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' or '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

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
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.

Choosing a Comment Sort Order Option

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	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