This article provides information about using the project Comments page. Open a project record and select COMMENTS.
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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 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.
5. From the Export form, select the appropriate Template.
6. Choose PDF.
7. Check on the 'Add as an attachment' to save the report into the project for return to the applicant.
a. Leave the box unchecked to open the report for viewing/downloading.
8. Select CONFIRM.
All selected comments will be included in the report.
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Best Practices for Permitting Agencies
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Correction reports should be created when all plan review assignments have been completed just prior to packaging reviewed documents for return to the customer. (
See Preparing Document Deliverables for instructions.)
Generating Correction Reports for specific Groups
Some agencies may prefer to generate separate Corrections report Correction reports filtered by Group, to return to the customer prior to all assignments being completed.
In this case, be sure to modify the Printer Render settings when preparing your deliverable package to choose the same Group(s).
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- Comments and sketches created in prior submittals will be carried forward to the latest submittal. Users will no longer be allowed to mark up the prior 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, depending on configured settings.
- 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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Jump to the Document Review page
Comments Comment records that were added to plan review documents on the Review page will display the document name and page number, as shown below.
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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 will be granted for your own comments, your group(s) comments or all comments in the project.
- Select all comment records or choose the specific comments you wish to modify.
- Choose the desired batch action:
- Set Disposition: Change the comment disposition for the selected commentscomment records.
- Set Flag: Toggle the comment Flag on or off
- Copy as New: Duplicate selected comments.
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Depending on how permissions have been configured by your site administrator, your ability to modify comment records will be granted for your own comments, your group(s) comments or all comments in the project. |
About Comment Flags
About Comment Responses
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