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Where do you capture Review comments

Re: Where do you capture Review comments

One thing that we did was to create attributes within the CN that were for comments and that users have to fill out on the page that they sign.  They can also see the other users' comments there.  We lock them based on role.  Only thing is that they are semi-permanent in that if the user gets the CN back in a "rework" scenario they can change their comments.  Which for us works.  They would be permanent in that once they go past the user, they cannot be changed.  You can also put these attributes in the emails that get sent out for task notification.  I still have the user copy paste the comments in the OOTB comment section if they want it to be a permanent comment for history.

Re: Where do you capture Review comments

Thanks Brian, that certainly sounds like it would be worth looking at.

Re: Where do you capture Review comments

@STEVEG 

Steve, would you mind showing us a screen shot of your customized tab, this sounds really interesting.

 

Thanks, James.

Re: Where do you capture Review comments

 

Hi @JHall ,

 

It's pretty easy to create one.  Then make sure to add the Routing/Process History table which actually adds 2 different tables.  The 2nd one is the Process Status table.  This has a "Comments" column which is the cell the users enters their notes in for the rework.

Just realize you have to create a separate tab for both the CN and the Task of the CN.  And you won't see the Comments of the Task on the CN or vice versa.

CustomTab.jpg

TableWithComments.jpg

Re: Where do you capture Review comments

@STEVEG  Thanks!  When you said Customize, I was thinking you meant with code, but you are right, this is easy peasy.

 

J

Re: Where do you capture Review comments

@STEVEG 
We also have a situation where managers need to see comments that have been saved on a task but the task is not yet completed.  Any idea how to expose those comments?  See below.  We can easily see all comments on completed tasks.

James
Windchill 11.0 M030

Change Task Record.png

Re: Where do you capture Review comments

That is in a table named "Process Status".  Out of the box it's on the Process tab.

Re: Where do you capture Review comments

@STEVEG 
Correct, but how do you get them to appear before the task is completed and the comments are only Saved?

J

Re: Where do you capture Review comments

Remember that the Comments are tied to each of the types.  Meaning:

If someone gets the CR task then they have to look at the CR.

If someone gets the CN task then they have to look at the CR.

 

You can't see the comments of the CR by looking at the CN.

Re: Where do you capture Review comments

You can't.  It's like when you check out a CAD file to a workspace and modify it then save it to your workspace.  Unless you check the files in then nobody else can see them.

Unless you complete the task nobody else can see them either...unless maybe if you are admin.