Summary

Comments can be attached to assessments to track any notes about the assessment including phone conversations, complaints, and requests. Comments are added to SA assessments in the Assessment Maintenance window (SA> Maintenance> Assessment> Open an assessment> Comments tab).

Step by Step

1     View the existing comment codes.

• Open the Comment Code Maintenance window (SA> Maintenance> Comment Code).
• The data grid will display all of the comment codes that have been created in the application. Select a comment code in the data grid and the information attached to that comment code will populate in the Edit section to the right.
• Select a comment code and click DELETE to delete the comment code.
  • You cannot delete a comment code that is attached to an assessment.
• Click the Create Comment Code button to create a new comment code. This will create a new line item in the data gird and the Create section will be enabled to enter the comment code information.

2     Create or modify a comment code.

• The Code field is used to identify a unique comment code. The comment code can be up to 20 characters long.
  • Once a comment code has been created it cannot be changed.
• The Description field is used to enter a description on the comment code. This optional field can be up to 60 characters long.
• Click the Save button to save the comment code.