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From the Comment Library page, download the CSV template using the Download button (
). Enter the standard comment into the CONTENT column.
Complete the other columns as described below, validating that the Purpose, Review Type, Sources, Categories, Groups have matching Label or Abbreviation values.
Set 'Active' to False only if the comment should be unavailable to users.
If desired, use the 'Checklist Name' field to enter reference text (something like "Joyce's Checklist" or "Administrative Comments") that the comment owner will use as an additional filter option when searching for standard comments. Unlike other fields, checklist names do not need to be preconfigured in e-PlanREVIEW® (EPR) as a List Item; instead, these filter options are populated from the user-supplied data within this upload form.
Save the file in CSV or XLS format.
Select the Batch Upload button (
) on the Comments Library page.
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