Fidrel

Design review

A design review comment sheet built from the drawing itself

A design review comment sheet is the table in which reviewers list their comments on a set of drawings and the design team records a response to each. It works until the comments outgrow it: a reference to grid C4 on level 2 is only as good as the reader’s patience, and the response column fills up with see e-mail. Fidrel keeps each comment where it was made, on the drawing, and builds the sheet from those markups whenever you need one.

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A coordination review in Fidrel on a laptop with numbered markups on a floor plan, the RFI list on a tablet and the review on a phone

Why comment sheets fall apart

The comment loses its place

The sheet says door to riser cupboard, level 3. The designer finds three such doors on the drawing and answers the wrong one.

Responses scattered across inboxes

Whoever has the spreadsheet open fills in the response column, two people overwrite each other, and the latest answer sits in somebody’s e-mail.

Nobody knows what is still open

After three rounds the sheet holds sixty rows, and the only way to see which comments are closed is to read every response from the top.

The columns a comment sheet needs

A workable comment sheet carries a reference number for each comment, the drawing number and revision it refers to, where on the drawing it applies, the comment itself, who made it and when, who is to act and by when, the response, and a status that says whether the item is closed. Many teams add a code for the kind of comment, such as a query, an error or a request for further information, so that the design team can sort the sheet before answering.

Reviews, RFIs & issues
A Fidrel review of floor plan A-102 with five participants, numbered markups and a comments list showing each comment’s status

Fidrel’s review report as the comment sheet

In a Fidrel review the report is generated from the markups and goals in the review, in number order, with one row each: No., Type, File, Page, Text, Status, Assignee, Due, Created by and Created. It follows whatever filter is set, so you can export only open items, only your own, a single file or one assignee’s items. The File column names the file of the exact revision the markup was drawn on, so a comment cannot drift to another issue of the drawing.

Issues and deviations in Fidrel with ID, title, type, status, owner and due date, and views for All, Mine, Open, Overdue and Closed

Running a review that produces its own comment sheet

  1. Step 1

    Start the review

    Choose Start review and give it a title, instructions, a deadline and participants. Review an existing document at its latest revision, the latest files in a folder, or files uploaded straight into the review.

  2. Step 2

    Comment on the drawing

    Each reviewer marks up the drawing with clouds, arrows, pins or text. Every markup is numbered in turn and carries its own thread, where the design team’s answer is written.

  3. Step 3

    Answer and close each comment

    Set each markup to In progress and then Resolved, or to Rejected when the comment is not accepted. Give a markup an assignee and a due date to make plain who must act and by when.

  4. Step 4

    Decide and export

    Each participant approves the document or requests changes. Close the round with an outcome, then download the review report as an Excel workbook or as a PDF.

Approving with comments

Each participant gives a decision on the document, approve or request changes, and approval waits while action goals are still open. The person who started the review closes it with one of three outcomes: Approved; Approved with comments, which means the comments are taken into the next revision; or Not approved, which needs a reason. The outcome is shown to every participant and can be written to the reviewed revisions’ status.

When the next revision arrives mid-review

A review stays on the revision it was started on and says so when a newer version is uploaded. While it is open, the person who started it or an administrator can move the open markups and goals onto the latest revision. The originals remain on the earlier revision with their history, so the record still shows what was said about which issue.

What the review report leaves out

Replies in a markup’s thread are not in the report; it carries each markup’s own comment, status, assignee and due date. The report is produced on demand and not stored as a dated record, so download it after each round if you need one per round. Markups cannot be drawn on Word, Excel or PowerPoint files; a review of those takes written comments or goals in the list, or a PDF of the file. Participants and assignees must be members of the project.

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Design review

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A table listing reviewers’ comments on design drawings, each with a reference, the drawing and revision concerned, the design team’s response and a status, so that every comment can be followed through to a close.