Add or Edit a Comment

By adding predefined comments, users create a library of comments that can be added to a case at any point. A well built library of comments gives users a great deal of flexibility when creating new cases.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

1. From the home page, click Permitting and click Predefined Comments.
2. On the Notes/Comments panel, click Add record.

3. On the Add General Comment panel, enter a 10-character (maximum) code in the Code field.
4. In the General Comment field, enter the text of the comment.
5. Click Add or Add and New to add the comment and create another one.

6. To edit an existing comment, select the comment from the Notes/Comments panel.

TIP: You can filter the list of records displayed. See Filter Records for more information.

NOTE: Multiple comments can't be edited at once if some are active and some are inactive.

The comment automatically loads in the General Comments panel.

7. Make any changes you want to the record on the General Comments panel.

NOTE: The Review Config panel provides visibility of where a selected data item (such as a case type, user, status code, or other Trimble Unity Permit item) is being used. See Review Permit Configurations for more information.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.