Comments allow review staff to provide applicants with feedback on their reviews, either pointing to issues that require resolution or simply providing guidance. Staff with permissions can add comments in EPR either directly onto a document page during their review or add project-level comments from the project’s COMMENTS tab.
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Dropdown | Description |
Group * | Denotes user affiliation; often a discipline, division, department, or equivalent. Group should be preselected automatically and displays the Group you are representing. The Group cannot be changed or transferred to another Group. |
Comment Disposition * | The comment status. New comments should display as “Open” (or equivalent agency label) and resolved comments should be updated to “Closed” (or agency equivalent). Closed comments will not appear on the deliverable PDF files or comment corrections reports returned to the customer. |
Impact | Can be used to emphasize relative importance of a project comment. Available if your agency has configured values for this list. |
Review Type | Can be used to denote a specific discipline affiliation for assignments when multiple assignments exist within a single Group for the same document. Available if your agency has configured values for this list. |
Category | Can be used to organize a comment under a certain value so that it sorts with similar values in a comment report letter. Available if your agency has configured values for this list. |
Subcategory | Can be used to organize a comment under a certain sub-value so that it sorts with similar sub-values in a comment report letter. Available if your agency has configured values for this list. |
Assigned To | If your agency has adopted the process of “assigning comments” “assigning comments” to inform another project team member that a reply is being requested, set the assignee (another project team member) here. They will be notified that a comment has been assigned to them. If not, you can safely ignore this field. |
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The comment pop-up also shows icons for additional comment tag features along the bottom.
Additional Comment Tag Features
Clicking on any of the shortcuts/icons along the bottom of the comment pop-up will…
Feature | Icon | Description | Notes |
|---|---|---|---|
View Details / Edit |
| Click to open the Comment Form for viewing or editing. | When you reopen a saved comment it will now display four tabs: DETAILS, RESPONSES, ATTACHMENTS, and LOGS. |
Close/Open |
| Click to quickly switch the comment disposition between the default “Open” and default “Closed” values configured by your agency. | To switch the comment disposition to values besides the two defaults, open the Comment Form and edit in the Disposition dropdown. |
Reposition |
| Click to indicate you want to move the comment tag to a new location, then click elsewhere on the document page to move the tag to that spot. | You cannot click behind the existing comment tag when repositioning a comment. |
Pin/Unpin |
| Click Click | Pinned comments display on the document page in EPR as well as on the PDF whenever printed. Unpinned comments display as tags on the PDF and their full text is visible in the PDF viewer comment panel. |
Reply to Comment / Response Disabled |
| Click Click Turn off responses by opening the Comment Form and clicking on | This feature is designed for reviewers who are expecting direct feedback to their comments within EPR, such as those who have Contributors or use the ReviewSessionTM feature. |
Attachments |
| Click | View existing attachments by clicking download ( |
Unpublish/Publish |
| Click Click | This feature is intended for users to hide (“unpublish”) comments that are only partially complete or that must be re-evaluated before sending them to an applicant. |
Flag/Unflag | | Click | This feature is usually used in conjunction with enabling responses. |
| Info |
|---|
Response Enabled, Unpublish,and Flag are typically used when feedback from external sources (such as project owners, applicants, or even external team members) is necessary. |
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Editing Comments
Comments can be edited by their creator or by other users with rights at any point after they are saved.
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