Comments Management

How to Manage Comments

Create a comment

For every analytical document (KPI Dashboard, detail report, ...) it's possible for the user to insert a comment clicking on the annotation icon.

The form "Notes list" is showed, the user writes a comment, chooses Public or Private type then click on "Save" button and click on "OK" button in "status" form.

The user comes back to the kpi dashboard, click on "Refresh document execution" and highlights the presence of the comment.
The comment is created and is changed.
If the user click on and then click on the comment previously inserted is showed.

Share a comment

Another user can visualize public comments and add a new comment.
The user click on that highlights the presence of a comment.
The detail document is visualized. The user click on , the public comments previously inserted are showed.
The user click on "Insert notes" icon. The form "Notes list" is showed, the user writes a comment, chooses Public or Private type then click on "Save" button and click on "OK" button in "status" form.

Modify a comment

The user click on "Detail" icon from the list. The form "Notes list" is showed, the user udpates a comment, then click on "Save" button. Then click on "OK" button in "status" form.
Click on "Back to list" button the list of all user's comments is visualized. The list contains details as follows: Owner, Creation date , Last modification date; Description.
If the user click on and then click on the comment previously updated is showed.

Delete a comment

The form "Notes list" shows the list of owners and comments. The "Delete" icon highlights only the comment belonged to the owner. Click on "Delete" icon the comment is deleted.

Export comment

From the list of comments previously inserted the user click on "Export Pdf" or "Export RTF" icon.
The export file is created into a directory chooses by the user. The report contains details as follows: Owner; creation date, last modificatin date; description.