Create a Design Review
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Issue
Design Review Issues (DRI) can be logged from the Mark Up button or the Review Online button.
1. From the workflow screen click on the Start Online Review or Mark Up Button.
2. Either of these will load the drawing preview with the markup toolbar.
Using a Call Out
3. Click on the Call Out icon shown in the image below. This will create a DRI for a specific area on the drawing.
4. Draw the Call Out where you want to make the DRI.
5. A pop up window appears. Choose a category for the DRI.
6. Choose a critical rating for the DRI.
7. The DRI is created and can be found in the Issue tab on the right-hand side of the preview window.
Using the Log Issue Button
8. As per above, this time click on the Log Issue button. This will log a DRI for the whole drawing.
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This Design Issue will not create a Layer. |
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9. The new DRI will appear as a pop up.
10. Submit the DRI and it can be found in the Issues Tab on the right-hand side of the preview window.
Finalise the Workflow Review
11. Once you have completed the workflow review, the DRI will be recorded in the Mark Up area.
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| Note that you You can add any mark up before you create the DRI as before. |
Viewing the Design Issue List
There are 2 ways you can view the list of existing Design issues
1) From the workflow - click on the icon indicating the number of DRI's per revision
2) When in the markup screen click on the Issues tab
Overview of the DRI List
Here is a quick overview of all the elements on the DRI list screen
Filtering the DRI list
By Status
You can filter the DRI list by status by clicking on the status count at the top.
For eg: Click on the 2 number for Open and it will filter the list to show just DRI's in Open status
Clicking on the To Be Checked icon will filter the list to show just the DRI's in To be Checked status
Show all
The Show all option will show all DRI's available for this revision including the Closed/resolved ones
How to open/view a DRI
To view from the Workflow
- Click on the DRI count indicator to load the DRI list
- Click on the DRI row you want to open
To view from the document preview page
- Click on the Issues tab to load the DRI List
- Click on the DRI row you want to open
To view from the hotlist or notification list
Click on the notification for the DRI
or Click on the Hotlist item for the DRI
How to add a comment to a Design review issue
- Open the DRI
- Add your comment
- Click Add.
How to change the status of a design review
Manually change the status
- Open the DRI
- Change the status
- Click Submit
Using action buttons
The standard DRI document type comes pre-built with our standard workflow for the DRI along with Status Action Buttons that change the status of the document with one-click
This standard configuration means that when the DRI is an open status you will see the Issue Fixed button
When clicked it will change the status of the DRI to To be Checked.
While it is in this status you will see 2 buttons which are Fail and Issue Resolved.
Clicking on Fail would change the DRI status back to Open as the issue has not been resolved
Clicking Issue Resolved would close the DRI and change its status to resolved.
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Advanced Mode DRI
When the Design Issue process is set to Advanced by your administrator, any mark ups done before you draw a call out mark up will be put into a single Design Issue.
As an example you could add an arrow, a circle and then a callout mark up. This creates a single Design Issue with all 3 mark ups.
Notice the full toolbar is available to you now.
1. Add the mark ups as required.
2. Then draw the call out the mark up.
3. This will then create the Design issue automatically.
