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This article provides information about the Settings/Configuration/Comments Library page. Upload your standard comments and checklists into the Library to provide a resource for your plan review staff.

Prerequisites:

  1. Configure Groups for Permitting and Design Review Lists.
  2. Configure Review Types for Permitting and Design Review Lists.
  3. Configure Comment Sources for Permitting and Design Review Lists.
  4. Configure Categories and Sub-categories for Permitting and Design Review Lists (optional.)


Standard Comment records require:

  1. Comment content text (max. 8,000 characters).
  2. A Purpose (Permitting or Design Review)


Best Practices

 In addition to the required Purpose and content tex, include a Group and Comment Source for each comment record, at minimum. These records will be used to generate project comment reports, so the more optional fields you provide, the comprehensive your client deliverables will be. 


In this article:



Understanding the Comments Library

  • Standard comments uploaded to the Library can be inserted into plan review projects.
  • Comment records can be batch uploaded into the Library via the Sample Spreadsheet template (.CSV).
  • Comment records can be manually added/edited to the Library.Comments Library page
  • Comments flagged ‘in-active’ are not visible to users for plan review.
  • Where applicable, comment records should be associated to a Group and Review type, Comment source and Checklist name.
  • Comment records are associated to either For Permitting or For Design Review purpose.

Batch update features allow selected records to be:

  • Marked as active or in-active.
  • Copied as ‘New’ comment records.
  • Deleted.





Preparing Comments for Batch Upload

Follow these best practices to prepare standard comments for batch upload:

  1. Comments copied to the XLS/CSV template should be “Plain Text”.
    1. Bolding, italics, bullets, underlines and other formatting can be applied after the comment is uploaded.
    2. When pasting comments into Excel from your source document, right-click and choose to “Paste Values”. This pastes as ‘plain text’.
  2. During upload, data mapping is based on the Row 1 labels. Do not rename the column headers.
  3. Data that maps to any List Type is validated by the list item Label or Abbreviation as shown in the screen shot below.
    1. For each comment record being uploaded, provide either the entire item label or the entire item abbreviation to populate these columns in the spreadsheet.


List Type record example


Uploading to the Comments Library

  1. From the Comment Library page, download the CSV template using the download icon. Download template icon
  2. Enter the standard comment into the CONTENT column.
  3. Complete the other columns as shown below, validating that the Purpose, Review Type, Sources, Categories, Groups have matching Label or Abbreviation values.
  4. Set 'Active' to False only if the comment should be unavailable to users.
  5. Enter any text in the Checklist Name column desired, there is no corresponding List that manages checklist names. 
  6. Save the file in CSV or XLS format.
  7. Select the batch upload icon on the Comments Library page. Upload icon


Sample CSV template






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