Comment Reply, Forward, and Delete - Access and Functions

What Is Comment and Its Functions?

In Caction, you will find Comment Section in Jobs, Projects, Assets and even in Digital Forms. Users can use this feature to share updates, upload or capture photos of important information, and notify other users when required. The Comment section will keep communication and discussions organized in one place within the system. In this guide, we will explore the functions of the Comment feature in Caction, including how to Reply, Forward, and Delete comments.

The Job Comment section will be used as an example in this guide, but the same steps apply to Projects, Assets, and Digital Forms.

Benefits of Comments : 

• Keeps comments organized within each level (Jobs, Projects, Assets, and Digital Forms) without mixing information.
• Reduces miscommunication during daily operations.
• Makes it easier to track back communication using the Caction Update Report
• Allows users to notify and alert team members when needed.
• Improves coordination between departments and teams.

a. How to Type In Comments?

1. Click on the required Job and select the “Comments” tab, or simply scroll down to the Comments section in the Job details. Click on the "Type a comment" section.

Mobile Version :

Desktop Version :

a. Comment Section : Job Status

b. Comment Section : Comment Category

You must select the relevant Comment Category when typing a comment. For example, if it is related to Spare Part Required, choose that category. This is important because it helps you easily track updates later in the Update Report by filtering by category.

Mobile Version :

Desktop Version :     

c. Comment Section : Asset

If you are making a comment for a specific Asset, make sure to select the correct Asset as shown. This is important because it allows you to track the update history for each Asset later.

Click here to learn how Tagging Asset in Comment works : //link for that KB

Mobile Version :

Desktop Version :

d. Comment Section : Comment Status

You will see an option for Comment Status, which is different from Job Status. Comments can have their own statuses as well. For example, if a technician creates a comment for Spare Part Required and sets the Comment Status : Needing Attention, the Admin can easily spot it in the Job details. This helps ensure that every raised issue is acknowledged, tracked, and properly resolved.

Click here to learn how Comment Status works : //link for that KB

Mobile Version :

Desktop Version :

b. How to Filter Comments?

1. Click on the required Job and select the “Comments” tab, or simply scroll down to the Comments section in the Job details. All the comments made can be seen here.

Mobile Version :

Desktop Version :

2. For example, if you only want to view Before Service and After Service updates in a Job, click the “Filter by Category” button and select the required comment categories.

Mobile Version :

Desktop Version :

3. Now, the Job comment section will display only the Before Service and After Service updates. System Update comments may also appear in the section. To hide them, simply turn off the System Update toggle as shown below.

Mobile Version :

Desktop Version :

                      

 

---

c. How to Reply Comments?

1. Click on the three dots icon and click "Reply Comment". 

Mobile Version :

  Desktop Version :                                                  

d. How to Foward Comments?

1. Click on the three dots icon and click "Foward" icon.

Mobile Version :

Desktop Version :

2. You can select which Job comments need to be fowarded. Then click "Foward" arrow icon. You will see 2 options when forwarding comments :

• “Forward to This Project” option will forward the comment to the Project that contains the current Job.
• “More Options” allows you to forward the comment to other data levels such as another Job, Project, Asset, or Digital Form

Mobile Version :

Desktop Version :

Sceanario 1 : You click "To This Project"

You can view the fowarded comment in the related Project comment section.

Mobile Version :

Desktop Version :

Scenario 2 : You click "More Options"

The system will display options for you to choose the type Forward Destination, along with a list of available destinations. For example, if you choose to forward the comment to another Job, make sure to select the correct Job accordingly based on the list provided.

Mobile Version :

Desktop Version :

Optional : If you enable the toggle as shown below, the forwarded comment will change its Comment Status : Fowarded

Mobile Version :

Desktop Version :

e. How to Delete Comments?

1. Click on the three dots icon and click "Delete" icon.

Mobile Version :

Desktop Version :

Important Note : If you do not see the option to delete a comment, it may be due to your account settings or access permissions. Kindly contact your Admin to enable the delete access for you.

f. How to Enable Delete Access for User ?

1. Navigate to Main Menu > User Management > User Account Custmization.

2. Choose the required User and click the Pencil Icon.

3. Under Control Settings, scroll down until you see the Edit Comment settings. Select the required delete access type, then click Save.

There are 4 types of access settings available for Edit Comment :

• No comment editing allowed - Users are not allowed to edit any comments.
• Can edit own comment within a day - Users can edit their own comments within 24 hours after posting.
• Can edit own comments only - Users can edit only the comments they created.
• Can edit any comments - Users are allowed to edit all comments in the system.