Record Commentary and Judgement

Overview

A Record Comment of Judgement is a structured note that documents advice, observations, or decisions relating to one or more records in Beegle. Comments appear in the Timeline of every record they are linked to.

A single comment can span multiple records — for example, one comment about a couple's superannuation can be linked to both of their accounts and appear on each of their timelines.

Creating a comment or judgement

Refer to this page to create a comment or judgement. 

The new commentarycomment or judgement appears immediately at the top of the timeline.

Fields

Field	Required	Notes
Title	No	Defaults to "Record of judgement" or "Record comment" when left blank, depending on whether Record of judgement is checked.
Body	No	Rich text — supports formatting, lists, andlinks, links.document uploads.
Record of judgement	No	MarksMark this as a formal advice judgement. Unlocks the Judgement status field.
Judgement status	If record of judgement is checked	Settled, Conditional, or Unsettled.
Linked records	Yes (at least one)	The records this commentarycomment or judgement appears on.

Judgement status

When a commentary is a Record of Judgement, its status is shown as a coloured badge on every timeline it appears in:

• Settled — green
• Conditional — amber
• Unsettled — red

This gives advisers a quick visual signal of open or unresolved advice matters across a client's records without having to open each commentary.

Linked records

Every commentary must be linked to at least one record. You can link to any mix of the following record types within the same client group:

• Accounts
• Entities
• Financial Strategies
• Goals
• Individuals
• Insurance Calculations
• Insurances
• Key Dates
• Policies

Use + Add linked record in the form to attach additional records. The

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Editing a commentary

1. Expand the entry in the Timeline.Timeline by clicking it.
2. Click Edit.
3. Make your changes and click Update Record commentary.

The Last modified date and author are updated automatically on every save.

Deleting a commentary

1. Expand the entry in the Timeline.
2. Click Destroy.
3. Confirm the deletion prompt.

Deleting a commentary removes it from all timelines it appeared on.

Permissions

You can only link a commentary to records you already have permission to manage. Client groups with a pending or dormant subscription are read-only — commentariescomments and judgements cannot be created or edited while that restriction is in place.

Tips

• One commentary, many records. If advice relates to several records, write one commentary and link it to all of them rather than creating duplicates.
• Use Records of Judgement for advice decisions. The status badge makes open or conditional positions visible at a glance in any timeline.
• Titles are optional. Leave the title blank and Beegle will assign a sensible default based on the judgement setting.