Report-level comments

In the previous sections, we discussed about adding and tracking data-level comments in a report. Inforiver also supports report-level comments, which will be covered in this section.

Data-level comments enable you to add annotations, mention users, assign tasks and perform other collaborative actions that are specific to a data point. Report-level comments, on the other hand, let you perform all the aforementioned actions while providing an overall summary of the report.

1. Add report-level comments

1. Click on Comments dropdown and then Report Level Comments. In the side panel, enter the comments.

Adding report-level comments

1. On clicking Post, the comments get displayed on the side panel. You can edit/delete the comment by clicking on the corresponding icons in the top right.

Report-level comment added

All features of data-level commenting are also supported in report-level commenting, including formatting text, adding hyperlinks, mentioning users, replying to comments, email notifications and assigning tasks to users.

2. Lock/un-lock thread

A report-level comment that has been added can be locked to prevent further editing and replies. Click on the three-dot icon and select Lock Thread.

Lock thread

The comment thread is locked and greyed out as below:

Locked comment thread

To unlock a thread, click on the 'Unlock' icon highlighted below, so that users can reply to and edit the thread.

Unlock thread

3. Resolve/re-open thread

1. When a task is assigned, it's status is 'Open'.

Assigning a task

1. To change the task status, click on the three dots and select Resolve thread.

Resolve thread

1. The thread is marked as resolved.

Task set to 'Resolved'

1. Resolved tasks can be reopened if required, by clicking on the 'Undo' icon. Alternatively, replying to any resolved thread will automatically re-open it.

Re-open thread

4. Sort/track tasks

If you want to quickly navigate through a long comment thread with multiple replies, use the 'Sort by' option to sort them from newest to oldest or vice versa.

Sort and track tasks