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    BIM 360-Training Manual - Contractors

    Uploaded by

    Aakaara 3D
    The document provides guidelines for contractors using BIM 360 Docs for review workflows. It outlines an 8 step review process where the contractor uploads files and notifies the package manager. The package manager initiates a review by the consultant who adds markups and comments. The package manager does the final review and approves, rejects, or conditionally approves documents. The contractor is notified of review outcomes and updates files based on feedback before reuploading. The document also provides screenshots to guide contractors on uploading files, creating transmittals, and accessing reviewed files on the platform.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    BIM 360-Training Manual - Contractors

    Uploaded by

    Aakaara 3D
    37 views10 pages
    The document provides guidelines for contractors using BIM 360 Docs for review workflows. It outlines an 8 step review process where the contractor uploads files and notifies the package manager. The package manager initiates a review by the consultant who adds markups and comments. The package manager does the final review and approves, rejects, or conditionally approves documents. The contractor is notified of review outcomes and updates files based on feedback before reuploading. The document also provides screenshots to guide contractors on uploading files, creating transmittals, and accessing reviewed files on the platform.

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    The document provides guidelines for contractors using BIM 360 Docs for review workflows. It outlines an 8 step review process where the contractor uploads files and notifies the package manager. The package manager initiates a review by the consultant who adds markups and comments. The package manager does the final review and approves, rejects, or conditionally approves documents. The contractor is notified of review outcomes and updates files based on feedback before reuploading. The document also provides screenshots to guide contractors on uploading files, creating transmittals, and accessing reviewed files on the platform.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    37 views10 pages

    BIM 360-Training Manual - Contractors

    Uploaded by

    Aakaara 3D
    The document provides guidelines for contractors using BIM 360 Docs for review workflows. It outlines an 8 step review process where the contractor uploads files and notifies the package manager. The package manager initiates a review by the consultant who adds markups and comments. The package manager does the final review and approves, rejects, or conditionally approves documents. The contractor is notified of review outcomes and updates files based on feedback before reuploading. The document also provides screenshots to guide contractors on uploading files, creating transmittals, and accessing reviewed files on the platform.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 10

    Review Workflow SOP and Guidelines

    for
    Contractors

    BIM 360 Docs


    G3 Spices, Guntur
    BIM 360 – WORK-FLOWS – CONTRACTOR/VENDOR

    CONTRACTOR/VENDOR will Final review of all markups and


    ITC Package Manager will Consultant will review files comments will be verified by ITC
    upload files & inform ITC
    have a preliminary check and and add markups on the PDF Package Manager.
    Package Manager through
    initiate review by selecting only. Final reviewer shall accept or reject or
    transmittal
    specific workflow Comments shall be added in accept with comment documents
    the comments dialogue box. considering criticality of comments

    1 2 3 4
    UPLOAD INITIATE REVIEW FIRST REVIEWER FINAL REVIEWER
    (CONTRACTOR/VENDOR) (ITC PACKAGE MANAGER) (CONSULTANT) (ITC PACKAGE MANAGER)

    Final Reviewer (ITC) will create a link of files


    with mark-ups and send it to
    CONTRACTOR/VENDOR shall correct the documents based on comments Contractor/Vendor with information as
    received, and reupload with updated revision number. APPROVED or REJECTED.
    CONTRACTOR/VENDOR shall not change the naming conventions.

    5
    REUPLOAD CORRECTED
    FILES
    (CONTRACTOR/VENDOR)
    Review Workflow Steps (Contractor/Vendor):

    Step 1 : Contractor/Vendor will Upload the Files in the respective SHARED folders and inform the ITC Package Managers through transmittals.
    Step 2 : ITC Package Managers will have preliminary check of the files, if found OK a Review can be initiated by selecting appropriate Approval
    Workflow.
    Step 3 : Once the Approval Workflow has been initiated, the Initial Reviewer (i.e. Consultant) will get notified about the approval workflow.
    Step 4 : Initial Reviewer will open the Review and click START REVIEW. In case multiple documents he will be doing it one at a time. During
    the review he can Add Comments and Markups in the files.
    Step 5 : Once Initial Reviewer is done with the reviewing part he can click the SUBMIT REVIEW so that final reviewer will get notified. A box
    will appear where Initial Reviewer can Add NOTES about the APPROVAL AND REJECTION of Specific files. He can also Add any other Project
    Member’s name if he wish to notify them as well. (Note : At this stage documents has not been formally Accepted or Rejected, it is to
    intimate the final reviewer about the document).
    Step 6 : ITC Project Manager will get notified about the Final Review (since he is the Final Reviewer). He will open the Review and Click Start
    Review.
    Step 7 : He will review the comments and markups provided by Initial Reviewer and will provide his Comments and Markups, Save it and
    Ultimately APPROVE, REJECT and APPROVE WITH COMMENTS. And Click END REVIEW. (Note : This is the stage where documents are
    formally Approved, Rejected, Approved with comments).
    Step 8 : Now ITC Manager will click the Reviews tab and go to that specific review, open the files which were reviewed and click the 3 dots on
    the top right corner. And from there he will share the link to the Contractor/Vendor and mention which documents has been APPROVED or
    REJECTED or APPROVED WITH COMMENTS (In case of Multiple documents).
    Step 9 : The Contractor/Vendor will receive a mail with the link. Link will divert him to the reviewed documents with all the Comments and
    Markups in it. He has to incorporate all the changes for the Rejected document and Reupload the document in the respective folder.
    Guide/Reference for Contractor/Vendor

    4
    Guide/Reference for Contractor (Uploading Files)
    • You have to upload the files in the respective SHARED folder. And Under Shared you to respective Stage of the project
    (Here we have shown Construction stage as an example).
    • Here we have shown for the FPS Contractor. All the other Contractors has to go to their respective folders and sub folders
    to upload the files.

    Contractors Folder

    Shared Folder

    Construction Stage
    Guide/Reference for Contractor (Creating Transmittals)
    • You Select the files that you uploaded. Go to the 3 dots and select Create Transmittals.

    Click the 3 dots

    Select the Files you Go to Create Transmittals


    uploaded
    Guide/Reference for Contractor (To Open Reviewed file)
    • This is the mail which will be triggered to you. You click the link and will get diverted to files which were reviewed.

    Click the Link


    Attached
    You can see the file
    which was reviewed
    Guide/Reference for Contractor (To Open Reviewed file)
    • This screen will appear here you will see the numbers of files reviewed, number of Comments and Markups and Approval
    Status.
    • You click and Open the file.

    Numbers of Number of
    File Name Approval Status
    Markups Comments
    Guide/Reference for Contractor (To Open Reviewed file)
    • Here you will see all the Markups and Comments.
    • Incorporate the Changes (if any) as suggested by the Reviewer. And Reupload in the respective Folders.

    List of all
    Markups

    List of Comments
    Provided

    Position of
    Markup
    Thank You

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