Comment / Request Comments on Processes

To comment on a process, the process does not need to be in your court. That means you can add a comment any time, even when the process step is closed. Both actors and non-actors have the ability to comment on a process step.

To add a comment

  1. Open the Process Instance page.
  2. Click the Comments tab.
  3. Click Comment.

    4. The Add Comment dialog box displays.

  4. Enter your comment in the Comment box.
  5. Depending on your account settings, you can optionally attach documents, process, forms, or viewpoints to the process.
  6. Click Add Comment.

Only actors on the step can request comments. Comments can be requested from internal e-Builder users or external project participants who may not have access to the project via e-Builder.

  1. Open the Process Instance page.
  2. Click the Comments tab. For detailed information about the fields located on this page, see below.
  3. Complete all required fields.

    4. When adding external participants to the message, use your keyboard to auto-fill the desired email addresses. Begin typing the recipient's name or email address then use the arrows to highlight the email of choice, and then click Tab to make the selection.

  4. Click Request Comment.

Below are descriptions of the fields and buttons located on this page:

  • Request Comment: Click this button after all fields have been completed and you are ready to send the request for comment.
  • Cancel: Cancels the comment request and close this window. All data will be lost.
  • Select from Users on Project: Select the users you wish to request a comment from, and then click the right arrow to add them to the adjacent box.
  • All Users:Use this drop-down section to narrow down the list of users by user role.
  • Enter External Users Email: You have the ability to request comments from external project participants who may not have e-Builder access. Enter their e-mail addresses (one per line) in this box. If these participants are saved in the project's contact list, you can click Lookup to search for them or begin typing the recipient's name or email address to use the auto-fill feature.

    Use your keyboard to input this field. Start typing the recipient's name or email address then use the arrows to highlight the email of choice, and then click Tab to make a selection.

  • Allow external users to attach files? Select this check box to allow external users to attach files with their comment. When selected, you are prompted to select a folder that recipient's files will be loaded into.
  • Respond By:  Enter a date by which recipients should respond by. Click the Calendar icon to select a date from the calendar.
  • Message: Enter a message to accompany the request for comments.
  • Private: If this option is available to you, select or clear the Private check box to make your comment either private or public.

    • The Private Comments feature can be enabled by account administrators. This feature allows only users in select roles to view and add private comments. For more information, see Manage Private Comments.