Adding User 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

User comments are custom comments created by the user to address a specific issue.

To add a user comment at the document level:

  1. Select the Plan Review tab. The Plan Review window is displayed.
  2. Open the Plan Review project to add comments to.
  3. From the Project Documents section, select one or more specific documents.
  4. From the Plan Document ribbon group, click the Comment button and select Add.

    The Plan Review 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. To make the comment visible only to other OnBase users, select the Internal Only option. If this option is not selected, external submitter users can see the comment.
  7. Enter your comment in the Comment field.
  8. Click OK. Your comment is added to the selected documents.

    The Revision number above the Comment field indicates the number of the document revision that the comment is added to.

    The Resolution field is used when resolving a comment, and should be left blank during comment creation.

    Note:

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