Document Controls - Revision history

Siyuan wei: /* Submittal Management */

2023-02-20T23:29:23Z

Submittal Management

2023-02-20T23:27:37Z

RFI management

2023-02-20T23:27:23Z

RFI management

2023-02-20T23:25:54Z

Introduction

2023-02-17T17:50:30Z

Submittal Management

2023-02-17T15:25:54Z

RFI management

2023-01-24T21:58:51Z

RFI management

2023-01-24T20:32:37Z

Drawings management

2023-01-24T17:53:11Z

2023-01-24T17:52:49Z

Objective

@@ Line 41: / Line 41: @@
 == Submittal Management ==
 The current approach is to use Viewpoint to generate a submittal cover page, then combined with the actual submittal and send out. Although Viewpoint can be used to sent out the Submittal Package directly, it was mostly not done in this case due to
 * the module crashes sometimes, and uncertain about attachment size limit

@@ Line 33: / Line 33: @@
 RFIs are an important tool for managing construction projects because they help to ensure that all parties involved in the project have a clear understanding of the scope of work, design requirements, and project specifications. By seeking clarification or additional information through RFIs, contractors can help to prevent misunderstandings, errors, and omissions that can lead to delays, cost overruns, and other project problems.
-'''Use PM Request for Information Module to generate a RFI.'''
+=== '''Use PM Request for Information Module to generate a RFI.''' ===
 Find the correct project, then fill in the information, <br>
 [[File:PM RFI - Populate RFI Line Item.gif|frame|center|PM RFI - Populate RFI Line Item]]

@@ Line 27: / Line 27: @@
 == RFI management ==
-Use PM Request for Information Module to generate a RFI.
+In construction, an RFI (Request for Information) is a formal written inquiry used to request clarification or additional information about the design, specifications, or scope of work on a construction project. RFIs are typically initiated by contractors, but can also be initiated by architects, engineers, or owners.
 Find the correct project, then fill in the information, <br>
 [[File:PM RFI - Populate RFI Line Item.gif|frame|center|PM RFI - Populate RFI Line Item]]

@@ Line 1: / Line 1: @@
 == Introduction ==
 === Objective ===
 To establish a basic workflow demonstration of Document Control management, including drawing update, RFIs and Submittals. Document control process a lot of times are over looked at, but mismanagement on this step can make the later part of project very challenging, especially when the project is mid to large size. Sometime the client has special requirements on this topic, please refer to specifications or other contract documents.

← Older revision		Revision as of 17:50, 17 February 2023
Line 23:		Line 23:

	== Submittal Management ==		== Submittal Management ==
		+	The current approach is to use Viewpoint to generate a submittal cover page, then combined with the actual submittal and send out. Although Viewpoint can be used to sent out the Submittal Package directly, it was mostly not done in this case due to
		+	* the module crashes sometimes, and uncertain about attachment size limit
		+	* it is a requirements that the entire submittal package should be reviewed thoroughly and coordinate with other scopes.
		+	Follow the GIF to generate a cover page, and save as PDF. Fill in the remainder of the fields such as the Spec Sections or PM information, the GIF did not show this for brevity. Use the same way to generate a revision of the submittal as well.
		+	[[File:PM Submittal - Generate Submittal Cover Page.gif\|frame\|center\|PM Submittal - Generate Submittal Cover Page]]
		+	When the Submittal returned or status changed, follow GIF below to update the status of it.
		+	[[File:PM Submittal - Change Submittal Status.gif\|frame\|center\|PM Submittal - Change Submittal Status]]

← Older revision		Revision as of 21:58, 24 January 2023
Line 15:		Line 15:

	== RFI management ==		== RFI management ==
		+	Use PM Request for Information Module to generate a RFI.
		+	Find the correct project, then fill in the information, <br>
		+
		+	use the envelope button to create RFI document, send it away.

	== Submittal Management ==		== Submittal Management ==