Comments in a Report

A comment is a message that you can add to a report in CDM to share information with other users.

Comments can be used in reports to communicate about specific information about that item. You can view, add, edit, and delete the comments in reports.

You can view the comments as a list or in a tree view, with replies under the original comments. To toggle between the two views in the Comments tab, click View as List or View as Tree.

• View as List
  Presents all comments listed by date, starting with the oldest comment.
• View as Tree
  Presents all comments in a tree view, in which replies to comments are shown under the original post and slightly indented.

You can also use comments in individual report objects.

Add a Comment to a Report

In CDM, you can create comments in reports to communicate with other users about specific content in the report.

You can add text comments to reports, which can be seen by users that work in that report. Comments are not included in the generated report.

You need permission to view comments in reports. The name of the user who added the comment displays along with the comment. Hover over the comment to see the exact day and date the comment was added.

Tip: To reply to an existing comment, click Reply on the comment posted.

To add a comment to a report:

1. Open the report that you want to work with.
2. In the report tree on the left, right-click the name of the report and select Properties > Manage All Report Properties.
3. Click the Comments tab.
4. Add your comment and then click Add. When a comment is added, CDM creates an audit trail entry for the report. The entry includes details about the user who added the comment.

Edit a Comment in a Report

You can edit comments in reports and maintain an audit trail of modifications that are made to the comments.

Comments are used to communicate with other users about reports in CDM. Users can modify the content of a comment at any time. For example, you can include more information, clarify an existing comment, or fix an error in a comment. Users must have appropriate permission to view comments in the report.

The name of the user who edited the comment appears along with the comment. Hover over the comment to see the exact day and date the comment was edited.

Tip: When a comment is edited, CDM creates an audit trail entry for the report. The entry includes details about the user who edited the comment.

To edit a comment in a report:

1. Open the report that you want to work with.
2. In the report tree, right-click the name of the report and select Properties > Manage All Report Properties.
3. Click the Comments tab.
4. Select the comment that you want to edit.
5. Click the Edit icon.
6. Edit the comment, as needed, and click Save.

Delete a Comment from a Report

You can delete a comment from a report for any reason and maintain an audit trail of deleted comments.

If you no longer need a comment that is associated with a report, you can delete the comment. If the comment has a reply, you can delete both the comment and all replies, or delete the comment only.

When you delete a comment and leave a reply, the reply remains indented. The name of the user who deleted the comment is displayed along with the date and time the comment was deleted. CDM also creates an audit trail entry for the report with details about the user who deleted the comment.

To delete a comment from a report:

1. Open the report that you want to work with.
2. In the report tree, right-click the name of the report and select Properties > Manage All Report Properties.
3. Click the Comments tab.
4. Select the comment that you want to delete.
5. Click the Delete icon. If there are replies associated with the comment, you can choose to delete the comment only, or to delete the comment and its replies.
6. In the confirmation message, click Yes.