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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Agencies who have a list of common, frequently-used comments shared by staff can have these imported to EPR as “standard comments” into EPR’s Standard Comment Library tool.
Once comments have been imported ( by and an Admin), they are available for use by anyone who needs to add comments during a review. These comments can be inserted as-is or, once placed into a comment form, can be safely edited by users without altering the version stored in the library.
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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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