Annotations
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      1. Consultation Manager Helpdesk
      2. Tools & Features
      3. Annotations

      Adding Annotations

      You can annotate your Stakeholders' statements and assign Issues and a Sentiment to individual comments.

      Required Minimum System Role: Standard User

      Required Minimum Team Role: Contributor

      Annotations allow Users to provide feedback, ask a question or leave a note.

      NOTE: Annotations can only be added to Events which have Stakeholder Comments. The Annotations tab will be inactive until Stakeholder Comments are added to the Event.

      Adding Annotations is simple. First, open an Event in the Workspace and navigate to the Annotations tab on the right hand side.

      Within the Annotations tab, highlight the text you wish to annotate, right click on it and click "Create Annotation".

      A new pop-up will appear in which you can enter the details of your Annotation.

      You can link the Annotation to a specific Stakeholder from the Event, attribute specific Issues and a Sentiment, along with adding notes.

      • Associated Stakeholders: This dropdown shows a list of Stakeholders linked to the source Event. You can select the Stakeholder who made the specific comment to ensure accurate attribution.
      • Comments: Enter your detailed commentary on the Stakeholder's comments here.
      • Issue: Here, you can select the Issues which are relevant to this specific comment.
      • Include in Event Issue List: Check this box if you want to add these Issues to the main Event.
      • Sentiment: This field allows you to specify an attitude for the comment.

      Once all details are complete, click Create. Your Annotation will appear in the right hand panel.