New Comments Menu (Web) - How to guide

Objective

Every comment now has an options menu, so users can expand, edit, duplicate, copy, move or delete a comment from one place. The menu also includes Move To and Copy To, which let users send a comment to another category, line or template in the same report without retyping it.

Key Benefits

Manage a comment (expand, edit, duplicate, copy text, delete) from a single options menu
Duplicate a comment to reuse the same title, description, rating, location and media
Move a comment to a different category or line when it was added in the wrong place
Copy a comment to another category or line while keeping the original in place
Move or copy comments to other templates in the same report
Search for the destination category or line instead of scrolling the full list
Stay on the current line or category after a move or copy, so your place in the report is not lost

How It Works

Open the Comment Options Menu

Each comment has an options menu. Select it to see the actions available for that comment:

Expand / Collapse
Edit
Duplicate
Copy Text
Move To
Copy To
Delete

Expand or Collapse a Comment

Open the options menu on the comment.
If the comment is expanded, the menu shows Collapse. Select it to collapse the comment.
If the comment is collapsed, the menu shows Expand. Select it to expand the comment.

Edit a Comment

Open the options menu and select Edit.
Make your changes to the comment.
Save the comment.

Duplicate a Comment

Open the options menu and select Duplicate.
A copy of the comment is created. The duplicate is fully independent of the original, so changes to one never affect the other.
The duplicate includes everything on the original comment, including ratings, location and media.

Copy Comment Text

Open the options menu and select Copy Text.
The comment text is copied to your clipboard, ready to paste elsewhere.

Delete a Comment

Open the options menu and select Delete.
Confirm the deletion when prompted.
The comment is removed only after you confirm.

Move a Comment

Move To relocates a comment to another place in the report. The comment is removed from its original location once the move is complete.

Open the options menu on the comment and select Move To.
A modal opens with a search field and the list of categories.
Choose the destination:
- Browse or search for a category, then select it to expand its list of lines. Select one destination line.
The Move button stays disabled until a destination is selected.
Click Move to transfer the comment to the selected destination.
To cancel, click the close button to dismiss the modal.

Copy a Comment to Another Location

Copy To works like Move To, except the comment also stays in its original location.

Open the options menu on the comment and select Copy To.
A modal opens with a search field and the list of categories.
Choose the destination - Browse or search for a category, then select it to expand its list of lines. Select one destination line.
The Copy button stays disabled until a destination is selected.
Click Copy to place a copy of the comment at the selected destination.
After the copy, you stay on the same line or category you were viewing, and the copied comment is not selected.

If you have any questions or need further assistance with this process, our support team is here to help. You can reach us through live chat, by email at help@inspectionsupport.com, or by phone at (800) 700-8112.