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How do I triage a finding as a reviewer (Accept / Reject / Modify / Skip)?

Where: Expand a finding card and use the action row: Accept / Reject / Modify / Skip

How do I triage a finding as a reviewer (Accept / Reject / Modify / Skip)?

Quick answer: Click a finding to expand it, then use the action row at the bottom: Accept, Reject, Modify, Skip. Accept, Reject, and Modify update the finding's review state and tick the progress ring (N/Total at the top of the toolbar). Skip parks the finding for later in this browser session.

The four triage actions

ActionWhat it meansGoes into the issued letter?
AcceptYou agree with the AI's finding as-is. Your professional signoff.Yes.
RejectThe finding is wrong or not code-required. Requires a one-line reason.No.
ModifyRewrite the AI's text to match your city's language or fix a misread.Yes, with your modified text.
SkipDecide later without saving a database decision.No.

Steps

  1. Click a finding card to expand it. The Required Action section is now visible, along with the action row.
  2. Decide which of the four actions applies.
  3. Click Accept / Reject / Modify / Skip.
  4. If you click Reject, enter the reason and save it. Rejected items move into the collapsed Rejected group at the bottom of the list.
  5. Repeat for every finding. Use view modes to make this efficient — Focus mode auto-advances to the next pending finding.

If you're not sure what a finding is asking for

  1. Click the card — the pin on the sheet highlights so you can see where on the drawing the issue sits.
  2. Hover the expanded card — a chat icon appears (bottom-right). Click it to open the Assistant drawer scoped to this one finding, with the sheet image loaded as context.
  3. When it clicks for you, come back and triage.

The triage progress ring

Top of the Findings toolbar, the N/Total counter:

  • Ring fills as findings move out of pending.
  • Accepted, rejected, and modified findings count as reviewed.
  • Skipped findings stay pending because Skip is a temporary, local parking action.
  • When the ring is full, every finding has a saved decision — you're ready to Finalize.

Related

Related

How do I triage a finding as a reviewer (Accept / Reject / Modify / Skip)? · CrossBeam Permits Help