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- Create and manage Correction Report templates by Purpose (For Permitting or Design Review)
- Modify the 'Corrections Report by Category' or and 'Corrections Report by Group' templates provided for new EPR deployments.
- Choose a sort order for grouping comment records.
- Using the 'EDIT REPORT TEMPLATE' choose from a list of pre-built 'drag and drop' components.
- Use the 'Save as New' feature to copy an existing Template to a New Template.
- Preview the Report Template to validate the layout and selected components.
- Delete a Report Template.
Options for Grouping Comments on your Correction Reports
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 | NoteNotes |
|---|---|---|---|---|
| 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 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). The Reviewer's information does not appear with this option. This option works best when Category list values (and optionally ,sub-category list values) are included in your Standard Comment Library records. |
Choosing a Comment Sort Order Option
Option 1 Example:
Category Grouping without Review Types
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Modifying Sample Reports
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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 | |||
| Report Project Info | |||
| Report Table | |||
| Report Title | |||
| Custom Text Editor |
Modify an Existing Template
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