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Annotation Type Settings Reference

Updated

Annotation type settings control how annotation types appear and who can create and view them in SmartSimple.

Annotation Type Setting Definitions

There are usually two annotation types, one for the applicant and another for an internal staff member or designated reviewer. The settings on the New Annotation Type page include:

General Tab

Setting Definition
ID A unique, read-only number used for reference.
Name The name for the annotation type. Typically set to Reviewer Annotation or Applicant Annotation.
Caption The caption shown to a user when they create a new annotation, provided they can create more than one type of annotation. Typically set to the same value as the name.
Display Order The sequence in which annotation types appear in the selector drop-down menu.
Description

The purpose and objective of the annotation type. Typically set to one of the following:

  • Used to create field-level annotations by reviewers requesting changes from the applicant.
  • Used to create field-level annotations by the applicant, responding to change requests from a reviewer.

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Permissions & Availability Tab

Setting Definition
Allow View The user roles that can see this annotation type.
Allow Create The user roles that can create this annotation type.
Deny View The user roles that cannot see this annotation type.
Deny Create The user roles that cannot create this annotation type.

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