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Create a Design Review Issue In a Workflow 

Design Review Issues (DRI) can be logged from the Markup button or the Review Online button.

  1. From the workflow screen click on the Start Online Review or Mark Up markup Button.

  2. Either of these will load the drawing preview with the markup toolbar.

Create a Design Review Issue Outside of a Workflow

To log a DRI outside of a workflow.

  1. Navigate to publication space and the drawing you want to markup.

  2. On the Toolbar click on the markup button.

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Using a Call Out

  1. Click on the Call Out icon shown in the image below.  This will create a DRI for a specific area on the drawing. 

  1. When a callout is drawn, the DRI title and the "Further Details" field are populated. Draw a callout where the DRI is.

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  1. If there are required custom fields configured for your form (refer herefor configuration), a popup window appears.  Fill in the details.

  1. Users can edit the further details field by responding to the DRI.

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Further Details Field Use

  • This field can be added to grids and saved searches.

  • Supports column filtering with "contains" functionality as it is a text field.

  • Available in advanced search criteria as a text field.

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  1. Once you have completed your review by choosing a Review Verdict, the DRI will be recorded in the markup area. 

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Note

You can add any markup before or after you create the DRI.

  1. 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

  1. As per above, this time click on the Log Issue button.  This will log a DRI for the whole drawing.

Note

This Design Issue will not create a Layer.

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  1. The new DRI will appear as a pop up.

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  1. Save and Close the DRI. 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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NoteYou can add any mark up before you create the DRI as before

  1. .

Advanced Mode DRI

When the Design Issue process is set to Advanced by your administrator, any mark ups markups done before you draw a call out mark up markup will be put into a single Design Issue.

As an example you could add an arrow, a circle and then a callout mark upmarkup. This creates a single Design Issue with all 3 mark upsmarkups.

Notice the full toolbar is available to you now.

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  1. Add the mark ups markups as required.

  2. Then draw the call out the mark upmarkup.

  3. This will then create the Design issue automatically.

 

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