Smartstaff
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textBelow is an explanation of how a '''Global Administrator''' could configure the annotations feature to work as described in the scenario above. ====User Roles====You will need two roles: a role for the applicant and a role for the person doing the reviewing. Depending on your business process, you may already have two roles you can use or you may wish to create two new roles. If you are creating new roles, you may create these as system or UTA (association) roles depending upon your business process. To create new roles, navigate to the '''Menu Icon''' > '''Roles and Security''' > '''User Roles''' > Click the '''New Role''' button (represented by a plus sign). Typically roles created would be called “Applicant” and “Reviewer” or “Internal Staff”. ==Annotation Types==Annotation types determine who can make annotations and when. Usually, there are two annotation types: one for the applicant and another for an internal staff member or designated reviewer. ===Creating a "Reviewer" Annotation Type===# Navigate to Menu Icon > Global Settings > System tab > Annotation Types.# Click the New Type button (represented by a plus sign).# Create an annotation type with the name and caption of either “Reviewer Annotation” or “Staff Annotation” depending on your process and preferred terminology.# Enter a description that states the purpose of this annotation type. For example, you could enter “Used to create field-level annotations by reviewers requesting changes from the applicant”.# Navigate to the Permissions & Availability tab.# For the Allow View field, select both the applicant and reviewer roles. This way both Applicants and reviewers will be able to see both types of annotations on a record.# For the Allow Create field, select just the reviewer role. So only a reviewer can create the reviewer type of annotation. ===Create an "Applicant" Annotation Type===# Navigate to '''Menu Icon''' > '''Global Settings''' > '''System''' tab > '''Annotation Types'''.# Click the '''New Type''' button (looks like a plus sign).# Create a type with the name and caption of “Applicant Annotation”.# Enter a description the states the purpose of this annotation type. For example, you could enter “Used to create field-level annotations by the applicant, responding to change requests from a reviewer”.# Navigate to the '''Permissions & Availability''' tab.# For the '''Allow View''' field, select both the applicant and reviewer roles. This way both applicants and reviewers will be able to see both types of annotations on a record.# For the '''Allow Create''' field, select just the applicant role. So only an applicant can create the applicant type of annotation.
→Configuration
=Configuration=
[[Category:Annotations]]