Adding Standard Comments to a Document - 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

Standard comments are pre-defined comments that are created by a system administrator. Standard comments can provide a convenient way to quickly add often-used comments to documents.

Note:

Depending on the configuration of your system, standard comments may not be available.

To add a standard comment:

  1. Select the Plan Review tab. The Plan Review ribbon is displayed.
  2. Open the Plan Review project to add comments to.
  3. From the Project Documents section, select a document to add a standard comment to.
  4. From the Plan Document ribbon group, click the Comment button and select Add Standard.

    The Standard Comment dialog box is displayed.

  5. Select a department from the Department drop-down list. This is the department to which the comment is assigned. If the department is left blank, the first value in the drop-down list is selected. The department that is selected is retained in the next new comment.
    Tip:

    If you typically create comments from a single department, you can click the Set as Default Department button (the pushpin icon to the right of the Department drop-down list) to set the currently selected department as your default. When you create a new comment, the Department field is automatically populated with your default department even if a different department was selected in a previously created note.

  6. Select the Review Type or the Department option to filter the list of comments by these filter types. When selected, only comments mapped to the current department and/or review type are displayed.
  7. Select the comments you want to add to the document. You can add more than one standard comment at a time. Comments already applied to the document or project display Yes in the Assigned column.
    Tip:

    You can preview the full text of a comment by hovering your mouse over the Comment Text field of the selected comment.

  8. Click Apply. All selected comments are added to the selected document.
    Note:

    When you add a comment to a document, the page number of the currently displayed page is assigned to the comment.