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Comments and Documents

A grievance record carries a comment thread and a supporting documents area, to document processing and collaborate between agents.

Comments​

Add a comment​

In the record's Comments block, type the text and choose its type:

TypeVisibility
Internal (staff)Agents only
Public (visible to complainant)Meant for the complainant; reused in communications sent to them

Send posts the comment with your name and the date.

Reply​

Reply under a comment opens a linked reply (“In reply to …”): exchanges stay grouped by thread.

Mention a colleague​

Type @ followed by their username. The mention is stored with the comment; it does not trigger a notification for now.

Edit and delete​

You can edit or delete your own comments; an administrator can act on all of them. An edited comment is tagged “edited”. Deletion is logical: the comment disappears from the record but stays in the database for audit.

Offline​

A comment typed without network shows immediately with the Pending tag (“Entered offline, awaiting send”) and goes out when the network returns. Deleting a comment is not possible offline. See Working offline.

Documents​

Add a document​

Record's Documents block: drop a file in the zone or click Select a file, then fill in:

FieldValues
Document typeSupporting document, Photo, Report, Other
Descriptionoptional
Confidentialcheckbox

Accepted formats: PDF, Word (.doc, .docx), Excel (.xls, .xlsx), images (.png, .jpg, .jpeg, .gif, .webp), text (.txt). Maximum size: 10 MB per file. There is no limit on the number of documents per grievance.

Confidential documents​

A document flagged Confidential is visible and downloadable only by supervisors and administrators. Other agents do not see it in the list.

View​

Preview for images and PDFs, Download for any file. Downloading requires the network.

Delete​

The document's author or an administrator can delete it (confirmation requested). Deletion is not possible offline.

Offline​

An attachment added without network is kept on the device, tagged Pending, and sent when the network returns; attachments already on the server show “Download online only”.

Good practice​

  • One internal comment per processing step: what you checked, whom you contacted, what remains to do.
  • Keep public comments for information meant for the complainant.
  • Attach evidence (payment receipts, photos, letters) as Supporting document or Photo; flag Confidential any personal document not meant for the whole team.