This article describes how to create and manage Correction Report Templates. Correction Reports are used to return a list of open project comments to the project applicant/owner after plan review completes. . Select Configuration/Reports from the Navigation panel to open the Correction Report Template page.
No programming is necessary.
Features of the Correction Report Template Designer
- Create and manage Correction Report Templates for either Permitting or Design Review purposes.
- Modify an existing sample report Template (recommended).
- Choose an option for how comment records are grouped on the report.
- Choose the report components and layout for the Template.
- Customize the report text/layout using pre-built report components.
- Preview the report Template to validate the report layout.
- Delete a report Template.
- Create a new Template from scratch.
- Use the 'Save as New' feature to copy an existing Template to a New Template.
Prerequisites:
- Complete the information on the Environment/Address page.
| Info |
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Correction reports are generated on the Project Comment page. |
Prerequisites:
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In this article:
| Table of Contents |
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Features of the Correction Report Designer
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Modifying an existing sample report Template
Two sample correction report templates are provided in new EPR deployments. These templates can be renamed and modified as desired.
Choosing a Comment Sort Order Option
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 | Notes |
|---|---|---|---|---|
| 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. Groups and Review Types are sorted alphabetically. 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. Categories and Sub-categories are sorted numerically. 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). The Reviewer's information does not appear with this option. Categories and Sub-categories are sorted numerically. 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
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.
Create a New Correction Report template
Follow the steps below to create a new template:
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*Sorting Category and Sub-category list numerically
Relies on the numerical Sort Order Value of the Category and Sub-Category list records.
Correction Report Template Components
A Correction Report consists of the following components which may be dragged onto the Template, resized and reordered as desired.
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| 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 |
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Create a new Template
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Follow the steps below to create a new template:
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