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A panel with comment filter options
A comment table header with:
With Comment sort options (by default)
With Comment batch update options (after one or more comments are selected)
A comments table listing project comments:
With Comment Features
With Flags, Responses, and Other Information Icons
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The Filters Panel
The “Filters”Panel on the left side of the comments list includes several options filters for narrowing down the comment results displayed in the table itself. These filters can be useful when trying to look up comments or when manually creating a corrections report letter that only includes a specific subset of comments.
Filter Name | Filter Type | Description | |
|---|---|---|---|
Search | Text Field | Filter for comments that include the typed word or phrase. |   |
RESET FILTERS | Button | Click to clear all filters. | |
Start Date | Date Field | Filter for comments updated after the selected date. | |
End Date | Date Field | Filter for comments updated before the selected date. | |
Comment Responses | Checkbox Dropdown | Filter for comments Without Responses, With Read Responses, or With Unread Responses. | |
Attachments | Checkbox Dropdown | Filter for comments With Attachments or Without Attachments. | |
Responses Enabled | Checkbox Dropdown | Filter for comments with Responses Enabled or Responses Disabled. | |
Documents | Checkbox Dropdown | Filter for comments placed on the selected file(s). To select comments not on a file, click Project Comments. | |
Reviewers | Checkbox Dropdown | Filter for comments placed by the selected user(s). | |
Group | Checkbox Dropdown | Filter for comments placed by the selected Group(s). | |
Comment Disposition | Checkbox Dropdown | Filter for comments with the selected Comment Disposition(s). Use this filter to exclude closed comments from reports. | |
Impact | Checkbox Dropdown | Filter for comments with the selected Impact(s). | |
Review Type | Checkbox Dropdown | Filter for comments with the selected Review Type(s). | |
Category | Checkbox Dropdown | Filter for comments with the selected Category(ies). | |
Subcategory | Checkbox Dropdown | Filter for comments with the selected Subcategory(ies). |
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Feature | Icon | Description |
|---|---|---|
Select All | 🔲 | Click to select all comments within the comments table list. |
COMMENT AS [ ] |   | Click to change the group you represent while adding or editing comments. |
Insert Comment |
| Click to add a new comment tied to this project but not to a specific document page. |
Insert Standard Comment(s) |
| Click to add one or several new comment(s) tied to this project but not to a specific document page (best for inserting a standard checklist of comments). |
SORT BY FLAG |  | Sort comments by Flagged ( |
SORT BY COMMENT# |  | Sort comments by comment number (ascending or descending). |
SORT BY GROUP |  | Sort comments by group. |
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Unlike when using “Response Enabled” alone, assigning a comment adds an additional a checkbox field in into the comment’s RESPONSES tab which the assignee is expected to click on to acknowledge the request and close it out. This optional acknowledgement is a good way to keep track of ensure the intended person has seen specific or high priority comments requiring responses and that the intended persons have seen them. that may require a response.
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Once the comment assignment is checked (to mark it “Completed”), or if it is unassigned, the icon will disappear and the badge showing number of assigned comments will update.
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| Info |
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Most often, this type of assignment will be done by plan reviewers (of any user role) to Contributors as a way to both inform and emphasize that they must respond to these comments. |
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