Field Level Comments

When Reviewers review entity information, instances where detail is deemed invalid or incomplete must be highlighted and brought to the Manager's attention, so that they can be investigated further.

Field Level Comments enable Reviewers to communicate with and alert Managers about fields which may require information updates.

Fields with comments saved against them are highlighted in yellow and a Comment icon displays next to the Edit button, indicating that a comment has been added for the field. Hovering over the icon will reveal any commentary added.

Review Manager contains a number of default Setups. Each Setup is used to steer the review process and communication during each review. A Field level comment-enabled Setup has been added to the list of default Review Setups.

Note

Field level comments are only available for Company Reviews.

Existing Setups

To view a list of existing Setups:

  • Navigate to: Review Manager > Configuration > Setups.
  • Select Open.

The Review Manager - CR - Setup screen displays a list of the default Review Setups.

New Setups

To display new Setups on the Review Manager - CR - Setup screen:

  • On the Review Manager Configuration screen, select the Select Configuration Application link (located at the top of the screen).

The Configuration Application screen displays.

  • In the Company Review section, select the Refresh button.

The existing list of Company Review Setups is refreshed.

A message displays, confirming that the refresh was successful.

On the CR - Setup screen, the new Setup for commenting on a Company Review, Company Review with Commenting Enabled, will be listed.

The new Setup can then be selected by users when initiating a Company Review.

Refer to Field Level Comments: Comment on a Company Review to initiate and comment on a Company Review.