How can I comment on a process (step)?

Posting, changing and deleting a comment and notifications.

In the Viewer, if permissions are granted by the process designer, it is possible to give reactions and provide feedback to a process. You may have found an error, or it may be unclear what exactly is meant in the current process. Of course, you may also have an improvement suggestion. All these things are valuable to report via leaving a comment at a process or process step.

 

Post a comment

You can leave a comment either on the whole process or on a specific process step. Ensuring that you see the process in front of you and in the window on the far right, click the ‘Comments’ button at the top of this window.

 

Click on the white ‘+ Add Comment’ button. A window will appear where you can leave your comment. If necessary, uncheck ‘Reaction only relates to the step:’ to indicate that it is a reaction to the whole process.

 

For a reaction to a specific process step, simply click on the process step and then the ‘+ Add reaction’ button.

 

Note!

If you are using a general viewer account, don't forget to enter your own name and e-mail address under ‘Sender’.

 

Changing or deleting a reaction

You can edit or delete your own reactions afterwards by pressing the corresponding buttons.

 

Please note!

You can only edit or delete a comment

  • that was created by you;
  • that has not yet been processed, i.e. has the status ‘New’. This can be seen by a blue bar on the left side of the comment;
  • that has not yet been replied to.

 

Notifications

After you post a comment, an immediate email notification is sent to the process designer (and/or other set users) to let them know that a comment has been left. The process designer can ask for more information, accept or reject the comment immediately. You are then notified of this in turn via an e-mail notification.