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Annotation Statuses

This page allows administrators to define and manage the lifecycle of review comments (annotations) in OpenCDMP, enabling structured review workflows for plans and descriptions.

Why Annotation Statuses Matter

Annotation statuses provide a formal review and quality assurance process by:

  • Tracking review progress - Monitor which comments have been addressed vs. pending
  • Enabling structured workflows - Define clear stages for the review process (e.g., Open → Resolved → Closed)
  • Improving collaboration - Reviewers and plan owners can communicate status without additional tools
  • Ensuring accountability - Track who resolved comments and when
  • Supporting compliance - Document the review process for auditing or institutional requirements

How Annotations Work in OpenCDMP

Annotations (comments) can be added to plans and descriptions by users with the Reviewer role. Each annotation has a status that tracks its lifecycle:

  1. Created - A reviewer adds a comment or question
  2. In Progress - The plan owner or contributor is addressing the feedback
  3. Resolved - The issue has been addressed
  4. Closed - The comment thread is finalized

By customizing annotation statuses, you can adapt the review workflow to your organization's needs.

Managing Annotation Statuses

In this page, you can view, create, edit, and manage all annotation statuses available in your tenant.

The information displayed by default is: the label, the internal status which is the system specific status, the status of the entity and timestamps for the creation and updating of the entities. At the top right corner of the listing you can also select which columns to display.

tip

For annotation statuses, all the columns are visible by default.

You can edit or remove a status by clicking on the three dots on the far right corner of the records and then select Edit or Delete respectively.

warning

When an annotation status that is in use by existing annotations is deleted, the status is automatically removed from those annotations as well.

Authorization

Only users that have the global Admin role or the tenant specific TenantAdmin role can access this page.

This view is available when the user presses the Annotation Statuses link from the side navigation menu.

Pagination

Not all the records are being displayed at once. By default, there is a pagination of 10 records applied to them.

You can control how many records are being displayed at any time, by adjusting the items per page control at the bottom left corner of the table.

Filtering

There are some filtering options available for annotation statuses.

  • Is Active: By toggling this control you can view only the active or only the disabled annotation statuses.
    By default, this option is set to true.
  • Internal Status: You can filter statuses by the internal status they could relate with. You can select one or more statuses.
    By default, no status is selected.

In order for the filters to apply, you have to click the Apply filters button.

You can also clear any filters already applied, by pressing the clear all filters option, located at the top of the popup.