Review Workflow SOP and Guidelines

for
ITC Package Manager

BIM 360 Docs

G3 Spices, Guntur

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 BIM 360 – WORK-FLOWS – CONTRACTOR/VENDOR

CONTRACTOR/VENDOR will Final review of all markups and

ITC Package Manager will
upload files & inform ITC
have a preliminary check and
Package Manager through
initiate review by selecting
transmittal
specific workflow
Consultant will review files
and add markups on the PDF
only.
Comments shall be added in
the comments dialogue box.
comments will be verified by ITC
Package Manager.
Final reviewer shall accept or reject or
accept with comment documents
considering criticality of comments

1 2 3 4
UPLOAD INITIATE REVIEW FIRST REVIEWER FINAL REVIEWER
(CONTRACTOR/VENDOR) (ITC PACKAGE MANAGER) (CONSULTANT) (ITC PACKAGE MANAGER)

Final Reviewer (ITC) will create a link of files

with mark-ups and send it to
CONTRACTOR/VENDOR shall correct the documents based on comments Contractor/Vendor with information as
received, and reupload with updated revision number. APPROVED or REJECTED.
CONTRACTOR/VENDOR shall not change the naming conventions.

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REUPLOAD CORRECTED
FILES
(CONTRACTOR/VENDOR) 2
Review Workflow Steps (Contractor/Vendor):

Step 1 : Contractor/Vendor will Upload the Files in the respective SHARED folders and inform the ITC Package Managers through transmittals.
Step 2 : ITC Package Managers will have preliminary check of the files, if found OK a Review can be initiated by selecting appropriate Approval
Workflow.
Step 3 : Once the Approval Workflow has been initiated, the Initial Reviewer (i.e. Consultant) will get notified about the approval workflow.
Step 4 : Initial Reviewer will open the Review and click START REVIEW. In case multiple documents he will be doing it one at a time. During
the review he can Add Comments and Markups in the files.
Step 5 : Once Initial Reviewer is done with the reviewing part he can click the SUBMIT REVIEW so that final reviewer will get notified. A box
will appear where Initial Reviewer can Add NOTES about the APPROVAL AND REJECTION of Specific files. He can also Add any other Project
Member’s name if he wish to notify them as well. (Note : At this stage documents has not been formally Accepted or Rejected, it is to
intimate the final reviewer about the document).
Step 6 : ITC Project Manager will get notified about the Final Review (since he is the Final Reviewer). He will open the Review and Click Start
Review.
Step 7 : He will review the comments and markups provided by Initial Reviewer and will provide his Comments and Markups, Save it and
Ultimately APPROVE, REJECT and APPROVE WITH COMMENTS. And Click END REVIEW. (Note : This is the stage where documents are
formally Approved, Rejected, Approved with comments).
Step 8 : Now ITC Manager will click the Reviews tab and go to that specific review, open the files which were reviewed and click the 3 dots on
the top right corner. And from there he will share the link to the Contractor/Vendor and mention which documents has been APPROVED or
REJECTED or APPROVED WITH COMMENTS (In case of Multiple documents).
Step 9 : The Contractor/Vendor will receive a mail with the link. Link will divert him to the reviewed documents with all the Comments and
Markups in it. He has to incorporate all the changes for the Rejected document and Reupload the document in the respective folder.

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 BIM 360 – WORK-FLOWS – CONSULTANT(MEP)
ITC Package Manager will review files and
MEP CONSULTANT will
ITC Package Manager will add markups on the PDF only.
upload files & inform ITC
have a preliminary check and Comments shall be added in the comments
Package Manager through
initiate review by selecting dialogue box
transmittal
specific workflow Final reviewer shall accept or reject or accept
with comment documents considering
criticality of comments

1 2 3
UPLOAD INITIATE REVIEW FINAL REVIEWER
(MEP CONSULTANT) (ITC PACKAGE MANAGER) (ITC PACKAGE MANAGER)

Final Reviewer (ITC Package Manager) will

MEP Consultant shall correct the documents based on comments received,
create a link of files with mark-ups and send it
and reupload with updated revision number.
to MEP Consultant with information as
MEP Consultant shall not change the naming conventions.
APPROVED or REJECTED.

4
REUPLOAD CORRECTED
FILES
(MEP CONSULTANT) 4
Review Workflow Steps (MEP Consultant):

Step 1 : MEP Consultant will Upload the Files in the respective SHARED folders and inform the ITC Package Managers through
transmittals.
Step 2 : ITC Package Managers will have preliminary check of the files, if found OK a Review can be initiated by selecting
appropriate Approval Workflow.
Step 3 : Once the Approval Workflow has been initiated, the Final Reviewer (i.e. ITC Package Manager) will get notified about
the approval workflow.
Step 4 : He will review the files and Add Comments and Markups, Save it and Ultimately APPROVE, REJECT and APPROVE
WITH COMMENTS. And Click END REVIEW
Step 5 : Now ITC Package Manager will click the Reviews tab and go to that specific review, open the files which were
reviewed and click the 3 dots on the top right corner. And from there he will share the link with MEP Consultant and mention
which documents has been APPROVED or REJECTED or APPROVED WITH COMMENTS (In case of Multiple documents).
Step 6 : MEP Consultant will receive a mail with the link. Link will divert him to the reviewed documents with all the
Comments and Markups in it. He has to incorporate all the changes for the Rejected document and Reupload the document
in the respective folder.

