Commnia Document Management System Activity

Section 1: Introduction to the Commnia Platform

• Commnia Key Features and Benefits
• Accessing Commnia for the first time
  
• Navigating the Home Screen
  
• Setting up your profile and signature
  
• Commnia App
  
• Outlook Add-in
• How to contact Commnia Support
  
• WSU Demo Setup
• Projects
  
• Company
  
• User Groups

Section 2: Contacts and User Groups

• Adding new companies and contacts
  
• Standard Groups
  
• Project Contact List
  
• Document Controller Group
  
• Procurement Group
  
• Customer Groups (for example, Tender Qualified List)
  

Section 3:Commnia Drive

• Commnia Drive Features
  
• When to use the Drive
  
• Sharing with the Drive
  
• Sharing documents with QR codes and Links
  

Section 4: Document Register

• Uploading Documents to the Register
  
• Exploring Document Details in the Document Register
  
• Streamlining Document Editing and Approval
  
• Merging Documents
  
• Document Packages
  
• QR Codes & Links

Section 5: Creating Tender Packages with Ease

• Advanced Smart Grid Rules
  
• Sending Tender Packages with SmartGrid using Grid and User Groups
  
• Subcontractor Perspective: Downloading and Replying to Tender Requests
  
• Unleashing the Power of the Tender Manager
  
• Uploading Quotes
• Streamlining Tender Requests via Inbox and Smart Grid
• Document History Tracking: Document Register, Emails, and Recipients
  

Section 6: Document Control & Addendums

• Uploading Revised Documents to the Document Register (superseding previous revisions)
• Sending Tender Addendums
  
• Centralised Project Document Management: Company Document Management
  
• Sending Revised Documents with Transmittals (Revision Control + Grid Rules)
  

Section 7: Tender Management and Procurement

• Adding new bidders to the Trade Package
• Awarding and Rejecting Bidders

Section 8: Project Communication Inbox and Contract Management

• Inbox Permissions
  
• Effortless Attachments
• Commnia Drive
  
• Local Attachments
  
• Create a New Smart Form Template
• SmartForms
  
• How to Add Collaborators to a Form
• Community Templates
• Collaboration Tools
• Markup Tool with Document Register, Drive and Local Files
  
• Custom Templates
  
• Standard Clauses
  
• Cost Tables, Edit Cost Tables
  
• Streamlining Workflows
• Design Changes
  
• RFIs
  
• Delay Notices
  
• EoTs
  
• Variations
  
• Back Charges 
  
• Managing Communication Threads with Commnia Conversation Rules
  
• Meeting Minutes
  

Section 9: Quality

• Site Manager
  
• Site Manager Overview
• Sending and Managing Defects with Site Manger
  
• Smart Forms
  
• Create an ITP
  
• Send the ITP with Site Manager and assign to multiple locations and Trade (using Form Collaboration)
• Exporting Forms to Excel
• Managing Defects, Site Manager, Documents and ITPs with QR Locations
  
• ITP Management Workflow: Relationship Trees: Linking ITPs to Defects, Non-Conformance, Incomplete Works, and other Site Manager items
• Collaborating on Defects and ITPs
  
• Task Workflow: From Creation to Closure
• Closing Defects and ITPs Effectively
• Defect and Task Reporting for Insightful Analysis
  

Section 10: Safety

• Sign-On
  
• Site Diary
  
• Inductions
  
• Seamlessly Integrating Sign-On and Site Diary
• Integration of Inductions and Sign-On
• Creating Induction QR Codes
• Streamlining Induction Workflows
• Linking Inductions with Sign-On Processes
  
• Managing SWMS and Other Safety Forms