Changes

 Revision Annotations is a feature that allows users to add or view annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked.

The first step in configuring the Field Revision Annotation is You can then go to create an Annotation Type a UTA and permission it configure [[UTA role|UTA Role]] based on Rolespermissions against individual UTA Statuses to control who can view and edit the annotations, and who can modify fields in annotation mode.

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 to control who can use the specific type. * Click on the '''Configuration''' menu, then select the '''[[Roles & Permissions]]Global Settings''' option  option and then click on the '''Annotation PermissionsTypes''' link  link within the [[Manager Permissions]] sectionSystem section.

* To edit an existing Annotation Type click on the Annotation Type line on the left panel. * To create a new Annotation Type complete the role based permissions listed under the '''New Annotation Type''' section, including the Role Permission settings: :*:* 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

 Edit the individual UTA Statuses to control who can view and edit the annotations, and who can modify fields in annotation mode.

:*:* '''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 

To use Once Annotation a has been switched on the user must first switch can add, edit or view the annotations, depending on this functionality against the individual recordStatus based permissions.

Once Annotation has been switched on the The user can add, may also be able to edit or view the annotationsactual field value when it is locked, depending on the Status based permissions.

 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.

If you click on this button, or if you have '''Open Record in Annotation Mode''' permissions, then you will automatically access the record with annotation switched on. The Turn Off Annotation button will be displayed along the top of the screen.

If the user has View Annotation or View and Create Annotation permissions, then they would automatically see the Annotations tab along the right hand side of the screen. If they clicked on this then it would expand to show any Annotations created.  The Standard or Custom field that the Annotation exists against appears at the top of the individual Annotation within the overall Annotation tab, while the message, the person who entered the message and the date it was entered also appears.

Turning on Annotation also exposes a series of Edit, View or Modify options against individual Standard and Custom fields, as well as highlighting those fields with existing annotations.

If they click on this '''New Annotation''' or '''Reply''' button then they should be presented with the New Annotation screen.

They can select the Annotation Type, with the list of available Annotation Types controlled by the Role Permission settings for the individual types.

If They would still automatically see the user has View but not View and Create Annotation permissions then they will not be able to access Annotations tab along the '''New Annotation''' or '''Reply''' buttons against individual fieldsright hand side of the screen.

They If they clicked on this then it would still automatically see the expand to show any Annotations tab along the right hand side of the screencreated.

If they clicked on this then it would expand to show any Annotations created.  If the user then clicks on one of the Annotations listed then the Annotation is exposed against the relevant field, but still with no Reply or Modify option.

====Edit Field====The Edit fields Annotation functionality is only relevant when the record is [[Status Lock|locked on status]] and the user has '''View Annotation Roles''' set.

If the user clicks on the '''New Annotations''' or '''Reply/Modify''' button then they will see a Field Value option in the New Annotation screen.

If they edit the Field Value and click Save then the value stored against the field will be updated accordingly.

The Revision History feature will list the full annotation history in one place. The history is updated each time when changes are submitted through the Annotation submit button.  The history will show both when the field is edited and when the record is submitted.

The Revision History section is available by clicking on the Options section at the top of the UTA record, then clicking on the resulting Revision History section.