Smartstaff
2,273
edits
Changes
m
<![[File:2024-07- (Insert Image: Show picture of X to close) ticket-144147->11.png|thumb|none|800px| Click the close icon to exit '''Annotation Mode'''.]]
→How Annotations Work
The reviewer hovers over and left-clicks the desired field to open a new annotation window. Here, they enter a message asking the applicant to change or clarify something related to this field, and then the reviewer saves the annotation.
[[File:2024-07-ticket-144147-4.png|thumb|none|800px| Left-click the desired field to create a new annotation. Enter the relevant content into the '''<strong>Message''' </strong> field and click '''<strong>Save'''</strong>.]]
This process is repeated for all fields requiring changes or clarifications.
Once all annotations are added, the reviewer clicks the annotation submission button to send the record back to the applicant.
[[File:2024-07-ticket-144147-6.png|thumb|none|800px| A list of annotations appears in a right-hand panel.]]
When focused on an annotation, the applicant can click the '''Reply''' button to open a modal window, where they can modify the field value and add a clarifying message.
[[File:2024-07-ticket-144147-7.png|thumb|none|800px|Click on a specific annotation thread to expand it. Click the '''<strong>Reply''' </strong> button to respond to the annotation.]]
Annotations from other users (such as the reviewer) are highlighted in yellow, indicating they may require a response, while annotations you create (as an applicant) are highlighted in blue.
[[File:2024-07-ticket-144147-8.png|thumb|none|800px| Your own annotations appear in blue while annotations made by other users appear in yellow.]]
The reviewer evaluates the changes and the applicant's replies. If no further changes or clarifications are needed, the reviewer marks each field-level annotation as resolved.
[[File:2024-07-ticket-144147-9.png|thumb|none|800px| Click the '''<strong>Mark as Resolved''' </strong> button to close an annotation thread.]]
Resolved annotations are indicated with a green check mark, showing no further action is required.
[[File:2024-07-ticket-144147-10.png|thumb|none|800px| Resolved annotations appear at the bottom of the annotation list with green coloring and a checkmark.]]
Users can exit annotation mode by clicking the close icon (“X”) in the gray box. This may be necessary to access the left navigation or other record-related elements not visible in annotation mode. To re-enter annotation mode, click the "annotation mode" toggle located in the high availability area at the top right of the record.
<!-- (Insert Image: Show picture of annotation mode toggle) -->
