Please note: The 'Updates' tab is available in all subscription plans. The Master change notifications and 'Priority' filter are available only in'Premium'. Find more about Premium.
The platform has a notification system that helps you communicate how you change and develop your Masters. Master change notifications allow you to record comments as an 'Update note'. An 'Update note' is similar to a 'Spec note' in that it sits alongside the article or clause. You can categorize your changes in terms of priority. When an 'Update note' is saved, this notifies all the Project specifications that have copied the Master clause. This article explains step by step how specifiers can make changes to their Masters and notify Project specifications about their changes.
Save button
This is an image of the split 'Save' button on Master articles and clauses.
The default ‘Save’ button on Master articles and clauses is now a split 'Save’ thanks to a drop-down arrow alongside it with the option to 'Add an update note'. When selected, it will open the 'Add an update note' modal, which you can see below.
'Add an update note' modal
This is an image of the 'Add an update note' modal.
When editing Master articles and clauses, you can:
- Set the priority of the update.
This is an image of the three priority options you can choose from when setting the priority of an update.
2. Add notes to explain the update.
3. Save the Master article and clause and end the note to other Projects/Masters using the article and clause.
Saving priority information
This is an image of the 'Master notes' section that displays priority information from an 'Update note'.
When an 'Update note' is added, the note is saved against the Master clause. It shares the changes with any Masters/Projects where the clause has been copied, and this will appear in the 'Update' grid. The note is visible in the Master updates preview alongside associated changes in the clause. If you would like to read more about what happens afterward, you can find more information here: Master change notifications: 'Updates' tab.
It is important to note that users cannot delete 'Update notes' from the Master as these should remain recorded as a log of changes. However, the Master author can edit the note text in the 'Master notes' right-hand panel, and these edits will also update in any copied-to locations.
This is another image of the 'Master notes' section that displays priority information from an 'Update note'.
If you record another 'Update note' for the same article or clause, the update will be merged with anything existing. At copied-to locations, the 'Updates' grid will display the highest priority of all the updates (e.g. if you have an 'important' update and a 'critical' update, the 'critical' icon will display first). 'Update notes' will be added to the update in the grid and will display in order of date (newest to the bottom which matches the 'Spec note' panel in the editor).
Automatic 'Update notes' to articles and clauses marked complete or incomplete
Notifications are a crucial part of a Master author's workflow. Every time you park or unpark a clause and mark a clause as complete or incomplete, the platform automatically adds an 'Update note'. This is because the action of parking and marking as complete happens outside of the clause, so the user cannot use the 'Save' button to 'Add an update note' manually to notify copied-to Projects/Masters. The 'Update note' is further explained in our subsequent Master change notifications articles.
'Master notes' Tab
This is an image of the 'Master notes' tab which displays whether a note is an 'Update note' or a 'Master note'.
Within the platform ‘Master notes’ tab is a brand new note column called 'Type'. This column specifies whether a note is an 'Update note' or a 'Master note'. Additionally, a drop-down menu now allows you to filter spec Master notes by 'Master note' or 'Update note'.
If you want to read the Master change notifications articles in chronological order, please see the next article here: Master change notifications: 'Updates' tab.