Pre-requisites:
The '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 the project where a review needs to be created.
You can create new review comments on a file revision to collaborate with other users on that particular project. Review comments created can be viewed and replied to by other project users having access to it.
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.
Follow the steps to open the required file in the viewer (on which a new review is to be created). Next, click the icon at the top right then click the
icon at the top right to create a new review.
A layered page appears with the title 'New Review'. To hide this layered page, you can click the icon. To see the layered page again (which is hidden), click the
icon.
To maximize the layered page, click the icon at the top right. Once maximized, to switch back the layered page to its original size, click the
icon at the top right.
Below is a description of the different fields available while creating a new review:
1. To - Click in the 'To' box to see a dropdown list of project users, distribution groups, roles, and 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, or organisation 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, and organizations will start appearing in the 'To' field. You can click on each of the recipients (selected users, distribution groups, roles, or organizations) to see relevant details as well as view or edit task details for each of the recipients.
By default, the 'For Information' task associates with all the users added in the 'To' textbox. To change the task, click the name of the specific user, distribution group, role, or organization for whom the task needs to be changed then select a different task from the dropdown. Next, select an expected date to complete that task from a calendar by clicking the 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 the switch is on and an email notification will be sent. If the switch is turned off, the envelope icon will then show in grey colour and an email notification won't be sent. Please note 'To' field is mandatory to fill.
As part of a file review distribution, the 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 for a file.
To expand distribution groups, roles, or organizations and find the users in them, click the
icon that will appear upon mouse hover on the concerned distribution group, role, or 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 an object and not as individual recipients from the object.Click the
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 the
icon corresponding to the name of selected distribution groups, users, roles, or organizations to remove them from distribution.
If there is a long list of users, distribution groups, roles, and organizations in the project, click 'Show All' opposite the relevant column header to see the 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, or organizations, you have the 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 the task to be assigned, due date and email notification switch on or off as required - then click the down arrow icon to bulk apply the selected option to all records selected below.
To clear all selected tasks, due dates and email notification options at once, click the 'Clear' option at the top left.
To close the dropdown list once you have selected recipients and task details, click the 'Close' option at the 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 - These status options can be edited and managed under file statuses on the project.
4. Title - Enter the 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 behaviour would depend on your project settings (for 'File Reviews / Model Comments default').
6. Comment - Enter a comment under the new review.
icon - Click the 'No Comment' icon if you don't have anything specific to comment.
icon - Click to attach external files from your computer. Clicking the icon, a layered page populates allowing you to select and upload files.
icon - Click the 'Association' icon to view association options which include '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.
icon - Click to view the toolbar having rich text options (appears as a top bar in the 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 the 'Add Comment' option and follow the same steps.
To edit or delete a saved comment created on the review, click the icon or the
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 the previous screen.
Related Articles: Reply to an Existing Review
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