Content Comparison

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” 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.

DETAILS

Contains the comment text and other information that displays on the review page, the comment panel, the comments tab, and on all deliverables such as comment report letters and printed PDFs returned to applicants. Edit your comment in this tab.

RESPONSES

Displays the original comment followed by any responses to that comment. If the comment is updated, the updated version displays followed by any additional responses. To add a response ( ), responses must be enabled by the comment creator or an Admin.

ATTACHMENTS

Allows users with rights to add attachments ( ) to the comment for reference. These attachments are listed within this tab and will be returned to the applicant as additional files along with the marked-up documents at the end of the review.

LOGS

Displays an audit log of field-level edits made to the comment, including both comment text, disposition, and other dropdown values. Check the comment log to determine when a change happened or who performed the change.

1. Click on the tag ( ).

2. Click on Close/Open ( ) at the bottom of the comment pop-up to switch from the current disposition to the other.

1. Click on the tag ( ).

2. Click on View Details ( ).

3. In DETAILS, click the Comment Disposition dropdown and select the desired status.

4. Click SAVE to confirm update and close the form.

1. Double-click on the tag ( ).

2. Click on a new location on the document page.

1. Click on the tag ( ).

2. Click on Reposition ( ).

3. Click on a new location on the document page.

1. Click on the tag ( ).

2. Click on Response Disabled ( ) to switch it to enable responses for this comment.

1. Click on the tag ( ).

2. Click on View Details ( ).

3. In DETAILS, click the button beneath the dropdowns.

4. Click SAVE to confirm update and close the form.

1. Click on the tag ( ).

2. Click on Reply to Comment ( ) to open the RESPONSES tab.

3. Click Add ( ) on the lower right.

4. In the “Reply” form, type in your message.

5. Click Confirm to add your message to the existing response thread. It will display beneath the comment, in the order it was added.

1. Click on the tag ( ).

2. Click on View Details ( ).

3. Click on the RESPONSES tab.

4. Click Add ( ) on the lower right.

5. In the “Reply” form, type in your message.

6. Click Confirm to add your message to the existing response thread. It will display beneath the comment, in the order it was added.

1. Click on the tag ( ).

2. Click on View Attachments ( ) to open the ATTACHMENTS tab.

3. Click Add ( ) on the lower right.

4. In the “Attachment Manager” form, either drag and drop a file or click Select Files to search for a file to upload.

5. Click UPLOAD to add your file.

1. Click on the tag ( ).

2. Click on View Details ( ).

3. Click on the ATTACHMENTS tab.

4. Click Add ( ) on the lower right.

5. In the “Attachment Manager” form, either drag and drop a file or click Select Files to search for a file to upload.

6. Click UPLOAD to add your file.