Builder - Workflow | Desktop
The Workflow menu is where you can create custom workflow templates, check on the progress of workflows, along with managing documents and approving documents if you are a document controller.
Document Controllers have access to accept and reject documents that are either, pending, in workflow or ready for workflows.
They receive notifications of when a document gets uploaded to the document register.
Workflow Group Members receive notifications of when a document is moved into the ready for workflow state which is also a function they can perform.
They receive notifications of when a document gets uploaded to the document register.
Workflow Group Members receive notifications of when a document is moved into the ready for workflow state which is also a function they can perform.
Once a subcontractor has submitted a pending document to the Document Register.
Navigate to the menu bar icon and click Document Register under Document Control.
1. Change to Pending status
2. Select the documents you would like to add to a workflow
3. Click Workflows and select Add to Workflow
Select the workflow you wish to add it to and click Automated Workflow.
Once your Workflow action is finalised, click Execute Workflow.
Once the reviewer has completed their review process.
With document controller access, you will also have the ability to change the document status
Please note this can be done individually or in bulk depending on your workflow approval.
Once the mark ups have been finalised and approved the Document Register Status can be updated from In Workflows to:
Approved: Workflow is approved and the uploader will receive notification.
Rejected: Workflow is rejected and the uploader will receive notification.
Rejected: Workflow is rejected and the uploader will receive notification.
Approved with Comments (AWC)
Rejected with Comments (RWC)
Rejected with Comments (RWC)
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