Overview
Users can leave comments within a data collection workflow to provide additional context or clarification related to the KPIs they are submitting. This feature is particularly useful when explanations are needed for figures, assumptions, or anomalies.
How to Leave a Comment
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Access the Workflow
Navigate to the Data Collection tab and open the relevant questionnaire. -
Find the Comment Link
Within the questionnaire, locate the link in the KPI description labeled for comments. -
Enter Your Comment
Click the link to open the comment box, type in your message, and submit. -
Confirmation
A green success notification will appear confirming that your comment has been successfully saved.
Notes
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Comments are tied to individual KPIs and can be viewed by fund managers or admins reviewing the workflow.
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This functionality is designed add more context to your KPIs.
Troubleshooting
If you experience any issues while submitting comments, contact support@atominvest.co for assistance.