Add Comment to a Pre-Approval Request

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

1. From the Top Navigator, click COI and then click Requests.
   The Requests page appears.

2. From the Requests page, select the pre-approval request to which you wish to add the comment.

3. 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.
   
   

4. Type your comments.

5. If required, add supporting documents.

6. 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.

7. Click OK.

To add a comment to a pre-approval request from your disclosure profile

1. From the Top Navigator, click COI and then click Disclosures.

   The Disclosure workspace appears.

2. 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.
   
   

3. Click Add Comment to add a comment that is visible to anyone with access to this pre-approval request.

4. Type your comments.

5. If required, add supporting documents.

6. 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.

7. Click OK.

   You are taken back to the disclosure profile workspace.