Reviewing documents

Reviewing documents

Review tasks resemble audit tasks in many ways. They to are scheduled by a Workflow process. Difference is that several people can be assigned to performing the review, but who ever does it first will close the task. While a document can have many audit tasks, it can only have one review task. In addition, a workflow does not continue until an review task is completed.
Reviews have one of the following statuses:
  1. Open: review task is open
  2. Urgent: the review task's deadline has passed.
  3. Approved: the review was positive.
  4. Rejected: the review was negative, a textual comment and/or file with comment may be added.
  5. Cancelled: a new document version has been posted, all active tasks have been cancelled.

Dashboard

If there are review tasks open within a project, they become visible in the dashboard.
      1. Open: all open and urgent review tasks.
      2. Urgent: all review tasks whose deadline has passed.
      3. Completed: completed review tasks.
      4. Responsible: open or urgent review tasks for which you are responsible.
      5. Owner: open or urgent review tasks on documents that your company is the author of.

Clicking on one of these counters opens the overview of review tasks in the communication module, with the relevant filters activated.



Complete review tasks

From the review task overview (1) in the communication module, tasks can be completed in three ways using the visible buttons:

(2) Approved: the document is approved.
(3) Rejected: the document has been rejected.
(4) Rejected with reason: rejected with a textual explanation or comments attached.

Depending on the review , a document becomes visible in the list of rejected or approved documents in the Realization module.


    • Related Articles

    • Documents module

      You can find the documents module by going to "My projects", selecting a phase or a project and selecting the "documents" option from the left bar. All types of files can be classified and stored in this module. The system has extensive version ...

    • Upload documents

      At the top right of the screen is the button for adding (1) documents to a project phase. The path in the navigation menu (2) determines the space, location, project or project phase where the documents will be placed. Thus, it will be necessary to ...

    • Linking documents(set) to object(type)

      You can add documents and documentation to objects from the 3D objects module. Once the model is loaded, select in the object (1) to which you want to add documents. Then in the right sidebar open the Documents panel (2). There you will find a button ...

    • Create and add a documents naming convention to a project phase

      Within BIMcollab Twin, the document number is very important, because the entire version management depends on corresponding document numbers. Document naming conventions are essential for organizing files in a structured and consistent manner. ...

    • Revisions

      With Document Revisions, available in the Ultimate Plan, you can assign a document (or a set of documents) to be revised and track the process. Once a revision is assigned to a user, the document(s) in the revision are frozen. This means that no new ...