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Standard Comment records require:
- A Purpose (Permitting or Design Review)
- Comment content text (max. 8,000 characters).
- A Purpose (Permitting or Design Review)
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In addition to the required Purpose and content textext, 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, and the better data analytics you can capture for reporting, etc. |
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- Standard comments uploaded to the Library can be inserted into plan review projects.
- When records from the Library are inserted into a project, the record's Group, Source, Review Type and category/sub-category values are inserted as well.
- Comment records can be batch uploaded into the Library via the Sample Spreadsheet template(.CSV) CSV or XLS format.
- 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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