Leave and manage comments

You can leave comments in Study Design (Draft) mode and Testing mode, as well as in any library study.

Whenever you tag somebody in a comment, a thread is created for the conversation you and other users might initiate through comments. The user you tag in a comment receives an email notification indicating the study name, the form's reference code or the question's reference code (depending on where you left the comment), as well as the contents of that comment.

Tip:

To tag somebody in a comment, you can type the asperand or at symbol (@) in the text field. A list with all of the registered user names appears, and you can select the user you want to tag in the comment.

Note:

Consider the following notes:
  • In Draft mode, for you to add or reply to a comment, you must first save the form.
  • Once you delete the form or question that had associated comments, those comments are removed from the system, as well.
  1. Choose where to work, whether it's in Draft mode or in Testing mode.
  2. Navigate to the form where you want to leave a comment, view, or reply to existing comments.
  3. All comments are managed on the Comment sidebar. Depending on what your next step is, do one of the following:
    Option Steps to take
    Add a comment for a specific question in a form
    1. Depending on where you want to work, do one of the following:
      • In Draft mode: in a form, select the Comments icon (Comments) next to a question that you want to comment on.
      • In Testing mode: Open a visit, select the Menu icon (Menu) for a form or a question, and select Add Comment.
    2. On the Comments sidebar, select Add Comment.
    3. In the newly displayed field, type your comment, and select Comment.
    Add a comment for the overall form
    1. Click anywhere outside of the question to select the form.
    2. In the Comments sidebar, select Add Comment.
    3. In the newly displayed field, type your comment, and select Comment.
    Edit a comment
    1. In the Comments sidebar, search for the comment that you want to edit.
    2. Click the Menu icon (Menu), and select Edit.
    3. In the newly displayed field, type your edits to the comment.
    4. Select Save or Cancel.
    Resolve a comment thread
    1. In the Comments sidebar, search for the thread that you want to resolve.
    2. Select the Resolve icon (Resolve).

      The Resolve icon (Resolve) is highlighted in green, which indicates that the comment thread is resolved.

    Delete a comment or a thread
    1. In the Comments sidebar, search for the comment or the thread that you want to delete.
    2. Select the Menu icon (Menu) and select Delete.
    3. On the newly displayed dialog, select Delete or Cancel.
    Search or sort comments
    1. In the Comment sidebar, type a keyword from a comment that you're looking for in the search bar, and hit Enter on your keyboard.
    2. Click the Sort icon (Three parallel gray lines of different lengths.), and select either one of these options from the drop-down:
      • Sort by date
      • Sort by unread
      • Sort by form order
      • Only Designer comments
      • Only Testing comments (for Testing mode)
      • Show resolved comments
    Manage a comment thread
    1. In the Comment sidebar, search for the thread that you want to manage.
    2. Click the Menu icon (Three grey dots displayed horizontally.).
    3. Select Mark as read, so that the thread no longer appears highlighted as unread in the sidebar.
    4. Select Copy link to share the link with another study team member. The link is copied to your clipboard and you can paste it anywhere. The user who gets the link can only access the comment thread once they log into the system and if they have the appropriate access to the study.
    5. Click Delete thread to remove the entire comment thread.

Parent topic: Forms