Critical Comments

The Critical Comments page allows you to manage a case's critical comments. These are brief messages that should be seen by anyone visiting the case file, generally warnings about some aspect of the case or other urgent alerts. They pop up whenever a user opens the case and will not permit the user to enter the case without first clicking on the "Acknowledge" button.

The Structure of This Page

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1. Add Comment button. Used to add critical comments to the case file.

2. Critical Comments table. Contains the critical comments and allows various actions to be performed on them.

Critical Comments Table

The Critical Comments table is the main part of the Critical Comments page. Each row of the table represents an individual critical comment. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.

Columns in the Table

The Critical Comments table contains the following columns:

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1. Critical Comment selection: Use to select one or more critical comments.

2. Date/Time: The date and time the critical comment was created. This information is automatically added at the creation of the critical comment and cannot be changed.

3. Active: Whether the critical comment appears when a user opens the case file.

4. Do Not Show After Date: The date after which the critical comment will no longer be shown (i.e., will no longer be Active), if one is entered.

5. Comment: The text of the critical comment itself.

6. Staff: The staff member who created the critical comment. This information is automatically added at the creation of the critical comment and cannot be changed.

7. Actions: An action icon, allowing you to Edit, Delete or Deactivate the Critical Comment.

Editing a Critical Comment

To edit a critical comment:

1. Click the Actions icon, then click on Edit, in the Action column of the row representing the critical comment you wish to edit. Alternatively, right click anywhere in the row of the critical comment you wish to edit, and select Edit. This will bring up an Add/Edit panel for critical comments, with the existing information filled in.

• Fill the fields in with your desired information. See The Add/Edit Critical Comment Panel for details about the fields.

1. Click Save to save the changes and close the panel.

• If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting a Critical Comment

To delete a critical comment:

1. Click the Actions icon, then click on Delete, in the Action column of the row representing the critical comment you wish to delete. This will bring up a confirmation message (to avoid accidental deletions).

2. Click the OK button in the message to confirm the deletion.

• If you decide you do not wish to delete the critical comment, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

• Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

Adding a Critical Comment

To add a new critical comment:

1. Click the Add Comment button. This will bring up an Add/Edit panel for critical comments, blank except for defaults.

2. Fill the fields in with your desired information. See The Add/Edit Critical Comment Panel for details about the fields.

3. Click Save to save the critical comment and close the panel.

   • If you decide you do not wish to save the critical comment, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deactivating or Reactivating a Critical Comment

You can deactivate a critical comment without deleting it. This will prevent it from appearing in the Critical Comments Panel when a user opens the case page, but still allow you to reactivate it later if it becomes important again, without having to create it anew. There are several methods to deactivate or reactivate a critical comment:

1. On the Critical Comments page, click the Actions icon, then click on Edit in the Actions column of the row representing the critical comment you wish to edit. This will bring up an Add/Edit panel for critical comments.

   • To deactivate the critical comment, deselect the Active field. To reactivate the critical comment, select the Active field.

   • Click Save to save the changes and close the panel.

   • If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

2. To deactivate multiple critical comments from the Critical Comment page, use the selection check boxes to choose the comments you want to deactivate. Right click anywhere in the row of one of the selected comments and click on Deactivate.

3. To deactivate a critical comment while it is open on the Case Summary screen, click the Deactivate button.

4. You can also turn off critical comments in a case for the rest of that day while a comment is open by clicking on the "Snooze Critical Comments on this case for today" checkbox.

The Add/Edit Critical Comment Panel

The Add/Edit Critical Comments Panel allows you to fill in the critical comment. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:

1. Active: A checkbox that determines whether the critical comment is active.

2. Do Not Show After Date: A date box allowing you to set the date after which the critical comment should no longer appear.

3. Comment: The text of the critical comment.