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In this article:

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Understanding the Comments Library

• 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 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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• Marked as active or in-active.
• Copied as ‘New’ comment records.
• Deleted.

About Category and Sub-category lists

Client's who want to generate project correction report/deficiency reports that are  grouped by headings and/or sub-headings should enter those values as Category and Sub-category list types.

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The Sort Order value of those list records is then used to control the sorting on the correction reports.

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Preparing Comments for Batch Upload

Follow these best practices to prepare standard comments for batch upload:

1. Comments copied to the XLS/CSV template should be “Plain Text”.
   1. Bolding, italics, bullets, underlines and other formatting can be applied after the comment is uploaded.
   2. When pasting comments into Excel from your source document, right-click and choose to “Paste Values”. This pastes as ‘plain text’.
2. During upload, data mapping is based on the Row 1 labels. Do not rename the column headers.
3. Data that maps to any List Type is validated by the list item Label or Abbreviation as shown in the screen shot below.
   1. For each comment record being uploaded, provide either the entire item label or the entire item abbreviation to populate these columns in the spreadsheet.

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Uploading to the Comments Library

1. From the Comment Library page, download the CSV template using the download icon. 
2. Enter the standard comment into the CONTENT column.
3. Complete the other columns as shown below, validating that the Purpose, Review Type, Sources, Categories, Groups have matching Label or Abbreviation values.
4. Set 'Active' to False only if the comment should be unavailable to users.
5. Enter any text in the Checklist Name column desired, there is no corresponding List that manages checklist names. 
6. Save the file in CSV or XLS format.
7. Select the batch upload icon on the Comments Library page. 

Formatting Comment content after uploading

Comment content may have lost some formatting after loading. Click on the pencil icon to open the Edit Standard Comment form.

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Correction reports will honor this formatting.

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