inquiry
PSC Manage Parcel Comments added by self	Allows users to add, update and delete parcel comments added by themselves.	PSC Property Setup Administration PSC Agency Staff
PSC Manage Parcel Comments added by self and others	Allows users to add, update and delete parcel comments added by themselves and others.	PSC Property Setup Administration

Note:

Before application contacts can manage comments, your agency must add the PSC Contact User duty role (ORA_PSC_CONTACT_USER_DUTY) to the PSC Custom Registered Public User role (CUSTOM_PSC_REGISTERED_PUBLIC_USER) and enable application access for the contact type.

For more information on creating roles for Oracle Permitting and Licensing, see Creating Custom Roles for Oracle Permitting and Licensing.

For more information on all the predefined security data such as abstract roles, job roles, privileges and so on, see the Security Reference for Oracle Permitting and Licensing.

Adding Comments

You view, modify, and add new comments on the Comments page. Three categories of comments are available for use:

• Favorite comments: Mark comments you use regularly as your favorite and access them easily on the Favorite comments tab

• Standard comments: Select and post a comment from a list of pre-defined comments on the Standard comments tab.

• Recent comments: Select and post comments from a list of recently posted comments on the Recent comments tab.

Viewing and Modifying Comments

1. Access the detail page for the transaction, parcel, contractor license, case, or incident you are working with.

2. Click the Comments link in the left panel to view the Comments page.

   You view a list of comments in the right panel.

3. You can modify, delete, or hide a comment from public view only if it was entered by you. Click the specific comment row to open the detail view and make changes.

   Note:

   Only authorized agency users can view, add or delete the comments for a parcel. Parcel comments are not displayed for public users.

4. Click Save.

Adding a New Comment

1. Access the detail page for the transaction, parcel, contractor license, case, or incident you are working with.

2. Click the Comments link in the left panel to view the Comments page.

3. Click the Add Comment button to open the Add comment page or drawer and enter a new comment.

   Turn on the Private switch, to keep a comment private and hidden from public view. You can also toggle between hide and show.

   Note:

   Only authorized agency users can add comments for a parcel. Parcel comments are not displayed for public users. Hence, the Hide from Public icon on the Add Comment page for parcels is locked and cannot be toggled.

   You can use the Rich Text Editor option for formatting your comment with tools such as the numbered list. The Link button allows you to embed a URL to display the text you enter. See Managing Comments to enable the option of Rich Text Editor formatting.

4. Click Save to post the comment and return to the Comments page.

Adding Favorite, Standard, and Recent Comments

1. You can post a comment that is already available in the system.

   On the Add Comment page, click the Select Comments button to view the three categories of comments:

   From the Select Comments section, on the Add comment page or drawer, view the three categories of comments:

   • Favorite: Comments that you have marked as favorite.

   • Standard: All the predefined comments available.

   • Recent: Comments that were recently posted.

2. Select a comment and click the Insert button to post the comment.

Note:

If you want to mark a standard comment as your favorite, click the * (asterisk) button on the comment row. The Favorite tab will add the comment to its list.

Your agency administrator decides the duration for which a comment can be called Recent. The duration can be set up on the Managing Comments page.