You may want to add comments for reviewers to see when they review the pre-approval request. When you add a comment, it appears in the pre-approval request's History tab. Comments are viewable by any COI user who can view the pre-approval request.
To add comment to a pre-approval request
From the Top Navigator, click COI and then click Requests.
The Requests page appears.From the Requests page, select the pre-approval request to which you wish to add the comment.
From the pre-approval request workspace, click Add Comment to add a comment that is visible to anyone with access to this pre-approval request.
Type your comments.
If required, add supporting documents.
Select any roles related to this pre-approval request that should receive an e-mail notification.
Note: No one will receive duplicate e-mail notifications about your comment.
Click OK.
To add a comment to a pre-approval request from your disclosure profile
From the Top Navigator, click COI and then click Disclosures.
The Disclosure workspace appears.
Click the Pre-Approval Requests tab, select the drop-down menu in the Execute Activity column of the pre-approval request you wish to add comment to.
Click Add Comment to add a comment that is visible to anyone with access to this pre-approval request.
Type your comments.
If required, add supporting documents.
Select any roles related to this pre-approval request that should receive an e-mail notification.
Note: No one will receive duplicate e-mail notifications about your comment.
Click OK.
You are taken back to the disclosure profile workspace.