DocFlow

Workflow Management

Set the review once. Run it on every submission.

Set up your custom workflow with stages, review durations and who is responsible for each step. Run it on any drawing, plan or submittal, and manage the close-out of every document review in one place.

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TJ
Bangaroo Stadium/DocFlow/Workflows
Design Review, Civil and StructuralDraft
Back to Templates
SaveActivate
Steps
4
Across 3 Stages
Total Duration
13Days
Working Days, Longest Path
Reviewers
5
From 4 Organisations
Outcome Rule
Worst Outcome
Decides the Result
Workflow Template
Add Stage
Stage 1
Design Manager Check
DMDesign Manager
3 DaysAny One
Stage 2, Parallel
Structural Review
SCPEStructural Consultant
5 DaysAll Must Respond
Civil Review
CCCivil Consultant
5 DaysAll Must Respond
Add Parallel Step
Stage 3
Superintendent Review
SUSuperintendent
5 DaysLead Reviewer Decides
Outcomes (Best To Worst)
ApprovedApproved Subject to CommentsRevise and Re-SubmitRejected
When Complete
Draft A Transmittal
Sets Document Status to the Outcome
Step Settings
Stage 2
Name
Structural Review
Reviewers
Structural ConsultantProject EngineerAdd
Lead Reviewer
Structural Consultant
Duration
5 Working Days
Completion Rule
All Must Respond
If Rejected
Back To The Submitter
CC
Design Manager
Reminders
1 Working Day Before Due
Reviewers Can Delegate To Someone In Their Own Org
Example Data

A due date and an owner at every step of every review.

A review that runs by email has no clock and no owner. In DocFlow, a workflow template sets out each stage, who reviews in it, how many working days they have and which outcomes they can give. Start it on a set of revisions, and every step carries a due date, a responsible party and a record of what was decided.

How it works.

Stages and Parallel Steps

Stages run in order. Steps within a stage run side by side and complete when all, any or the lead reviewer finishes.

Durations in Working Days

Each step gets 1 to 60 working days, skipping weekends and the state's public holidays, with due dates forecast step by step.

Responsible by Name

Name who reviews each step, by person, group, organisation or role, and who is copied in.

Your Outcomes, Your Stamps

Two to six outcomes per template, each with its stamp and the document status it gives.

Final Step or Worst Outcome

Choose whether the last step decides the result, or the worst outcome across the review.

Controlled Flexibility

Decide whether the person starting a workflow can change durations, change reviewers or skip steps.

Shop Drawing Review
Stage 2 of 3
Design ReviewApproved As Noted
Head Contractor ReviewWith Reviewers
Superintendent Review5 Days
A due date and an owner on every step
Run a Review

Every step has a clock and an owner.

Pick a template and the revisions, adjust reviewers and durations where the template allows, and start. Each reviewer gives an outcome for every revision, with a comment and a marked-up file where they have one.

  • An outcome for each revision, with comments
  • Marked-up files returned with the outcome
  • Skip, reassign or terminate, with the reason on record
Close-Out

Every open review, closed out in one place.

See every workflow on the project with its stage, its due date and who it is waiting on. When people change, reassign their steps across up to 200 workflows at once, and send reminders to the organisations holding a step.

  • Reassign many reviews at once
  • Reminders to whoever holds the step
  • In Progress, Completed and Terminated, all on record
Workflows
This Project
In Progress38
Overdue5
Completed214
Terminated3
Reassign or remind across many reviews at once
Templates

Build the workflow your contract describes.

A template is built once and run on any submission. Set the stages, the steps inside each, how long each step has, who is responsible and how the stage completes. Templates can be duplicated, and up to 200 kept per project.

Shop Drawing Review
Active Template
Stage 1All Must Finish
Architect
5 Working Days
Structural Engineer
5 Working Days
Stage 2Lead Decides
Project Engineer
3 Working Days
Site Manager
3 Working Days
Stage 3All Must Finish
Superintendent
5 Working Days
OutcomesApprovedApproved As NotedRevise And ResubmitRejectedWorst Outcome Decides
Example Data
Review Sets, Ready to Use

Design Review

  • No Comments
  • Minor Comments - Proceed
  • Major Comments - Revise And Resubmit
  • Not Accepted

Shop Drawing And Submittal

  • Approved
  • Approved As Noted
  • Revise And Resubmit
  • Rejected

ISO 19650 Acceptance

  • A - Authorised And Accepted
  • B - Accepted With Comments
  • Not Accepted - Return To Work In Progress

Approve Or Reject

  • Approved
  • Rejected

Inspection And Hold Point Release

  • Released
  • Released With Conditions
  • Not Released

Contract Notice Response

  • Acknowledged
  • Further Information Required
  • Accepted
  • Not Accepted
Transmittal Draft
Ready to Send
Level 3 General Arrangement, Rev CApproved
Roof Truss Connection Details, Rev BApproved As Noted
Door And Hardware Schedule, Rev ARevise And Resubmit
Drafted when the review finished, outcomes attached
Hand-Off

A finished review drafts its own transmittal.

When a workflow finishes, it can draft a transmittal for the person who started it, with the outcome and the reviewed revisions attached, ready to check and send to whoever needs the result.

  • Outcomes and revisions attached
  • Checked before it is sent
  • Numbered and kept like any other project mail
For Government and Major Projects

Every approval, with who gave it and when.

Hold points, design approvals and submittals are where quality risk is accepted or stopped. DocFlow records each decision against the revision it was made on, with its reviewer, its date and its reasons.

01

A Due Date on Every Step

Durations run in working days, so late reviews are visible before they hold up site.

02

Accountability by Name

Each step has a responsible party, and each outcome records who gave it.

03

Decisions With Their Evidence

Outcomes carry comments and marked-up files, revision by revision.

04

Reviews Cannot Be Overtaken

A revision in a running workflow is locked, so it cannot be superseded mid-review.

Why it matters.

Reviews are where design risk, quality risk and program risk meet. When they run by email, a submittal can sit unanswered for weeks with no record of who had it. A DocFlow workflow puts a due date, an owner and an outcome on every step, so late reviews surface early and every approval can be traced back to the person who gave it.

Who Uses It

Design and Project Managers

Run every review to one standard, with dates the team can plan around.

Reviewers and Consultants

See what is waiting on you, and return outcomes with mark-ups.

Superintendents and Clients

Release hold points and approve submittals with the record attached.

FAQs

Workflows, in practice.

What is a document review workflow?+

A set route a submission follows for review: who looks at it, in what order, how long each has and what outcomes they can give.

Can review steps run in parallel?+

Yes. Stages run in order, and steps inside a stage run side by side. A stage completes when all of its steps finish, any one finishes, or its lead reviewer decides.

How are due dates worked out?+

Each step has a duration of 1 to 60 working days. Weekends and the project's state public holidays are skipped, and due dates are forecast step by step when the workflow starts.

What happens when a reviewer is away?+

The person who started the workflow can reassign a step, or reassign steps across up to 200 workflows at once.

Can reviewers mark up drawings?+

Yes. Reviewers can mark up a revision and return the marked-up file with their outcome. Their marks stay private until they submit the step.

What happens when a review finishes?+

The outcome rule decides the result, by the final step or the worst outcome. If the template says so, a transmittal is drafted with the outcome and the revisions attached.

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