View, create, edit, or delete comment types.
Before you begin
Requires an account with the Administrator role
About this task
Comments are added to statements when reviewing or completing content. A comment can be added for various reasons, such as suggesting changes, identifying missing information, or simply making notes of an observation.
When a comment is added, the user must select a comment type. The comment type indicates whether or not a work flow is started. If the comment type has a defined list of roles to be notified, then the recipients receive an email when a completion comment is made.
Procedure
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On the menu bar, click the gear icon > Comment types.
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Click Add new comment type to create new comment type or click an existing comment type to edit.
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Complete the required fields.
Comment type fields
Field
Description
Name
Text the user sees when selecting a comment type.
Description
Text appears when you hover over a comment type; it explains the comment type.
Applies to Review
Select this check box for the comment type to be used when reviewing content.
Applies to Completion
Select this check box for the comment type to be used when completing content.
Completion Workflow
When the Applies to Completion check box is selected, the workflow option appears. Select a completion workflow to be started when a comment of this type is created. You can select None so that no workflow is started.
Roles to notify
When the Applies to Completion check box is selected, the Roles to notify field appears. This field defines a list of roles of roles who will get an email notification when a completion comment is made.
In action menu
Select this check box for the comment type to be displayed in the action menu.
Labels
Headings the user sees on fields in which they must provide additional explanation or details for their comment.
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Click Save.
Results
The changes are saved.