Shop Drawings - Workflows

Shop Drawings - Workflows

Here we will show you how to utilise our Shop Drawings feature that utilises our Site Manager as a base to improve your workflows.
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1. Access Shop Drawings

Navigate to the menu bar icon and click on Shop Drawings under document control



This will take you to a filtered version of your Site Manager, where you will be able to check at a glance the status of your workflows.

2. Create New Shop Drawing

Click on New and Select Shop Drawing




3. Enter Shop Drawing Details



  1. You can specify the Priority of this Item, giving the people involved an idea of how important the workflow is to complete. 
  2. Enter the Due Date.
  3. Add Title.
  4. Enter the location by typing or selecting from the drop-down list. If the location doesn’t exist, you can add it from this drop-down list.
  5. Type the Name of the Responsible User or Company, and then select from the list of options to assign the drawing to this user/company.
  6. Type a Description or set of instructions.
  7. Upload photos, documents or forms from your local device or the register.
  8. Click Save or Save & Send to create the Shop Drawing. The Save & Send option will email the responsible user about the workflow.

4. Subcontractors Perspective

They will receive an email asking them to log into Commnia



By clicking on the link they will be taken to Commnia
Here they will be able to review each document by clicking into them.
Use the Mark Up Tools to mark up and stamp the documents as either Approved or Rejected, also with the ability for them to customise their own stamps.



Once Finalised they can select to Accept and Complete the Item and the original Assignee will receive a notification of the item being marked as complete.
Any changes made to the item or mark ups on documents will be registered in the Chat/Worklog tab



5. Review Process

In the Dashboard the item is now marked as Complete



To review it simply click on the item and you will be taken it.


Once you are happy with the mark ups and these pending documents can be approved into your Document Register.
Please note that only document controllers and system administrators are able to accept documents into the register


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