Perform back check with the Markups list

In the Back Check process, use the Markups list to keep a detailed database of issues identified by the punch team, and to keep track of progress as work is done and checked. Select any markup in the list to jump directly to it in the workspace.

The Status column in the Markups list makes it easy to track the current status of the items identified by the punch team.

  1. Go to Window > Panels > Markups or press ALT+L to show the Markups list if it is hidden.
  2. If you do not see the Status column in the Markups list, turn it on from the Markups list toolbar by going to Markups List > Columns > Status.
  3. Sort the Markups list by any of the columns shown by selecting the desired column header (sorting by Page is common). This can make it easier for the Back Check team as they do their walkthrough.
  4. As the Back Check team does their walkthrough, they can set the status of items in the Markups list accordingly (for example, to Accepted for items that have been satisfactorily resolved).
    1. Select the desired markup in either the Markups list or on the Workspace.
    2. Right-click the markup either in the Markups list or on the drawing and go to Set Status > Accepted (or whichever status is appropriate).

Status changes are saved as a permanent record including the identity of the person who changed the status. So, if one person takes responsibility for a status by marking it Accepted and later someone else verifies the work is finished and marks it Complete, both Status markups remain along with the time and person who made them, creating a clear line of accountability.

Revu comes preloaded with several common statuses in the Markups list, but you might find it useful to create custom states or models.

In the example below, a custom model is created and then populated with custom states. To add custom states to an existing model, skip the first few steps concerning creating a new model and select the existing model you want to add custom states to before completing the second half of this procedure.

  1. Go to Window > Panels > Markups or press ALT+L to show the Markups list.

  2. On the Markups list, select on the Status column and select Manage Status. The Manage Status dialog appears.

    If the Status column is not visible, go to Markups List > Columns > Status to show it.

  3. Below the Models list, select Add.

  4. In the Model dialog, enter a name for the model and select OK.

  5. Select the new model in the Models list.

  6. Below the States list, select Add.

  7. In the State Properties dialog, enter a name for the new status in the Name field.
  8. To associate text with this status, select Text and enter it in the corresponding field. Whenever a markup that is grouped with a Text Box markup is set to this status, the text will automatically set to the value entered here.
  9. To associate text with this status, select Text and enter it in the corresponding field. Whenever a markup that is grouped with a Text Box markup is set to this status, the text will automatically set to the value entered here.

  10. To associate a color with this status, select Color and choose one by selecting the corresponding color box. Whenever a markup is set to this status, it will automatically change to this color.

  11. Select OK.

  12. Select OK to close the Manage Status dialog. The custom model now appears in the Set Status list as a submenu with its associated custom statuses inside it.