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 BIM 360 – WORK-FLOWS – CONSULTANT(ARCHITECT)

Final review of all markups and

CONSULTANT will upload
files & inform ITC Package
Manager through transmittal
ITC Package Manager will
have a preliminary check and
initiate review by selecting
specific workflow
ITC Package Manager will
review files and add markups
on the PDF only.
Comments shall be added in
the comments dialogue box.
comments will be verified by ITC
Project Manager.
Final reviewer shall accept or reject or
accept with comment documents
considering criticality of comments

1 2 3 4
UPLOAD INITIATE REVIEW FIRST REVIEWER FINAL REVIEWER
(CONSULTANT) (ITC PACKAGE MANAGER) (ITC PACKAGE MANAGER) (ITC PROJECT MANAGER)

Final Reviewer (ITC) will create a link of files

with mark-ups and send it to CONSULTANT with
CONSULTANT shall correct the documents based on comments received, information as APPROVED or REJECTED.
and reupload with updated revision number.
CONSULTANT shall not change the naming conventions.

5
REUPLOAD CORRECTED
FILES
(CONSULTANT) 6
Review Workflow Steps (Architect):

Step 1 : Architect will Upload the Files in the respective SHARED folders and inform the ITC Package Managers through transmittals.
Step 2 : ITC Package Managers will have preliminary check of the files, if found OK a Review can be initiated by selecting appropriate Approval
Workflow.
Step 3 : Once the Approval Workflow has been initiated, the Initial Reviewer (i.e. ITC Package Manager) will get notified about the approval
workflow.
Step 4 : Initial Reviewer will open the Review and click START REVIEW. In case multiple documents he will be doing it one at a time. During the
review he can Add Comments and Markups in the files.
Step 5 : Once Initial Reviewer is done with the reviewing part he can click the SUBMIT REVIEW so that final reviewer will get notified. A box will
appear where Initial Reviewer can Add NOTES about the APPROVAL AND REJECTION of Specific files. He can also Add any other Project
Member’s name if he wish to notify them as well. (Note : At this stage documents has not been formally Accepted or Rejected it is to intimate
the final reviewer about the document).
Step 6 : ITC Project Manager will get notified about the Final Review (since he is the Final Reviewer). He will open the Review and Click Start
Review.
Step 7 : He will review the comments and markups provided by Initial Reviewer and will provide his Comments and Markups, Save it and
Ultimately APPROVE, REJECT and APPROVE WITH COMMENTS. And Click END REVIEW. (Note : This is the stage where documents are formally
Approved, Rejected, Approved with comments).
Step 8 : Now ITC Project Manager will click the Reviews tab and go to that specific review, open the files which were reviewed and click the 3
dots on the top right corner. And from there he will share the link to the Architect and mention which documents has been APPROVED or
REJECTED or APPROVED WITH COMMENTS (In case of Multiple documents).
Step 9 : The Architect will receive a mail with the link. Link will divert him to the reviewed documents with all the Comments and Markups in it.
He has to incorporate all the changes for the Rejected document and Reupload the document in the respective folder.

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Guide/Reference for ITC Package Manager

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Guide/Reference for ITC Package Manager (Initiate a Review)
• Select the Document you want to initiate for the review and click the 3 dots and Submit for Review

Click
Submit For Review

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Guide/Reference for ITC Package Manager (Initiate a Review)
• In this box you select the Approval workflow name and provide the review name

Type a review
name
Select the approval
workflow from the
dropdown

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Guide/Reference for ITC Package Manager (Initiate a Review)
• After you Submit the Review a new box will appear, here you can notify any other project member (apart from the next
reviewer) and also you can add any message if you wish and click Send.

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Guide/Reference for ITC Package Manager (Initiate a Review)
• Release Task feature is used when you by mistake have provided comments and markups in the wrong file, just click this
and all comments will be eliminated. Void entire review means entire review will get Null and Void.

Void Entire Review

Release task
Guide/Reference for ITC Package Manager (As Final Reviewer)
• Since you are the Final reviewer you will get a notification once consultant submit the review from his end.
• You can see the Comments and Markup which was provided by the consultant and also the Notes regarding approval and
rejection of the documents which was done by consultant.

Number of
Comments

Number of Notes provided by

MarkUps consultant regarding the
approval and rejection

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Guide/Reference for ITC Package Manager (As Final Reviewer)
• You now have to click Start Review tab in order to start reviewing.

Click Start Review

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Guide/Reference for ITC Package Manager (As Final Reviewer)
• In case multiple files you double click a single file to open it.

Double click to open

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Guide/Reference for ITC Package Manager (As Final Reviewer)
• Here you will be able see all the Comments and Markups provided by the initial reviewer and you can add you comments
and Markups as well. Close it once you are done.

Comments provided by
Consultant Markups provided by
consultant

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Guide/Reference for ITC Package Manager (As Final Reviewer)
• Once you are done with commenting and reviewing part, you can go to approval status dropdown and click one of the
three options. And Click Submit Review.

Click Submit

Choose between these

options

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Guide/Reference for ITC Package Manager (As Final Reviewer)
• After you Submit, a box appears here you can add your Notes if you wish. And click Submit

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Guide/Reference for ITC Package Manager (As Final Reviewer)
• Once the Review has been closed you can export the excel sheet of it.

Click to export the Excel

sheet

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 Guide/Reference for ITC Package Manager (As Final Reviewer)
• In order to send the Rejected Files to the Contractor/Consultant so that they can incorporate the changes, you select the files
and click and open the file. After that click the 3 dots in the top right corner and select the Share option.

Click Share

Click Open the file

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 Guide/Reference for ITC Package Manager (As Final Reviewer)
• Once you click the Share option a pop up will appear, Copy the link and paste the link and mention the status of the files/sheets.

Add the name of

Contractors
Representative

Paste the Link and

Mentioned which
documets have
Approved , Rejected
Copy Link

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Thank You

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