Review intent
Before a review, there's a box asking what you're reviewing for. It's the highest-leverage thing on the page and the easiest to scroll past.
Where you'll see it
Two places, and it's the same box in both:
- In the upload wizard, on the checks step, above "run all relevant checks".
- In the Project QAQC panel, above the recommended checks.
Fill it in either place and it sticks to the project.
What to write
Plain language, the way you'd brief a colleague taking the set off you:
"50% CD review for a permit submission. Focus on life safety and egress - the client has been burned by plan-review comments on exit widths."
"Coordination pass only. Architectural against mechanical. Don't worry about spelling or title blocks."
"This is a prototype conformance job. What matters is whether the store set matches the standard."
Blank is a valid answer and it's the default. Leave it empty and you get the platform's own read of the set.
The review intent box with a brief filled in
What it changes
Review intent steers which checks the platform recommends and runs. A coordination pass and a permit pre-screen are genuinely different reviews of the same drawings, and saying which one you're doing is the difference between a findings list you work through and one you filter.
It also affects the tone of the output - a review framed around plan-review risk produces findings written for that audience.
Templates
If your team runs the same kinds of review repeatedly, use Templates to fill the box from a saved brief. Once it's filled, the text is freely editable, and an edited template can be saved as a new one - which is how a team's real review types end up in the list rather than a guessed set.
Recommended checks
With an intent recorded, the QA/QC panel shows recommended checks: the subset of your library that fits this set and this brief, rather than the whole catalogue.
You're never limited to them. Recommendations are a starting point at the top of the list; the full library is right below, and you can select anything.
Change your intent after a review has already run and the panel says so, because your recorded brief and your existing findings no longer match. Re-run to bring them back in line.