Using Comments in Requests

Created by Fatima Mourad, Modified on Thu, 25 Jan at 12:21 PM by Fatima Mourad

Field-level comments and rejection notes add specificity to the contribution, review, and approval request workflow.

For each metric field in a request, participants can add a comment inquiring about or explaining a value.

Reviewers and approvers can reject a specific field and add a rejection note explaining why the value was rejected. If a field is rejected by a reviewer or approver the entire request must be rejected and sent back to the contributor for further edits.

NOTE:

A request cannot be approved and finalized until all rejected fields are resolved - that is, until all the field-level rejection comments are resolved.

Add a Comment - Contributors

To add a field-level comment in a request, click the Comment button atop the field. The Comments panel opens automatically.

Enter a comment in the designated text box in the Comments panel and click the Comment panel. Request participants can view and reply to your comments in the Comments panel. Replying to a comment triggers an e-mail to the initial poster and other users who have participated in the comment thread.

NOTE:

At this time, you cannot "@" mention other users; e-mails are only triggered to active participants in the comments thread. If you are the initial participant commenting in a thread, other participants in the request can access your comments at any stage of the data request.

Click the Resolve button to conclude a conversation or thread in the Comments panel. To view a resolved comment or thread, click the Show resolved comments checkbox.

Add a Rejection Note - Reviewers and Approvers

Participants in a reviewer or an approver role can reject a field entry by adding a rejection comment for the contributors.

To reject a value with a comment, click the Request button atop the metric field. The Comments panel opens automatically.

Enter a rejection note in the designated in the designated text box and click the Reject button. Rejection notes are mandatory when rejecting a field value.

If at least one metric field is rejected by either a reviewer or an approver during the review or approval process, the entire request is rejected and sent back to the contributor for correction. Once corrected, the reviewer or approver must Resolve the rejection comment to approve and finalize a request.