Comment Security
Comments are supported at the activity, client, segment, suspense and policy levels in OIPA. Security is applied to each type of comment at several points to provide a granular level of control to the comment functionality.
Each type of comment is listed below, along with the security controls that are in place.
Activity Comments
Comments can be added to activities by clicking the comment icon next to an activity listed on any of the Activity screens in OIPA. The display of the comment icon is controlled by the following security privileges.
From the Company Security level in the Company Pages folder:
- ClientActivity Company Page has an option for ActivityComments. Check this box to display the comment icon next to activites on the Client Activity screen.
- CompanyActivity Company Page has an option for ActivityComments. Check this box to display the comment icon next to activites on the Company Activity screen.
- PlanActivity Company Page has an option for ActivityComments. Check this box to display the comment icon next to activites on the Plan Activity screen.
From the Plan Security level in the Plan Pages folder:
- PolicyActivity Plan Page has an option for ActivityComments. Check this box to display the comment icon next to activites on the Policy Activity screen.
Client Comments
There are three security privileges that must be applied to grant access to client comments. All three privileges reside at the Company Security level in the Company Pages folder.
- Client: Client Comments checkbox. This controls the display of the Add Comment icon on the Secondary menu of the Client screen. You can only add comment information if the ClientComments privilege is also granted.
- ClientActivity: Activity Comments and Client Comments must be checked.
- ClientComments: this provides you with the ability to add, delete, edit and view comments. Make sure the Comment Buttons on this security page have security applied to the Allowed drop down boxes. If a Yes value or a View value is not applied, then you will not be able to do anything with client comments in OIPA.
- ClientCommentsSearch: this controls the display of the Comments link on the Left Navigation menu of the Client screen. It also provides access to the Client Search screen.
Policy Comments
There are three security privileges that must be applied to grant access to policy comments. All three privileges reside at the Plan Security level in the Plan Pages folder.
- Policy: Policy Comments checkbox. This controls the display of the Add Comment icon on the Secondary menu of the Policy screen. You can only add comment information if the PolicyComments privilege is also granted.
- PolicyComments: this provides you with the ability to add, delete, edit and view comments. Make sure the Comment Buttons on this security page have security applied to the Allowed drop down boxes. If a Yes value or a View value is not applied, then you will not be able to do anything with policy comments in OIPA.
- PolicyCommentsSearch: this controls the display of the Comments link on the Left Navigation menu of the Policy screen. It also provides access to the Policy Search screen. You will be able to also view segment comments from segments attached to the policy.
Segment Comments
There are two security privileges that must be applied to grant access to segment comments. All three privileges reside at the Plan Security level in the Plan Pages folder.
- PolicySegment: Policy Comments checkbox. This controls the display of the Add Comment icon on the Secondary menu of the Policy screen. You can only add comment information if the SegmentComments privilege is also granted. Segment Comments checkbox controls the display of the comment icon next to segments on the Segment screen.
- SegmentComments: this provides you with the ability to add, delete, edit and view comments. You must assign at least View privileges from the Comment Button section or the comment icon will not be available on the segment.
Suspense Comments
There are three security privileges that must be applied to grant access to suspense comments. All three privileges reside at the Company Security level in the Company Pages folder.
- SuspenseRecord: Suspense Comments checkbox. This controls the display of the Add Comment icon on the Secondary menu of the Suspense Record screen. You can only add comment information if the SuspenseComments privilege is also granted.
- SuspenseComments: this provides you with the ability to add, delete, edit and view comments. You must assign at least View privileges from the Comment Button section or the comment icon will not be available on the suspense record.
- SuspenseCommentsSearch: this controls the display of the Comments link on the Left Navigation menu of the Suspense screen. It also provides access to the Suspense Search screen.
- Suspense History:the SuspenseComments check box must be selected.
RequirementComments
There are two security privileges that must be applied to grant access to requirement comments. Both privileges reside at the Plan Security level in the Plan Pages folder.
- PolicyRequirement: this page controls the buttons that display on the Policy Requirement screen. You can only add comment information if the RequirementComments privilege is also granted.
- RequirementComments: this page controls a user's ability to add, delete and view requirement comment information. You must assign at least View privileges from the Comment Button section or the comment icon will not be available on the suspense record.
Impairment Comments
There are two security privileges that must be applied to grant access to Impairment comments. Both privileges reside at the Plan Security level in the Plan Pages folder.
- PolicyAssessment: this page controls the buttons that display on the Assessment screen. You can only add comment information if the ImpairmentComments privilege is also granted.
- ImpairmentComments: this page controls a user's ability to add, delete and view Impairment comment information. You must assign at least View privileges from the Comment Button section or the comment icon will not be available on the suspense record.