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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Configured permissions enforce which user roles may view, add, edit and delete comments. |
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Follow these steps to insert comments. These comments will not be associated to a plan review document but can be included in a Correction Report or for exporting.
| Steps | Instructions |
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| 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.) |
 | 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). |
 | 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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The filter names that appear here may not reflect your particular configuration if 'custom' names have been applied to the List name in the Configuration/Lists page. |
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:
- Set a filter on the Comment Dispostion to include open comments.
- Closed comments should be excluded from Correction Reports.
- Optionally, choose one or more Groups to include in the report.
- Select the Checkbox at the upper left corner of the page, as shown below.
- Only selected comment records will be included in the export report.
- Choose the EXPORT Report option at the upper right corner of the page, as shown below.
- The Export form will open.
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- Comments and sketches created in prior submittals will be carried forward to the latest submittal.
- Previously created plan review assignments will be pointed to the latest submittal so the reviewers may continue their work using the latest submittal.
- Plan review assignments that were unfinished will be reset to a 'Not Started' status.
- Plan review assignments that were finished will be reset to a 'Not Started' status.
- 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.
- 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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