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Approvals Workflow.

Approvals Workflow.

One significant deficiency in 360 Docs is an approvals workflow. The system is excellent in other areas however the ability to assign documents to a user for approval is essential for the management of project documentation.

 

If this was set up similar to the RFI workflow whereby a document could be shared with another member of the team (client or employers agent for instance) with a structured response mechanism. I would suggest a traffic light system:

 

Green - Approved no comments

Amber - Approved with minor comments

Red - Rejected with major comments.

 

The Amber and Red options could be provided with a text box to provide details and could be supplemented with the use of the mark-up tools.

 

At present we have had to set up containers under the client shared area as a workaround. The document is initially placed in a "for approval" folder and the client must then physically move it into an "approved" or "rejected" folder. If it is placed in the approved/rejected folder the document can then be moved back to the source consultants "approved action" or "rejected action" folder which is their prompt to either upgrade to a published  status code and revision or, if rejected, carry out additional work as required and resubmit to the "for approval" folder in the client shared where the above proceed is repeated.

 

The above is very labour intensive and difficult to manage. Something that replicates this document movement automatically would also be a great help.

 

 

9 Comments
joan_allen
Community Manager
Status changed to: Accepted
 
darren.brimble
Advocate

Hi @joan_allen,

 

Has there been any progress with the workflow?

 

Best Regards,

 

Darren

Anonymous
Not applicable

I was under the assumption based on the "whats new BIM 360 October 2018" webinar this week that approvals has been incorporated?

srinivas_vanka
Participant

Hi All,

 

I have created approval workflow in one of my project at BIM 360 docs. but when i am trying to submit one drawing i haven't seen any approval workflow template which i have created from the dropdown list at submit for review pallet. 

 

Srinivas Vanka

joan_allen
Community Manager

Hi @srinivas_vanka this is likely caused by your workflow template settings.  If you set the option "copy to folder X" in the settings, the workflow will only be available for content in similar folders.  In other words, you can copy documents in the workflow from one "Plans" folder to another, or from one "Project Files" folder to another...but not from "Plans" to "Project Files" (or vice-versa) at this time.  We recognize that we could make this more apparent to the user, and will work to improve that.

 

Best Regards,

Joan Allen

Autodesk BIM 360

joan_allen
Community Manager
Status changed to: Implemented
 
Anonymous
Not applicable

Hello,

 

 I sent a document for review in BIM and after it comes back ass Approved (Check Mark on Status) and the flow is closed, there doesn't seem to be a way to go beyond by printing the document (or saving to PDF) with an Approval watermark or any kind of mechanism to show that the document was approved when outside of BIM.

 

Is there a way or is this a good wish list item?

 

Thanks

 

Alex

darren.brimble
Advocate

@Anonymous,

 

No watermark or doument stamp I'm affraid, however when a document is submitted for review and approved it stays within that review workflow in perpetuity as far as I can see. Therefore you can easily reference back to the document.

 

If you want to view the documents that were approved as part of a specific review you just go to the reviews option and find the review you're looking for, even if the document has been subsequently revised with new version, and the version of the approved document at that stage remains within the review with the approved tick adjacent to it. 

Anonymous
Not applicable
Yes, I'm aware that one can always view the complete workflow in BIM but eventually the project is completed and all the files are transitioned to a permanent engineering document management system. At that point we still need clear indication that a document was approved. Thanks

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