How do I triage findings (Accept, Reject, Modify, Skip)?
Quick answer: Each finding card has controls to Accept, Reject, Modify, or Skip. Accepted, rejected, and modified findings count toward the progress ring (the 0/N counter top-right). Skipped findings stay pending for later.
The four reviewer actions
| Action | What it means | Goes into corrections letter? |
|---|---|---|
| Accept | You accept the finding as-is. | Yes |
| Modify | You changed the suggested correction text. | Yes |
| Reject | Not applicable, already resolved, or the AI got it wrong. A one-line reason is required. | No |
| Skip | Leave it pending for later without saving a review decision. | No |
Why triage matters
Two reasons:
- The Finalize & Issue letter uses your review state. Rejected and skipped findings drop out, modified findings use your text, and accepted findings go through clean.
- The progress ring (the
0/Ntop-right) shows triage completion. When it's full, you're done.
How to triage
On each finding card, use the action controls (Accept / Reject / Modify / Skip). If you're unsure what a finding is asking for:
- Click the card to pull up the sheet with its pin highlighted.
- Hover the card — a chat icon appears. Click it to ask the Plan Review Assistant about this specific finding. It'll load the sheet image and explain.
- Decide: accept it, reject it with a reason, modify the wording, or skip it for later.
The progress ring
Top-right of the Findings toolbar, showing N/Total:
- The ring fills as you triage.
- Pending findings don't count.
- Accepted, modified, and rejected findings count. Skipped findings stay pending.
- When the ring is full, you can click Finalize & Issue with confidence that every item has been considered.
A practical workflow
- Pass 1 (skim): Look at the filter counts. Filter to Fail only. Go through every Fail card and either accept or modify.
- Pass 2 (deep): Switch filter to Flag. For each, decide: do you need to check something later, or can you reject / accept?
- Pass 3 (final): Switch to Pass. Skim to confirm nothing was missed; most can stay pending.
- Check the ring: aim for full. If there are any pending Fails or Flags, deal with them before Finalize.