Setting Up Comments

This chapter provides an overview of comment setup, lists prerequisites and common elements, and discusses how to:

Set up comment categories.
Define 3C update/inquiry groups.
Create 3C comment groups.
Set up comment 3C group security.

Understanding Comment Setup

To attach comments to records, you must first create comment categories and associate them with 3C groups to define who, at your institution, has the security access to write, review, or change comments.

You can assign comments to individuals and organizations manually, or you can use the 3C engine to automatically assign comments to individuals or organizations based on rules and conditions that you define.

See Defining 3C Engine Triggers.

Prerequisites

Before defining comment categories and associating them with 3C groups, you must understand and set up administrative codes, 3C group security, and assign individuals to specific 3C groups.

Common Elements Used in This Chapter

Administrative Function	The code for the administrative area with which the comment category is associated.
3C Group	The comment group to which a user has security access.

Setting Up Comment Categories

To set up comment categories, use the Comment Category Table component (CMNT_CATG_TBL).

This section discusses how to define comment category codes.

Page Used to Set Up Comments

Page Name	Object Name	Navigation	Usage
Comment Categories	CMNT_CATG_TABLE	Set Up SACR, Common Definitions, Comments, Comment Category Table Campus Community, Comment, Set Up Comments, Comment Category Table	Define categories that enable you to group comments for similar purposes.

Defining Comment Category Codes

Access the Comment Categories page.

Category Details

Administrative Function

Enter the code for the administrative area with which this comment category is associated.

Available function codes are from the Administrative Functions page.

Comments

Enter the default comment to use when this comment category is assigned to an individual.

Changes Allowed

Indicate whether users should be permitted to change the default comment associated with this comment category. The default value is Yes. You can override this value.

Append: Users can add to the default comment, but cannot change or edit it.

No: Users cannot change, edit, or add to the default comment.

Defining 3C Update/Inquiry Groups

To define 3C Update/Inquiry Groups, use the 3C Update/Inquiry Groups component (GROUP_3C_TBL).

Page Used to Define 3C Update/Inquiry Groups

Page Name	Object Name	Navigation	Usage
3C Update/Inquiry Group	GRP_3C_TABLE	Set Up SACR, Common Definitions, 3C Update/Inquiry Group Table	Define a group of IDs who have similar interests and needs.

Defining a 3C Update/Inquiry Group

Access the 3C Update/Inquiry Groups page.

Define a group of users who have similar needs and interests. You can then associate one or more 3C Update/Inquiry Groups with a comment category to create a Comment 3C Group.

Security Administrators give users security access based on 3C update/inquiry groups.

Setting Up Comment 3C Groups

To set up comment 3C groups, use the Comment 3C Groups component (CMNT_GRP_3C_TBL).

This section discusses how to create a comment 3C group.

Page Used to Set Up Comment 3C Groups

Page Name	Object Name	Navigation	Usage
Comment 3C Groups	CMNT_GRP_3C_TABLE	Set Up SACR, Common Definitions, Comments, Comment 3C Groups Campus Community, Comments, Set up Comments, Comment 3C Groups	Associate one or more 3C update/inquiry groups with a comment category.

Creating a Comment 3C Group

Access the Comment 3C Groups page.