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Manage Additional Comments

In addition to the comments list editor within the worksheet, admin users can create and manage personalized statements, or comments, in the Additional comments section of the Admin Tools. Using this page, you can quickly share or remove access to comment lists across reading groups, group comments under searchable headers, and reorder or update comment lists. 

Create and Manage Additional Comments 

Admins can create and edit Additional Comments for each of the worksheets' Additional Comment fields. Access to comments is granted at the reading group level. To create or manage Additional Comments in the Admin Tools, select a Study type and Reading group to filter for the desired list(s). You can add additional filters by selecting a Protocol or Comment type. If comments exist for the selected filters, you will now see them listed.

To edit an existing comment:
  1. Click on the desired comment to select it, and begin typing.  
  2. When you are finished editing, click Save at the top of the screen.
To create a new comment:
  1. Enter the comment text in the field and click Add. The comment appears in the list.
  2. When you are finished editing, click Save at the top of the page.
Once created, this comment will only be available for studies assigned to this reading group. If you would like to give other reading groups access to existing comments, you can use batch actions to Add access.

To add access to comments for a reading group:
  1. Select the desired comment, or group of comments, and click Add access in the batch actions menu. An Add access window opens.
  2. In the window, drag-and-drop the desired reading group(s) between the Add access for the following reading groups and Available reading groups lists. You can also select reading groups and use the arrows to move them between the two lists. 
  3. When you are finished editing, click the Add access button. The window closes.
  4. When you are finished editing, click Save at the top of the page.
To remove access to comments for a reading group:
  1. Select the desired comment, or group of comments, and click Remove access in the batch actions menu. A Remove access window opens.
  2. In the window, drag-and-drop the desired reading group(s) between the Remove access for the following reading groups and Available reading groups lists. You can also select reading groups and use the arrows to move them between the two lists. 
  3. When you are finished editing, click the Remove access button. The window closes.
  4. When you are finished editing, click Save at the top of the page.
To delete comments:
  1. Select the desired comment(s), and select Delete in the batch actions menu. A window opens.
  2. In the Confirm items deletion window, select OK.
  3. When you are finished editing, click Save at the top of the page.
Info
Deleting a comment in the Admin Tools will also remove it from all other reading groups with access to it. If you would like to remove a comment for some (but not all) reading groups, see Remove access in the section above.

Manage User Permissions

If desired, admins can also choose to revoke the Create additional comments permission for non-admin users in their account. This permission can be managed in the Admin Tools. To learn more about user permissions, see User Types and Permissions.

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