This article provides information about using the project Comments page. Open a project record by selecting the right arrow icon, and select COMMENTS.the COMMENTS tab or, select Comments from the menu on the Plan Review page
Prerequisites:
- A Project must already exist.
- The user must be a member of the Project or have Global Access permissions to the project.
- To add comments:
- The user must belong to at least one Group.
- The user's Role must be granted view and add permissions to Project Comment-Details
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Several filtering options are provided.
| Filters | Description |
|---|---|
| Start and End Dates | Use the start and end dates to find comments updated within the date range. |
| Responses | Filter comments by Responses enabled or disabled. |
| Documents | Filter comments contained in specific plan review documents associated to the project. |
| Reviewers | Filter comments created by specific users in the project. |
| Group | Filter comments by groups. |
| Comment Disposition | Filter comments by disposition. Choose an OPEN Disposition prior to generating Correction reports. |
| Impact | Filter comments by Impact. |
| Review Type | Filter comments by Review Type/Discipline. |
| Category | Filter comments by Category. |
| Subcategory | Filter comments by Subcategory. |
| Info |
|---|
The filter names that appear here may not reflect your particular configuration if 'custom' names have been applied to the List name in the Configuration/Lists page. |
Sorting comments
In addition to filtering, comments can be sorted in ascending or descending order.
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Exporting Comments
Generating a Correction Report
Preparing a Correction Report requires these steps:
- Set a filter on the Comment Dispostion to include open comments. Closed comments should be excluded from Correction Reports.
- Optionally, choose one or more Groups to include in the report.
- Select the Checkbox at the upper left corner of the page, as shown below.
- Only selected comment records will be included in the export report.
- Choose the EXPORT Report option at the upper right corner of the page, as shown below.
- The Export form will open.
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- Comments and sketches created in prior submittals will be carried forward to the latest submittal. Users will no longer be allowed to mark up the prior submittal.
- Previously created plan review assignments will be pointed to the latest submittal so the reviewers may continue their work using the latest submittal.
- Plan review assignments that were unfinished will be reset to a 'Not Started' status.
- Plan review assignments that were finished will be reset to a 'Not Started' status.
- Plan review assignments that were Approved in the prior submittal may also be reset to a 'Not Started' status to trigger a review on the latest submittal, depending on configured settings.
- See 'Reset Approved Assignments' for instructions.
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Exporting Comments to a CSV file
Repeat steps 1-3 above.
Choose EXPORT TO CSV FILE
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The comment record flag is provided as a means to communicate with external users, called Contributors to request feedback, etc. about the comment.
Comments not flagged do not require attention and will not generate an email alerting Contributors to login to the application.
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