Managing comments, topics and tags | IEC Community knowledge base

Please note

In this article, we will describe how leaders can manage comments, topics, and tags from the manage comments dashboard.

1 Manage comments dashboard

A dashboard to manage comments is available to project members with Leader roles in the OSD platform. To access it:
- Go to TOOLS menu.
- Click on Manage comments:

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2 Dashboard overview

The Manage comments dashboard overview provides a summary of comments, and change proposals in the draft:

Total number of comments and change proposals.
Top 5 clauses with most comments and change proposals.
Breakdown of comments and change proposals by:
- Status: resolved and unresolved
- Type: General, Editorial, Technical.
Topics by which comments and change proposals have been classified:
- Open Topics: Topics that have unresolved comments and change proposals under them.
- Comments without topic: Number of comments and change proposals that have no topic assigned:

3 Manage comments

Leaders can perform the following actions on comments and change proposals from the Comments tab in the Manage comments window:

3.1 View all comments

Go to the Comments tab.
You can click the Collapse all icon to view the list of (sub) Clause(s) containing a comment / change proposal.
Clicking on Expand all will display all comments (default):

3.2 View/Hide context

Select a comment / change proposal and click on View context to view the exact place in the draft in which the comments or change proposal was placed.
Select a comment / change proposal and click on Hide context to go back to the default comment view:

3.3 Filter comments

Click on the Filter button.
Enter keywords, or select specific criteria such as comment type, tags etc. and click on Set filters.
Click on Clear filters will remove all filters:

3.4 Modify type of comment

Select a comment or change proposal.
From the comment type dropdown menu, select the new comment type:

3.5 Move a comment

To move a comment , go to the comment card, click on the tree dots then click on move:

Then select the new location of the comment and select place comment here:

4 Manage topics

It is possible to classify comments and/or change proposals by topics.

4.1 Access topic(s)

From the Overview tab of the dashboard:
- click on the hyperlink Show next to the particular open topic
- OR in the Comments tab of the dashboard, click on the Topics button
- OR Select a comment or change proposal, click on the Topics dropdown menu, and select Manage topics.
From the Topics section, click on a particular topic to view all comments under it.
Click on All comments button to view all comments again (without the topics classification):

4.2 Assign existing topic(s)

After selecting (x) number of comment(s).
From the Topic dropdown menu click on Add (x) to topic option.
Select an existing topic or create a new one (by entering its name and description).
Click on the Save button:

4.3 Create new topic(s)

Select comment (one or more or all) and from the Topic dropdown menu, click Add (x) to topic.
Type a Topic title and Description (optional).
Click on the Save button:

4.4 Remove topic(s)

Select one or more comment(s) and/or change proposal(s).
From the Topic dropdown menu click on Remove topics from (x) option:

4.5 Modify topic(s)

Select a particular topic.
Click on the Edit icon next to the topic, modify its name and description.
Click on the Done icon to save changes or Cancel icon to undo the changes:

4.6 Delete topic(s)

Select a particular topic.
Click on the Delete icon next to the topic.
If there are existing comments classified by this topic, a warning message will be displayed.
Click on the Delete button to continue or the Cancel button.

5 Manage tags

5.1 Access “Manage tags”

From the Manage comments window:
- Either click on Tags tab
- OR in the Comments tab, from the Add/remove tags dropdown menu, click on Manage tags option:

From the Comments bubble:
- Select any comment or change proposal.
- From the context menu, select Add/Remove tags.
- From the Tags dropdown menu, select Manage tags:

5.2 Create tags

Type a name for the tag in the Create tag text box.
Click on Add:

5.3 Modify tags

Click on Edit icon next to the tag.
Modify the tag.
Click on the Done icon.

If the tag is already used on existing comments, a warning message is displayed indicating the number of comments and change proposals using the particular tag and that modifying the tag will also update the tag for those comments:
- Click on the Change button to confirm the modification
- Click on the Cancel button to not continue with the modification:

Cancel and change the modification of tags.

5.4 Delete tags

Click on Delete icon next to the tag.
A warning message is displayed indicating the number of comments and change proposals using the particular tag.
Click on the Remove button to confirm the deletion.
Click on the Cancel button to not delete the tag:

5.5 Assign tag(s) to comments and change proposals

Select one or more comment(s) and/or change proposal(s).
From the Add/Remove tags dropdown menu, select existing tag(s) and click on the Set tags button:

Add or remove tags from comments and proposals.

5.6 Remove assigned tag(s)

Select one or more or all comment(s) and/or change proposal(s).
From the Add/Remove tags dropdown menu, uncheck selected tag(s) and click on Set tags button:

6 Uploading comments

In some cases, e.g. for liaison comments and comments received from a NC for late upload, leaders need to upload comments to OSD using the comment template form.

Comments can be uploaded/added using the Load comments option:

Load comments option during an authoring stage.