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Annotation

An annotation is what you leave on a row when the imported data needs questioning, correcting, or flagging for later. It carries field-level amendments (any field the row shows, multi-field per annotation, each with an optional from-date), an optional free-text note, and a visibility setting (Just me, My team, Selected colleagues). Annotations are captured cross-pathway from per-row "+" buttons on Search, Portfolio, Prospecting result frames, and the Hereditament view tabs; they read inline below the row wherever it shows; they sweep through one dedicated index at /annotations.

What the annotation attaches to

When you click "+" on a row, the composer opens with a read-only line at the top confirming what the annotation will attach to — e.g. "Annotation on the current ratepayer Greggs PLC of 12 Camden High Street" or "Annotation on the 2026 valuation entry of 47 Bristol Road". The line is set by where you clicked: result-frame and Reliefs rows attach to the current ratepayer occupation; Valuation history rows attach to that specific list entry. You never pick the attachment — the row click does it for you.

Amendments — correct any field on the row

Click + Add field to add an amendment row: [field] should be [value] from [date]. The field select carries every field on the row's consolidated view — floor area, rateable value, primary description, relief codes, occupation state, account name, dates, scheme reference. The from-date is optional; use it when the correction starts on a specific date (e.g. a post-refit floor area applying from completion). Add as many amendment rows as the row needs. The imported value is never overwritten; your amendment shows alongside it on every surface where the row appears.

Note — free-text alongside the amendments

The note textarea sits below the amendments and is optional. Use it for questions ("does this match the 2024 material change?"), explanations ("client measured after refit, certificate filed"), or context for future-you ("split expected 1 Apr 2027"). An annotation can carry note + amendments, just a note, or just amendments — any combination.

Visibility

Choose who can read this annotation: Just me (default), My team (everyone in your organisation), or Selected colleagues (a creator picker opens inline). Visibility is set at compose time and editable later from the same composer. Annotations set to Just me are private even within your team.

Delete an annotation

Open an annotation for editing and the slide-over header carries a small Delete button in red, top-right. Click once — the button locks for a moment to confirm intent, then arms and labels "Confirm delete" with a countdown ring; click again to confirm. The countdown holds for four seconds and cancels if the timer runs out. Delete is final — there is no archive.

Reading annotations alongside the row

Each annotation reads as a green-tinted strip below its row on the source surface. Amendments appear as field should be value (current source: imported) lines, each carrying a small "Amendment" tag; the note (if present) sits in quotes below the amendments. A meta line at the foot carries the creator's name, the modified date, and the visibility scope. Click anywhere on the strip body to edit; the pencil icon at the strip's right edge confirms the strip is interactive.

Spot annotated rows without scrolling

Rows that carry one or more annotations show a small green-tinted count chip next to the address — even when "Annotated rows only" is off. Hover the chip to see the most recent author and date. Two annotations on the same row shows as "2", three as "3", and so on.

Filter the result table to annotated rows only

Portfolio and Search result frames carry an Annotated rows only toggle in the table toolbar. Tick it to narrow the visible rows to those carrying annotations; untick to bring the rest back. Toggling does not change your active lens or filters — only what is shown.

Sweep all annotations at /annotations

Open /annotations from the main navigation. The top of the page shows the running counts ("142 total · 18 this week") and a toolbar carrying the search input, the grouping toggle, and an Export CSV button. The page is read-only — every annotation is created from a row, never from this surface. To make a new annotation, navigate to the row that needs it.

Narrow the sweep with the filter rail

The Refine rail down the left side carries the facets you'd reach for: Has amendments, Visibility, Portfolio, Prospecting, Row type (Valuation entry / Ratepayer occupation), Creator, and Modified with date presets above the date inputs (Last 7 days · Last month · All time). Multi-select within a facet broadens the match; combining facets narrows. Clear all at the top resets everything.

Search the body of your annotations

The search input above the table matches against the note text — useful when you remember writing something about an appeal date but not which client or when. Type a word or short phrase; the table updates as you type. Search is body-text only; amendment field values are reachable via the filter rail facets.

Group the sweep

Toggle the grouping at the top of the table: Chronological (default — most recently modified first), By portfolio (grouped by working set), or By UARN (multiple annotations on the same hereditament collapse to one group). By UARN is useful when one hereditament carries notes on its current ratepayer, an amendment on a valuation, and a flag on a relief — they all gather under the address.

Click through to the row

Click any row in the index to open the source surface — the portfolio, the search, the prospecting result, or the hereditament view — with the annotated row scrolled into view and briefly tinted so you can see where it lives in context. From there, edit the annotation inline, or deal with whatever the annotation flagged and prune it.