Collaboration During the ECI Stage

Collaboration During the ECI Stage

In the world of construction, the Early Contractor Involvement (ECI) stage is a crucial phase where collaborative efforts lay the foundation for project success. During this stage, it’s essential to streamline the sharing and management of critical documents among various stakeholders. One effective way to achieve this is by granting external users access to the document register as document controllers.

Why Grant Access to External Users?

Allowing external users, such as consultants, to act as document controllers during the ECI stage offers several benefits:

  1. Improved Efficiency: Consultants can directly upload already approved documents into the register, reducing the need for multiple layers of approval and communication.
  2. Streamlined Communication: Direct access to the document register ensures that all stakeholders are working with the most up-to-date information, minimising misunderstandings and errors.
  3. Enhanced Collaboration: Providing access fosters a collaborative environment where consultants feel more involved and responsible for the project's success.

How to Grant Document Controller Access to External Users

On the Main Menu select Contacts



1. Select the Project Groups Tab
2. Click on Document Controller List
3. Add users to group



Search by Project

Searching by Project defaults to display users that are associated with the current project.

1. Use the drop-down to select what project the contact/consultant belongs to
2. Search by name



Search by Directory

Searching by Directory looks at your entire Contacts list

1. Filter your search by User Type, Company, Trade and Category.
2. Search by name



Add Users

1. Select your users (please note you can select multiple at a time)
2. Finalise by selecting 'Add selected users'



This now allow the added users to be able to Upload and Approve their own documents into your register.

Removing Users

Once the project reaches the next stage and you no longer require external parties to approve their own documents, you can remove them.

1. Filter by External
2. Select The users you wish to remove
3. Remove them by selecting 'Remove from group'



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