Changes

Jump to: navigation, search

Template:Annotation Mode

49 bytes added, 8 July
m
Creating a "Reviewer" Annotation Type
===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 applicants and reviewers will be able to see both types of annotations on a record.# For the '''Allow Create ''' field, only select just the reviewer role. So so only a reviewer can create the reviewer "Reviewer" type of annotation.
===Create an "Applicant" Annotation Type===
Smartstaff
2,273
edits

Navigation menu