Field Level Comments: Comment on a Company Review

A Review Administrator creates reviews that a Manager can then initiate and assign to a Reviewer. Each role interacts with a comment in a different way.

Reviewer

Reviewers review entity information to confirm its accuracy and completeness. Assigned reviews display in their My Reviews tab and when one is selected, a related review screen displays. It is on this Profile to Review screen that entity information can be reviewed.

To update the information in a specific field:

• Select the related Edit button.

The related Field Comment box displays.

• Enter a comment regarding the type of update required into the field provided.
• Select Save.

The comment is saved against the field.

Comments that are added also display in the Review Pane.

The review is returned to the Manager and they are notified that updates to information may be required.

Manager

Managers confirm that the information entered into Entities is correct and take responsibility for monitoring the review process. A Manager can track the progress of a review and the status of any comments made on their Manager Portal or from their Manager List.

It is the Manager's responsibility to determine the validity of the information provided by the Reviewer. They can update the company record, if required, and then either resolve or close outstanding comments.

To view the list of comments that have been made for a review:

• Navigate to: My Home > Manager List.

The Review Manager - Manager Listing screen displays.

On the Manager Listing screen, any reviewed entity records that have been commented on, will be listed.

• Select the Open (Folder) icon for the required review.

The the Profile to Review screen displays.

All reviewed fields, and any with comments added, are listed.

• Locate the relevant field and select the Comment icon.

The Review Panel for that comment open displays, providing a summary of the comment detail.

Delete or Resolve a Comment

Once notified that a field has been commented on, Managers can Resolve or Delete them once they are entered by selecting the Edit button.

To Delete a comment:

• Navigate back to the required field and select the related Edit button.

The related Field Comment box displays.

• To delete the existing comment, select Delete.

A dialogue box displays, asking you to confirm the action.

Where a Manager (or at times, the Reviewer) is required to research and subsequently update a field, once these actions have taken place, the comment can be considered as resolved. A field that has had its comment resolved will remain listed commented on, but the status of the comment is changed from Open to Closed.

• To resolve the existing comment, select Resolve.

A dialogue box displays, asking you to confirm the action.

Close a comment

To close a comment:

• Navigate to: My Home > My Portal.

The My Portal screen displays.

Fields that have been commented on will display in the My Reminders section.

• Select the Open (Folder) icon against the required entity record to open it.
• Navigate to: Data Library > Review Comments Data Library.

The Review Comments Summary screen displays.

• Select Edit.

The screen updates to make the fields displayed editable.

• in the Summary section, select the Status dropdown menu and select the Closed option.

• Select Save.

The update is saved and the comment's status changes to Closed in the Review Panel.

Review Administrators

Review Administrators have the access, visibility, and tools to manage the overall review process. Administrators can view the number of comments for each of the reviews on the Administrator List screen.

To view the Administrator List:

• Navigate to: Review Manager - Home > Administrator List.
• Select Open.

The Administrator List screen displays.

If comments have been added to a review, a tally will display in the Comments column against the relevant entity listing.