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{{UnderConstructionAnnotation Mode}}  __notoc__ ==Feature Overview== Revision Annotations is feature that allows you to add annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked.  Flexible Status based security allows you to configure role-based permissions to allow different users the ability to view or add annotations to fields while others the ability to edit the field value. ==Illustrated==[[ImageCategory:Annotation_2.png|link=|500px]][[Image:Spacer.png|link=]] [[Image:Annotation_1a.png|link=|700px]]  ''Image 1. the Annotation Tab illustrated (above).''<br />''Image 2. Example annotations displayed on the Annotation Tab (above)''<br /> ==Configuring Field Revision Annotations== The first step in configuring the Field Revision Annotation is to create an Annotation Type and permission it based on Roles. You can then go to a UTA and configure [[UTA role|UTA Role]] based permissions against individual UTA Statuses to control who can view and edit the annotations, and who can modify fields in annotation mode.  ===Creating an Annotation Type=== To use the Field Revision Annotation feature, an Annotation Type needs to be created. The Annotation Type also allows users to define role based permissions. * Click on the '''Configuration''' menu, then select the '''[[Roles & Permissions]]''' option.* The '''Annotation Type''' page is displayed.* To edit an existing Annotation Type click on the Annotation Type line on the left panel. * To create a new Annotation Type complete the field options listed under the '''New Annotation Type''' section. . . ::* View & Create: define those roles that can both view and create this Annotation type::* View only: define those roles that are only able to view this Annotation type * Click '''Save'''. ===Configure Role based permissions against individual UTA Statuses=== Edit the individual UTA Statuses to control who can view and edit the annotations, and who can modify fields in annotation mode.  * From the related UTA, click on the '''Settings''' icon.* Navigate to Level 1, 2, or 3 tab, and click on the '''Statuses''' hyperlink.* Create a new status (click on the '''+ New Status''' icon) or edit an existing status (click on the edit status icon).* Go to Permissions & Availability section.* The following fields are related to Revision Annotations:::* '''View Annotation Role''' - those [[UTA role|UTA Roles]] that can view annotations at the particular status::* '''View and Create Annotation Roles''' - those [[UTA role|UTA Roles]] that can view and edit annotations at the particular status::* '''Edit Field in Annotation Mode Roles''' - those [[UTA role|UTA Roles]] that can edit the actual field value when it is locked ::* '''Open Record in Annotation Mode''' - those [[UTA role|UTA Roles]] that will be able to access the entity in Annotation Mode, without the need to explicitly turn annotation on ==Using Field Annotations== To use Annotation a user must first switch on this functionality against the individual record.  Once Annotation has been switched on the user can add, edit or view the annotations, depending on the Status based permissions.  The user may also be able to edit the actual field value when it is locked, depending on the Status based permissions.   ===Switch on Annotation=== If you have do not have the '''Open Record in Annotation Mode''' permissions but have View or View and Create permission, then when you first access the record you will see a Turn On Annotation button along the top of the screen.  [[Image:TurnOnAnnotation.png]] If you click on this button, or if you have '''Open Record in Annotation Mode''' permissions then when you first access the record you will see a Turn Off Annotation button along the top of the screen.  [[Image:TurnOffAnnotation.png]]    [[Category:Under Construction]]