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Create a Review on a File When Viewing

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Pre-requisites:

  • The 'Enable Comment Review' setting should be enabled on the project to create 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. Project users with access can view and reply to review comments.

Since review comments are intended for review purposes, each comment made during the file revision review can have a specific status, allowing them to be reviewed separately. Any replies made to 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 has to be created). 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. You can click the icon to hide this layered page. Click the icon to see the layered page again (which is hidden).

To maximise the layered page, click the icon at the top right. Once maximised, click the icon at the top right to switch back the layered page to its original size.

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 organisations from which you can add recipient/s for distributing this review by manually selecting their names using the corresponding checkboxes. If needed, 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 organisations will start appearing in the 'To' field. You can click on each recipient (selected users, distribution groups, roles, or organisations) to see relevant details and view or edit task details for each recipient.

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

  • As part of a file review distribution, the selected task will be distributed to individual project users with access to that file. Click here to explore tasks related to a file.

  • To expand distribution groups, roles, or organisations and locate their users, click the icon when you hover over the relevant distribution group, role, or organisation.
    Note - Selecting a distribution group, a role, or an organisation is considered an object. When pre-populating them in the future, these will be pre-populated as objects, not as individual recipients.

  • Click the icon if you need to give other tasks to the same user. You can do this by selecting individual users or those in a particular distribution group or role.

  • Click the icon corresponding to the name of selected distribution groups, users, roles, or organisations to remove them from the distribution.

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

  • When assigning a 'For Information' task to anyone, you may or may not choose a due date. However, you must select a task due date for other task types.

  • If you assign tasks to multiple users, distribution groups, roles, or organisations, you can apply values in bulk directly from the top header. Enter the required values to apply in bulk from the top header, such as 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 selected records below.

  • Click the 'Clear' option at the top left to clear all selected tasks, due dates and email notification options simultaneously.

Once you have selected recipients and task details, click the 'Close' option at the top left to close the dropdown list.

2. Review Disciplines - Select any one option to continue. Options available by default include 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 to mark the review being created as private, otherwise turn it off. The default behaviour would depend on your project settings (for 'File Reviews / Model Comments default').

6. Comment - Enter a comment under the new review.

  • (No Comment) icon - Click the 'No Comment' icon if you have nothing specific to comment.

  • (Attachment) icon - Click to attach external files from your computer. A layered page populates, allowing you to select and upload files.

  • (Association) icon - Click the 'Association' icon to view association options, which include 'Associate Files', 'Associate Reviews' and 'Associate Apps'.

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

  • (Show Toolbar) icon - Click to view a toolbar with rich text options you can use while creating the review comment. The rich text options appear as a top bar in the comment box.

  • (Save) 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 you have entered all comments for the review, click the Submit option.

Click 'Save Draft' if you need to edit and submit later. If you don't want to save any of the changes you made, click 'Cancel' to return to the previous screen.


Related Articles: Reply to an Existing Review


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