Threaded Comments
Comments are the primary communication channel within an assessment. Each comment thread is anchored to a specific requirement subsection and optionally to a specific field, so conversations stay in context.Posting a Comment
Open the Comments Panel
In the Assessment Workbench, click the Comments tab on the right side panel. The panel shows all comment threads for the currently selected requirement.
Write Your Comment
Type your message in the text area at the bottom of the panel. You can @mention team members (see below) to notify them directly.
Replying to a Comment
Click the Reply button on any parent comment. A nested text area appears below the comment. Type your reply and click Send. Replies are displayed indented below their parent, in chronological order. Threads support unlimited nesting depth, though in practice most conversations stay at one or two levels.Resolving Threads
When a discussion is complete or an issue has been addressed:Mark as Resolved
Click the Resolve button on the parent comment. The entire thread is visually muted (lighter background) to indicate resolution.
Filtering Comments
Use the filter buttons at the top of the Comments Panel to control what you see:| Filter | Shows |
|---|---|
| All | Every comment thread on the current requirement |
| Unresolved | Only open/active threads |
| Resolved | Only resolved threads |
Editing and Deleting Comments
- Edit — click the edit icon on your own comment to modify its content
- Delete — click the delete icon on your own comment to remove it (you can only delete comments you authored)
@Mentions
Mention a team member in any comment to notify them directly and bring their attention to a specific discussion.How to Mention Someone
Type the @ Symbol
While composing a comment, type @ followed by the person’s name. A dropdown appears showing matching organization members.
Select the User
Click on the user’s name in the dropdown, or continue typing to narrow the results. The dropdown shows each user’s name, email, and avatar.
Mention Display
In posted comments, @mentioned names are rendered with a highlighted style — a colored background that distinguishes them from surrounding text. A badge below the comment shows the count of mentioned users (e.g., “2 users mentioned”).What Happens When You’re Mentioned
When someone mentions you in a comment:- An in-app notification appears in your notification bell
- An email notification is sent to your account email
- A push notification is delivered to your browser (if enabled)
- A real-time alert appears instantly via live updates
Notifications
Kliper delivers notifications through four channels simultaneously, so you never miss important updates.Notification Channels
| Channel | Delivery | Details |
|---|---|---|
| In-App | Instant | Appears in the notification bell in the top navigation bar |
| Near-instant | Sent to your account email with context and action links | |
| Push | Instant | Browser push notification (requires permission grant) |
| Real-time | Instant | Live update via Supabase Realtime subscription |
Notification Types
| Type | Trigger | Icon |
|---|---|---|
| Mention | Someone @mentions you in a comment | Blue @ icon |
| Task Assigned | A task is assigned to you | Purple clipboard icon |
| Task Due | A task you own is approaching its due date | Amber clock icon |
| Assessment Due | An assessment you collaborate on is approaching its due date | Red calendar icon |
| Project Assigned | You are added as a collaborator on an assessment | Green folder icon |
The Notification Bell
The notification bell icon in the top navigation bar displays your unread count as a badge (capped at “9+”).Click the Bell
A popover dropdown opens showing your most recent 50 notifications, with unread notifications listed first.
