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:
- Performing batch actions on selected comments.
- 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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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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