This article describes how to create and manage Correction Report Templates.
Correction Reports are typically used to return a list of open project comments to the project applicant/owner after plan review completes.
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Correction reports are generated on the Project Comment page. |
Prerequisites:
None
In this article:
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Modifying Sample Reports
Two sample correction report templates for Permitting projects are provided in new EPR installations, as shown below:
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Features of the Correction Report Designer
Options for Grouping Comments records
EPR provides several options for how the comment records are grouped on the report templates, as shown below:
| Option | 1st Data Field | 2nd Data Field | 3rd Data Field | Note |
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| 1 | Group | Review Type | Reviewer Name | Choose 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. |
| 2 | Category | Sub-category | Reviewer 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. |
| 3 | Category | Sub-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. |
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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.
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Create a New Correction Report template
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A Correction Report consists of the following components :which may be dragged onto the Template, resized and reordered as desired.
| Component | Description | Required | Locked |
|---|---|---|---|
| Report Header | |||
| Report Instructions | |||
| Report Logo | |||
| Report Document List | |||
| Report Comment List | Yes | Yes | |
| Report Footer |
WYSIWYG Editor
Edit Page Margins
Address information
Project information
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| Report Project Info | |||
| Report Table | |||
| Report Title | |||
| Custom Text Editor |
Modify an Existing Template
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