Smartstaff
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# 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.
==Setting up Statuses for Annotations==
Status are used to control what happens at different stages of a process such as bringing the user directly into annotation mode and notifying a user that they need to change values on their application. To achieve the above scenario, we are using many statuses within our desired universal tracking application.
Statuses are created by going to the desired '''Universal Tracking Application''' > '''Configuration Settings''' > Select the desired tab (such as “Level 1 Grant”) > '''Statuses''' > Click the '''New Status''' button (represented by a plus sign). Enter the desired information and define the availability, permissions, and then click '''Save'''.
Below is an explanation of each status and how it was configured:
[[Category:Annotations]]