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.
Correction reports are generated on the Project Comment page.
The user selects the comment records to include on the report, generates the report in Preview Mode and may make edits to the report body prior to saving the report as an Attachment.
Prerequisites:
None
In this article:
Features of the Correction Report Designer
- Create and manage Correction Report templates by Purpose (For Permitting or Design Review)
- Modify the 'Corrections Report by Category' and 'Corrections Report by Group' templates provided for new 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 | 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. 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). 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
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:
Correction Report Template Components
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
Create a New Report
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