Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Correction Reports are typically used to return a list of open project comments to the project applicant/owner after plan review completes.  


Info

Correction reports are generated on the Project Comment page

...

The user selects

...

the

...

Choosing a Sort Option

Image Removed

comment records to include on the report and then generates the report.


Prerequisites:

None


In this article:

Table of Contents


...




Modifying Sample Reports

Two sample correction report templates for Permitting projects are provided in new EPR installations, as shown below:

Corrections Report by Category and Corrections Report by Group.

Image Removed

...




Options for Grouping Comments records

EPR provides some several options for how the comment records are grouped and sorted in the Comment List Component control.

By Category

By Group

Using the Report Template Designer,

Prerequisites:

None

In this article:

toc on the report templates, as shown below:


Image Added




Option 1st Data Field2nd Data Field3rd Data FieldNote
1GroupReview TypeReviewer NameChoose this option to sort comments primarily by Group and then, optionally by Review Type, followed by the Reviewer's First and Last name, Reviewer's email address and phone number. This option works best when Review Type list values are included in your Standard Comment Library records.
2CategorySub-categoryReviewer Name

Choose this option to sort comments primarily by Category and then, optionally by Sub-category, followed by the Reviewer's First and Last name, Reviewer's email address and phone number. This option works best when Category list values and optionally, sub-category list values are included in your Standard Comment Library records.

3CategorySub-category-Choose this option to sort comments primarily by Category and then, optionally by Sub-category. This option works best when Category list values and optionally, sub-category list values are included in your Standard Comment Library records.





Create a New Correction Report template



Follow the steps below to create a new template:






Image Added


Correction Report Template Components

...

Modify an Existing Template


Create a New Report

...






Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@10c5c
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "kb-how-to-article" and type = "page" and space = "EKB"
labelskb-how-to-article

...