This article provides information about using the project Comments page. Open a project record by selecting the right arrow icon, and select the COMMENTS tab or, select Comments from the menu on the Plan Review page
...
| 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.
...
Batch Actions
All reports and exported comment records utilize whatever filters have been applied.
To activate the Batch Action menu, select one or many comment records.
...
Generating a Correction Report
Preparing a Correction Report requires these steps below.
- Set a filter on the Comment Disposition to include open comments. Closed comments should be excluded from Correction Reports.
- Optionally, choose other filters to define which comment records to include in the report.
- Choose the REPORT option at the upper right corner of the Comments page, as shown below.
- The Generate Report Report form will open, as shown below.
- Choose Select the appropriate Report namedesired Report Template in the drop down.
- Select 'SAVE AS ATTACHMENT' to generate the report and save it as a project attachmentAttachment.
- Optionally, select 'SHOW PREVIEW' to open the report in preview mode.
Making Edits to the Correction Report
To make edits to the Correction report, select 'SHOW PREVIEW' to open the report template in preview mode, then select 'EDIT REPORT'.
Once you are in edit mode, you may add new components and edit existing report instructions, table components and custom text editor components.
Select 'SAVE ATTACHMENT' to save your changes and generate the Correction report
...
.
NOTE: Editing the Comment list and document list components is not supported.
...
Export Selected Comments to CSV
...
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.
...