Create Review on File
Updated this week

Pre-requisites:

  • 'Enable Comment Review' setting should be enabled on the project for creating a review.

  • You need to have the role privilege 'Can Create Review' on project where review needs to be created.

    • In case you need to create a private review, you will need the role privilege 'Can Create Private Review' on project where review needs to be created.

You can create new review comments on any of the file revisions accessible to you and collaborate with other users on the project. Review comments created can be viewed and replied to by its recipients and other users having access on the file review including file publisher and folder administrator/s as applicable.

Since review comments are created for review purposes, every such comment created on a file revision can have a specific status based on which they can be reviewed separately. Please note any replies created on a review comment won't have a separate status.

To start a new review, select the project folder under the 'Files' tab then select single or multiple files in which a new review is to be created using the corresponding checkboxes. Now, right click and select 'New' then select 'Create Review'.

Alternately, click on icon at top right. Under 'Files' section, select 'New' then select 'Create Review'.

Below is a description of different fields available while creating a new review:

1. To - Click in 'To' box to see a dropdown list of project users / distribution groups / roles / organizations from which you can add recipient/s for distributing this review, by manually selecting their names using the corresponding checkboxes. If required, type in the initial characters of the user's name / name of distribution group / role name / organization name to get auto-suggestions based on the same, then select the required names using the corresponding checkboxes. Accordingly, the selected users / distribution groups / roles / organizations will start appearing in the 'To' field. You can click on each of the recipients (selected users / distribution groups / roles / organizations) to see relevant details as well as view or edit task details for each of the recipients.

By default, 'For Acknowledgement' task associates to all the users added in the 'To' textbox. To change the task, click on the name of specific user / distribution group / role / organization for whom the task needs to be changed then select a different task from dropdown. Next, select an expected date to complete that task from a calendar by clicking on icon. The icon is a switch option which helps you specify whether or not you need to send an email notification for each user who is being assigned a task selected as part of the distribution. A yellow envelope icon indicates that switch is on and email notification will be sent. If switch is turned off, the envelope icon would then show in grey color and email notification won't be sent.

Please note that 'To' field is mandatory to fill.

  • As part of a file review distribution, selected task will be distributed to individual project users having access to that particular file. Click here to understand different tasks that can be assigned on a file.

  • To expand distribution groups / roles / organizations and find the users in them, click on icon that will appear upon mouse hover on the concerned distribution group / role / organization.
    Note - Selecting a distribution group, a role or an organization is treated as an object, and when pre-populating them in any future case, they will be pre-populated as entire object and not as individual recipient/s from the object.

  • Click on icon in case you need to give other tasks to the same user. You can do this for individual users as well as users in a particular distribution group or role.

  • Click on icon corresponding to the name of selected distribution group/s, user/s, role/s or organization/s to remove them from distribution.

  • If there is a long list of users / distribution groups / roles / organizations in the project, click on 'Show All' opposite the relevant column header to see complete list as required.

  • While assigning a 'For Information' task to anyone, it is not mandatory to select a task due date. For other types of tasks, it is mandatory to select a task due date.

  • If assigning tasks to multiple users / distribution groups / roles / organizations, you have an option to bulk apply values from the top header directly. Enter required values that you want to apply in bulk from the top header - like task to be assigned, due date and email notification switch on or off as required - then click on icon to bulk apply the selected option to all records selected below.

  • To clear all selected tasks, due dates and email notify option at once, click on 'Clear' option available at top left.

To close the dropdown list once you have selected recipients and task details, click on 'Close' option available at top left.

2. Review Disciplines - Select any one option to continue. Options available by default are - Architect, Contractor, Electrician, Engineer and Mechanic. These options can be edited and managed as configurable attributes on the project.

3. Suggested Status - Select a suggested status for this file review. These status options can be edited and managed under file statuses on the project.

4. Title - Enter title text for the new review. This is a mandatory field.

5. Mark as Private - Turn on the switch to mark the review under creation as private. Else turn off the switch to mark the review under creation as private. Default behavior would depend on your project settings (for 'File Reviews / Model Comments default').

6. Comment - Enter a comment under the new review. You can specifically mention a project member in your review comment by typing '@' and then select name of that particular member wherever required from the suggested dropdown list. Type the initial characters if there is a long list of project members to filter the list accordingly.

Such members will be added as recipients to the review automatically and will also get a separate 'Read' task on the review.

  • icon - Click if you don't have anything specific to comment.

  • icon - Click to attach external files from your computer. A layered page populates allowing you to select and upload files from your local device storage.

  • icon - Click on 'Association' icon to view association options which includes 'Associate Files', 'Associate Reviews' and 'Associate Apps'.

    • Associate Files - Click to associate documents to this review comment. Clicking the link, a layered page populates displaying the files you can select to associate with the review comment being created.

    • Associate Reviews - Click to associate other review comments to this review comment. Clicking the link, a layered page populates displaying the file review comments you can select to associate with the review comment being created.

    • Associate Apps - Click to associate forms to this review comment. Clicking the link, a layered page populates displaying the forms you can select to associate with the review comment being created.

    • Associate Markups - Click to associate markups to this review comment. Clicking the link, a layered page populates displaying the markups you can select to associate with the review comment being created.

  • icon - Click to view toolbar having rich text options (appears as a top bar in comment box) that you can use while creating the review comment.

  • icon - Click to save the review comment you entered.

To enter additional comments within the same review, click on 'Add Comment' option and follow the same steps.

To edit or delete a saved comment created on the review, click on icon or icon corresponding to the comment as applicable.

Once done with entering all comments as needed for the review, click on 'Submit'.

Click on 'Save Draft' in case you need to edit and submit later. If you don't want to save any of the changes you made, click 'Cancel' to go back to previous screen.

Click here to understand how to view file reviews once created.


Related Articles: Reply on a Comment Review


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