How do I triage findings (Accept, Reject, Modify)?
Quick answer: On the Findings tab, click a finding card to select it. Three buttons appear: Accept, Reject, and Modify. Reject asks for a short reason; Modify lets you rewrite the text. Click the same button again to undo. Rejected findings move to a collapsed Rejected section at the bottom of the list.
The three actions
| Action | What it means | What you see |
|---|---|---|
| Accept | You agree with the finding. | The card is marked accepted. Accepting an orange Flag confirms it as a correction, so it reads as a Fail. |
| Reject | The finding doesn't apply, is already handled, or is wrong. | Type a reason in Reason for rejection... and send it. The card moves to the Rejected section. |
| Modify | The finding is right but the wording isn't. | Edit the text in the box and send it. The card shows your version. |
A finding you haven't touched stays pending. There is no separate Skip button; leave a card alone to come back to it later.
Steps
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Open the project and go to Findings. If Your brief and Full technical list buttons appear, select Full technical list to work through the underlying review findings.
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Click a finding card. Its pin lights up on the sheet and the action row appears.
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Click Accept, Reject, or Modify.
- For Reject, type the reason and click the send arrow.
- For Modify, edit the text and click the send arrow.
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To undo, click the highlighted button again (for example Undo rejection).
Not sure what a finding means?
Hover the card and click the chat bubble to ask the Plan Review Assistant. It opens the sheet with the finding and explains it. The assistant can also suggest accepting, rejecting, or rewording findings; nothing changes until you click Apply on its suggestion.
A practical order
- Leave Fail and Flag on (the default) and work down the list sheet by sheet.
- Accept what's right, modify what's worded badly, and reject what doesn't apply, with a reason.
- Turn on Pass at the end if you want to skim what was checked and met.
What triage changes
Your decisions are saved on the project and shown to anyone you share it with. They carry into exports such as Excel and Bluebeam. Triage doesn't send anything to the city.