Resolving Open 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

When a plan document has one or more open comments on it, it will be included in any Review Plan Sets generated for this project. To make sure you are publishing the most accurate and up-to-date documents possible, you should always resolve any open comments that have been fixed in the latest version of a project document. To resolve any existing comments, follow these steps:

  1. Open a Plan Review project.
  2. Select the Plan Review pane from the ribbon.
  3. Select the Review Comments option. The Plan Review Comments pane is displayed.
    Tip:

    You can filter the list of available comments by a specific Department, Reviewer, Status, or Visibility by selecting the Filter icon.

    When applying a filter to the Review Comments list, note the following:

    • When viewing comments inside the Viewer, new review comments are displayed in the Plan Review Comments list, even if they do not fall within the filter parameters. After the document has been saved, the new review comments are filtered out if they do not fall within the filter parameters.

    • When viewing comments outside the Viewer, new review comments are automatically saved, which if excluded by existing filters, will be filtered out immediately after being added and exiting the text box. When Standard Comments are added, it may seem as if they are not added to the list because they may be immediately filtered out.

    • When all applied filters are removed, all comments are displayed.

  4. Select an available comment. The Plan Review Comment dialog box is displayed.
  5. Select Resolved from the Status drop-down list.
  6. Enter your comment in the Resolution field. This field is often used to store your reason or justification for marking the comment as Resolved.
  7. Click OK.