New Request Tracker


All sales after July 1, 2020 have the new version of CRT™
 






Add a Comment to a Request (New CRT)

Who can use this feature?

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

 

 

Overview 

You can comment on the progress of a submitted request through Request Tracker. 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 CRT™. If your contract started before this date, please view information for the original CRT package

Instructions

  1. Navigate to Modules > Content > Request Tracker
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  2. Select the Request Type containing the submitted request
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  3. Click Actions next to the request
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  4. Select Add Comment
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  5. Add your Comment
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  6. Click Choose File to add a file as an attachment link to your comment
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    • 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
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    • Save: Saves comment, does not become publicly viewable
    • Save & Publish: Saves comment, 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
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  9. Click OK to send an email; click Cancel to prevent an email from being sent to the submitter and CC Email List
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