QA Comments
What are QA Comments?
Administrators
QA (Quality Assurance) comments are a way to leave feedback on billable group activity records and track the QA status to manage record completion. Administrators can leave feedback comments requesting changes to an activity record and track the resolution status for each record.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Where do I start?
Settings > Provider Build > Maintain Privileges > Activity Records Group:
Allows users to add/edit QA Comments on the group activity record.
Allows users to resolve QA Comments in the group activity record.
Allows users to view QA Comments on the group activity record.
Notify the creator of a QA Comment when the comment is resolved by another user.
Removes applicable signatures when unresolved QA comment is created.
Use the relevant privileges to manage which roles can view, add/edit, and resolve QA Comments. You must have the ability to view QA Comments in order to add/edit or resolve them.
Privilege to View: Shows the "view QA Comment" button on an Activity Record. A User can see comments they added or comments assigned to them.
Privilege to Add/Edit: Can add a QA Comment or edit a comment that they previously added.
Privilege to Resolve: Can view and resolve any QA Comments, even those not added by them or assigned to them.
Privilege to Notify: Notify the creator of a QA Comment when the comment is resolved by another user.
Privilege to Remove Signatures When Comment is Added: Removes applicable signatures when unresolved QA comment is created.
Using QA Comments
To view QA Comments, view Activity Records in the Activity Record Index (1) or the "Review and Sign (Activity Records)" window from the Global Action Menu (2):
To view QA Comments on a record, look for the "view QA Comments" button highlighted below:
This will bring up the QA Comments window. Here you can add a new comment for a staff on the record, see the current resolution status, and resolve comments if the staff has made the requested changes.
When a QA Comment is added to a record, a message will be sent to the staff member selected with the comment text. From there the staff can view the comments or record to edit.
How can I track the resolution status of QA Comments?
To get a general view of the QA Comment status, you can look at the "view QA Comments" button on each record. When a record has no QA Comments attached, the button will be black. When there is a QA Comment on a record that has not been resolved, the button will show red. When all comments on a record have been marked as resolved, it will show green.
You can also filter records by their QA Comment status in the Activity Record Index:
And also in the Review and Sign (Activity Records):
QA Comments (Resolved or Unresolved): Show any record that has a QA Comment, resolved or unresolved.
Unresolved QA Comments: Shows any record with an unresolved QA Comment for any staff.
Unresolved QA Comments for Current User: Shows any record with an unresolved QA Comment for the current user. Staff will use this to see which records need their attention.
All QA Comments Resolved: Shows all records that have all their comments resolved.
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