Add a Comment to a Request in RequestTracker (New CRT)

You can comment on the progress of a submitted request through RequestTracker. You can also share files that may be needed, change details about a request, or view associate requests.

Important Note

All sales after July 1, 2020 will have this new version of the Citizen RequestTracker (CRT™). If your contract started before this date, please view the information for the original CRT package.

Who can use this feature?

System Administrators | Owners | Publishers | Authors*

Authors can submit comments for approval. Publishers can add and send comments.

Instructions

1. Navigate to Modules > Content > RequestTracker

2. Select the Request Type containing the submitted request

3. Click Actions next to the request

4. Select Add Comment

5. Add your Comment

   • Insert Canned Response: View our article Add a Canned Response as a Comment

6. Click Choose File to add a file as an attachment link to your comment

   • Convert to PDF: Convert your file from its original file type to a PDF attachment

     Note:

     For security reasons, anonymous users will not be sent attachment links or be able to view them.

7. Click Save or Save and Publish

   • Save: Saves the comment and does not become publicly viewable

   • Save & Publish: Saves the comment and becomes publicly viewable

   • This comment is only viewable internally: Mark the comment as only readable for internal staff

8. Reply OK to the pop-up to publish for live view

9. Click OK to send an email; click Cancel to prevent an email from being sent to the submitter and CC Email List