Review Notifications
Each notification card shows:
- Type icon with a color-coded gradient background
- Title — brief summary (bold if unread)
- Message — full notification text
- Timestamp — relative time (e.g., “5 minutes ago”)
- Unread indicator — a left accent bar on unread notifications
Take Action
Click a notification to navigate to its source (the comment, task, or assessment). Use the quick action buttons to:
- Mark as read — dismiss the unread indicator
- Delete — remove the notification from your list
Real-Time Delivery
Notifications are delivered in real-time via Supabase Realtime subscriptions. When a new notification is created in the database, your browser receives it instantly without needing to refresh. If the real-time connection is temporarily unavailable, the system falls back to polling every 60 seconds.Browser Push Notifications
To receive push notifications:- Your browser prompts for notification permission on first visit
- Click Allow to enable push notifications
- Push notifications appear as native OS alerts even when the Kliper tab is not focused
Live Presence
Live presence tracking shows you who else is currently viewing the same assessment, and which specific section they are working on.How Presence Works
When you open an assessment, the platform broadcasts your presence to all other users viewing the same assessment. Presence data includes:- Your name and avatar
- Which section you are currently viewing
- Whether you are actively editing or just viewing
The Presence Indicator
The presence indicator appears in the assessment workbench toolbar, next to the assessment title.| State | What You See |
|---|---|
| Just you | A muted label indicating no other collaborators are currently viewing |
| 1–3 collaborators | Overlapping circular avatar icons with a pulsing green “Live” dot |
| 4+ collaborators | Three avatars plus a “+N” badge showing the overflow count |
Presence Status Colors
Each collaborator’s avatar has a colored ring indicating their activity:| Ring Color | Status | Meaning |
|---|---|---|
| Green | Editing / Typing | User is actively typing in a field |
| Yellow | Viewing | User has the section open but is not typing |
| Pulsing animation | Currently typing | Real-time typing indicator |
Viewing Collaborator Details
Click on the presence indicator (or the “+N” badge) to expand a tooltip showing:- Full name of each present user
- Their current status (editing, typing, or viewing)
- Which section they are currently viewing
- Last activity timestamp
Section-Level Tracking
Presence is tracked per section. When you navigate to a different requirement, the system updates your section indicator so other collaborators can see exactly which requirement you are reviewing. This is powered by Supabase Presence API with the channelassessment:{assessmentId}:presence. When you leave the assessment or close the tab, your presence is automatically removed.
Assessment Collaborators
Each assessment has its own collaborator list, separate from the organization-wide team. This controls who can access and edit a specific assessment.Adding Collaborators
Open the Collaborators Panel
In the Assessment Workbench, click the Collaborators tab in the right side panel.
Add from Organization
Use the user dropdown to select a team member from your organization. Choose a role:
Click Add Collaborator.
| Role | Permissions |
|---|---|
| Editor | Can view and edit assessment answers, upload evidence, post comments |
| Viewer | Read-only access to all assessment data |
Managing Collaborators
The collaborator list shows each member with:- Avatar and name (with email if different from display name)
- Role dropdown — quickly change between Editor and Viewer
- Remove button — remove the collaborator from this assessment
Collaborator vs. Organization Roles
Assessment collaborator roles (Editor / Viewer) work within the bounds of the user’s organization-level role:| Org Role | Can be Assessment Editor? | Can be Assessment Viewer? |
|---|---|---|
| Admin | Yes | Yes |
| Manager | Yes | Yes |
| Contributor | Yes | Yes |
| Viewer | No (read-only at org level) | Yes |
Real-Time Field Updates
When multiple collaborators are editing the same assessment simultaneously, field updates are broadcast in real-time:| Event | What Happens |
|---|---|
| Field Update | When a collaborator saves a field value, the change appears on your screen without refreshing |
| Typing Indicator | When a collaborator starts typing in a field, a subtle indicator shows their name and a “typing…” animation |
| Stopped Typing | When a collaborator stops typing, the indicator fades after a brief delay |
assessment:{assessmentId}:collaboration, which sends field_update, user_typing, and user_stopped_typing events.
Real-time field updates use optimistic broadcasting. If the real-time connection drops, data is still saved to the database and will appear on your next page refresh. No data is lost.
Audit Trail
Every collaboration action is logged for compliance purposes:| Action | What’s Logged |
|---|---|
| Comment created | Author, content preview (first 100 characters), section reference |
| Comment deleted | Author, deletion timestamp |
| Collaborator added | Who added whom, assigned role |
| Collaborator role changed | Old role, new role, who made the change |
| Collaborator removed | Who removed whom |
| Assessment answer changed | User, field name, old value, new value, timestamp, IP address |
