Create, edit, and delete standard comment groups

The only information you need to create a comment group is a comment group name. You can add comment types and comments to the group later. When you assign a comment group to a record type, inspection, workflow, or checklist, users can choose from the comments associated to the comment group to populate their form.

To create a comment group

1. From the Administration menu, select Agency profile > Standard comments.

2. Select New.

   

3. Enter a name in the Comment group field.

4. Select Submit.

After you have created a comment group, you can return to that comment group to assign that comment group to the appropriate places they will display.

To edit a comment group

1. From the Administration menu, select Agency profile > Standard comments.

2. Either

   • Scroll to the comment group to edit,

     OR

   • Select Search and enter criteria for the comment group to edit.

3. Select the name of the comment group you want to edit.

4. You can now make changes to the comment group. See Assign a comment group and Associate tabs for standard comment group for more information.

You cannot delete a comment group if you assign it to a record type, inspection, workflow, or checklist. You must first delete the relationship between the comment group and the type and then delete the comment group.

To delete a comment group

1. From the Administration menu, select Agency profile > Standard comments.

2. Delete any comment types associated to the comment group. For instructions, see Create and delete standard comment types.

3. In the Comment group maintenance section of the page, select the check box next to the comment group you want to delete.

4. Select Delete.