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In addition to the required Purpose and content tex, include a Group and Comment Source for each comment record, at minimum. These records will be used to generate project comment reports, so the more optional fields you provide, the comprehensive your client deliverables will be. |
In this article:
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Understanding the Comments Library
- Standard comments uploaded to the Library can be inserted into plan review projects.
- Comment records can be batch uploaded into the Library via the Sample Spreadsheet template (.XLS or .CSV).
- Comment records can be manually added/edited to the Library.
- Comments flagged ‘in-active’ are not visible to users for plan review.
- Where applicable, comment records should be associated to a Group and Review type, Comment source and Checklist name.
- Comment records are associated to either For Permitting or For Design Review purpose.
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- From the Comment Library page, download the CSV template using the download icon.
- Enter the standard comment into the CONTENT column.
- Complete the other columns as shown below, validating that the Purpose, Review Type, Sources, Categories, Groups have matching Label or Abbreviation values.
- Set 'Active' to False only if the comment should be unavailable to users.
- Enter any text in the Checklist Name column desired, there is no corresponding List that manages checklist names.
- Save the file in CSV or XLS format.
- Select the batch upload icon on the Comments Library page.
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