Transaction Comments

Transactions can be configured to support comments. This allows CSRs to add notes or additional details to an activity in OIPA. Security controls whether these comments can be viewed by all users or only the user who added the comment. Security also controls whether a user is able to add comments to an activity.

Scenario

A CSR opens the Activity screen for a policy. The comment icon for one of the activities indicates that comments exist. The CSR clicks the comment icon and reads all comments added for that activity.

A CSR opens the Activity screen for a policy. The comment icon for one of the activities indicates that comments exist. The CSR clicks the comment icon but is only able to see the comments he added. All other comments added by other CSRs are not visible.

Configuration Requirements

Comment Security in Admin Explorer

Transaction Security in Admin Explorer

     
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