Attach comment banks to fields

After you create a comment bank and populate it with comments, you can attach the comment bank to a field, and then place the field on a template. Users can then select a comment from the bank at that field and edit or add to it if necessary.

For example, you might create a Transportation comment bank that holds canned text about students’ modes of transportation. You can attach the Transportation comment bank to a field on the Student Details template to offer text that users can select from regarding a student’s mode of transportation.

To attach comment banks to a field:

1. Log on to the District view.
2. Click the Admin tab.
3. Click the Data Dictionary side-tab.
4. Search for and select the table you want to add the field to, and click Fields on the Data Dictionary side-tab. The list of fields in that table appears.
5. Within the list of fields, search for and select an available “D” type user defined field. User-defined fields begin with Field. For example, the first type D user-defined field in a table is FieldD001.

Note: If user-defined fields are not displayed in the list of fields, the filter might be set to Enabled Fields. To display user-defined fields that are not being used, click , and select All Records.

6. As you define information in the fields, be sure to select the following:
• Comment Bank at the User data type field.
• The comment bank you want to link to the field at the Bank name field.

7. Click Save.

Note: Remember to go to the Options menu and click Reload Data Dictionary for the system to display any changes or additions you make in the Data Dictionary.