Comment settings
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Reporting & Writeback Matrix Docs
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Inforiver provides a number of settings such as private and public commentary access, access to lock/unlock threads, an option to enable/disable notifications, and more. Periodic commentary digest can also be configured using Comment settings.
Click on Settings in the Comments dropdown.
The Comments Settings side pane has 3 tabs: General, Digest, and Permissions. Let's take a detailed look at these tabs.
By default, comments are enabled. To disable commenting in a report, uncheck the highlighted checkbox and click Save.
You will not be able to add comments if this checkbox is not selected.
To open the comments panel, by default on opening the report, check the highlighted checkbox.
When you add a comment, you can emphasize it by clicking the star symbol.
You can highlight starred comments by checking the Show starred comments on load option.
When this option is unchecked, starred comments will look like regular comments. You will need to open the comment to identify starred comments.
Change the indicator type to letters, numbers, arrows, or custom symbols.
Customize the size of the markers.
Change the position of the marker in a cell to left or right-aligned.
Uncheck the highlighted checkbox to turn off email notifications for new replies or mentions.
The report name that is shown in email notifications can be changed as shown below.
1.7. Delete comments
To delete all the comments in the report, click on Delete all comments.
Changes made in the settings panel can be restored to default settings using the Reset all settings option.
Users can schedule periodic commentary digests to quickly analyze the conversations, tasks, and exceptions. Scheduling these digests is out-of-the-box with flexible frequency options and does not require the involvement of IT.
Click Setup comment digest from the Digest tab of the Comments Settings side panel.
Settings for comments digest.
The available options are -
Start and end date - Can be selected using the date picker
Schedule time - Time and time zone can be set
Frequency - Daily, weekly, and monthly digests can be scheduled
Recipients - Email addresses of recipients
Distribution Lists can also be added as recipients.
A sample comment digest is shown below.
By default, all users within the domain can add comments, lock/unlock threads, and create starred comments. To provide access only to specific users within the domain, select the Specific users option. A new field gets enabled where you can add the users.
Commentary access: Specify the users who have permission to add comments to the report.
Lock/unlock threads: Specify the users who can lock and unlock comment threads.
Starred comments: Specify the users who can create starred comments.
In the next section, we'll look at data writeback.
