This article explains how users can add comments and provide feedback, with guidance on how these actions vary depending on their permissions.
This article includes the following topics:
- Adding Comments
- Viewing Archived Comments
1. Adding Comments |
Here are some example scenarios where adding comments and feedback may be relevant, based on different permission levels. Expand the tabs to view the specific capabilities for each role:
- As a Viewer in Holocentric Connect, I can leave a comment on a process. It will be up to the Process Stakeholders to inform me of the outcome of my feedback.
- As a Process Stakeholder (Owner, Reviewer, Approver, Accountable), I can see comments left on draft and published processes I am responsible for. I can leave a comment seeking clarification and know one of my colleagues also working on the process will be able to read and respond via a reply.
- As an Administrator, I can view all open comments throughout my model. For items with open comments that have been unresolved, I can identify the item Owner to alert them.
Each tab provides more details to help you understand how the comment and feedback system is used across different roles and permissions.
1. Click on the Comment button in the upper right-hand corner of the screen
2. Add your comments to the item then click Save
3. A prompt will appear confirming your comment has been sent to Editors and Stakeholders for review. Press OK.
As a stakeholder, navigate to Manage Changes and click on an item to view comments or search for the item from the list.
1. Click the Comment button to view all comments.
*Image is for illustrative purposes only. Menu bar options vary based on your permissions or organisation's subscription .
2. You can take any of the following actions by clicking through the tabs below:
How to add a note to a comment
A Stakeholder can add a note on the Viewer's comments. This will not be seen by the Viewer but can be used by the Editors / Stakeholders to record any actions taken to address the feedback provided.
1. Click the Add Note button.
2. Add your comment in the window that appears.
3. Your note will be visible to other stakeholders and editors.
How to add a new comment
Create a new comment to provide feedback or share relevant information.
1. Click the New Comment button at the bottom of the screen.
2. Add your comment in the window that appears.
3. A prompt will appear confirming your comment has been sent to Editors and Stakeholders for review. Press OK.
How to reply to a comment
Reply to a comment or discussion initiated by Stakeholder or Administrator.
1. Click the Reply button.
2. Add your comment in the window that appears.
3. The reply will be visible to other stakeholders, editors, and administrators.
How to Resolve a Comment
Mark a comment as resolved to indicate that the comment has been addressed or acknowledged.
1. Click the Mark as Done button.
2. Resolved comments will move to the Done tab, where you can Reopen or Delete them if required.
How to Delete a Comment
Remove a comment from the discussion. However, Editors and Stakeholders can only do the following actions:
- Delete their OWN comments
- Can Delete Viewer comments
Editors/Stakeholders CANNOT delete other Editors/Stakeholders comments
To delete a comment, click the ellipsis and select Delete.
As an Administrator, you can view all comments under Manage Changes > Comments.
Click on the comment to view it in the context of the item.
2. Viewing Archived Comments |
1. To view comments from previous publishing cycles, go to the Version tab of the item.
2. Scroll down to the version history and click View Change Details.
3. The Change Details window shows the date and time of the last edit, approval, and publication, along with all resolved comments for reference.