Organizing Standard Comments - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

You can map standard comments to specific Review Types and Departments for convenient use by your reviewer users. Users will then be able to filter the list of standard comments to only see the comments that apply to the specified Department and/or Review Type.

To organize your list of standard comments, follow these steps:

  1. Open the Unity Client and select the Plan Review tab. The Plan Review window is displayed.
  2. Select the Organize Standard Comments option from Configuration tab in the ribbon. The Organize Standard Comments dialog box is displayed.
  3. Select a Review Type to map one or more standard comments to from the Review Types drop-down list.
  4. If desired, you can also select a Department from the Departments drop-down list to map the specified comment(s) to.
  5. Select one or more comments from the Available Comments list.
  6. Click on the Add Selected Items button. The selected comments are added to the Selected Comments field.
  7. Click Apply. The selected comments are mapped to the selected Review Type and Department.
  8. Click Close.