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 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. 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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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
The comment record flag is provided as a means to communicate with external users, called Contributors to request feedback, etc. about the comment.
Comments not flagged do not require attention and will not generate an email alerting Contributors to login to the application.
In most situations, plan review project for permitting purposes will not utilize comment flags or comment responses.
For more information see The Contributor Role Explained.
About Comment Responses
When the Enable Response feature is on, the reviewer is inviting responses from project Contributors. If the Enable Response feature is off, the Comment record can be viewed, but not responded to.
For instructions on creating comments, see: Adding a Comment record.
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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 captures 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 Deleting comments should be performed only in very specific situations. For example, when a comment was created in error.
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