This article provides information about:

• Using the search and filtering options.
• How to run Correction reports.
• How to export comments to a .csv file.
• How comments added to plan review documents are accessible in the Project Comments page.
  • How to open a plan review document for a specific comment in the Plan Review page. 
• Advanced Features:
  • Comments flagged by the author (creator) as 'Private' are visible to the author and site administrator's only.
  • Comment responses are accessible by opening the Comment detail form.
  • How to use the Comments page to conduct paper plan reviews.
  • When to delete comments.

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Follow these steps to insert comments. These comments will not be associated to a plan review document.

Steps	Instructions
Image Modified	Click on 'Comment As' to choose the appropriate Group that your new comment will be associated to. The Group cannot be changed after the comment record has been saved. (Comment As is for inserting new comments, not to filter the comment records.)
Image Modified	Select the Add a new Comment icon to open the New Comment form to create one new comment. Complete the form and select the Save button (required).
Image Modified	Optionally, select the Insert Standard comments icon to open the Insert Standard Comments page. Choose one or many standard comments to insert into the project Comments page.  The comments will be inserted using the Group displayed under 'COMMENT AS' shown at the top of the page.

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Search, Filter and Sorting Comments 

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Sorting comments

In addition to filtering, comments can be sorted in ascending or descending order.

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Exporting Comments

Generating a Correction Report

Preparing a Correction Report requires these steps:

1. Set a filter on the Comment Dispostion to include open comments.
   1. Closed comments should be excluded from Correction Reports. 
2. Optionally, choose one or more Groups to include in the report.
3. Select the Checkbox at the upper left corner of the page, as shown below.
   
   1. Only selected comment records will be included in the export report.
4. Choose the EXPORT Report option at the upper right corner of the page, as shown below.
5. The Export form will open.

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1. Comments and sketches created in prior submittals will be carried forward to the latest submittal. 
2. Previously created plan review assignments will be pointed to the latest submittal so the reviewers may continue their work using the latest submittal.
   1. Plan review assignments that were unfinished will be reset to a 'Not Started' status. 
   2. Plan review assignments that were finished will be reset to a 'Not Started' status.
3. Plan review assignments that were Approved in the prior submittal may also be reset to a 'Not Started' status to trigger a review on the latest submittal.
   1. See 'Reset Approved Assignments' for instructions.

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Exporting Comments to a CSV file

Repeat steps 1-3 above.

Choose EXPORT TO CSV FILE

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Several batch action features are available for managing comment records. Depending on how permissions have been configured by your site administrator, your ability to modify comment records . 

Use the 

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Set Comment Dispostion

Set Flags

Copy as New Comment(s)

Comment Responses

Flagged Comments

Deleting Commentswill be granted for your own comments, your group(s) comments or all comments in the project.

1. Select all comment records or choose the specific comments you wish to modify.
2. Choose the desired batch action:
   1. Set Disposition: Change the comment disposition for the selected comments.
   2. Set Flag: Toggle the comment Flag on or off
   3. Copy as New: Duplicate selected comments.

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About Comment Flags

About Comment Responses

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Deleting Comments

Comments are managed by the comment Disposition to allow plan reviewers to indicate when a comment has been addressed (resolved).

An event log record is created each time a disposition is changed, who it was changed by.

Additionally, the comment's event log records changes to each field in the comment record, including who changed it and when it was changed. Deleted comments will not appear on any deliverables, exported files or correction reports.

For this reason, deleting comments should be performed only in specific situations. For example, when a comment was created in error. 

1. Use the checkboxes to select the comment(s) you wish to delete.
2. Select the ellipsis on the upper right corner of the page, as shown below
3. Choose Delete.

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