Adding User Comments to a Project - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Electronic Plan Review
Foundation 23.1

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

To add a user comment at the project 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 ribbon group, click Review Comments.

    The Plan Review Comments pane is displayed.

  4. Click the Add Comment button.

    A new comment is added to the Plan Review Comments pane.

  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.

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