Predefined Comments

Introduction

To streamline your checklist creation and improve consistency in comments, we've introduced Predefined Comments. These are commonly used comments that can be added to a Checklist Template and automatically populated into comments sections of jobs created from that template. Here's how to use them:

Creating Predefined Comments (Administrator users only):

Step 1: Click on Admin > Checklist Template.

Step 2: A list of all the available Checklist Templates will be displayed.

Step 3: Click on the Edit icon to start editing the Checklist Templates.

Note: The edit option will be only available for the Checklist Templates that are in Draft. Once the Checklist Templates have been published, there’s no way to add or edit anything including Predefined Comments.

Step 4: Click on the Edit icon again from the Action column.

Step 5: A text box will be available for Predefined Comments where you can add commonly used comments.

Step 6: Click on Update and your Predefined Comment will be saved.

Using Predefined Comments in a Job:

Step 1: When you process a job from Audit Job Queue, select the template containing predefined comments.

Step 2: Navigate to Plan >> Permanent >> Click on the 3-dot icon the top right corner >> select the Load Predefined Comments option.

Step 3: The predefined comments will be loaded into the comments section of relevant checklist items.

Note- You can edit or delete these comments as needed in the Checklist Templates, similar to manually added comments.

Important Points to Remember:

Predefined comments can be added only once per page to avoid overriding manual changes or existing comments.
Published templates cannot be edited. If you need to add comments to an existing checklist, create a clone of the desired checklist and add predefined comments to it.
Once a checklist template is selected during job creation, the template used cannot be changed.

Visibility of Predefined Comments:

Predefined comments will appear within the chat bubble on the associated checklist item, providing clear context.
These comments will be included in the PDF Audit Summary File next to the relevant checklist item.

Utilizing Predefined Comments enhances the efficiency of your checklist creation process while maintaining the ability to customize comments as needed. This feature ensures consistency and accuracy throughout the audit workflow in SMSF Auditomation.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.