Each Revit project needs its own levels to host elements and create views. Your levels and theirs don't have to match naming convention but it isn't unusual to match them either. A typical template should have a minimum number of levels that corresponds well with the kinds of work a company does. When you delete levels you don't need Revit will also delete elements that have been hosted by it and any views associated with it. You'll need to check to make sure there aren't any elements you meant to be based on a level you're keeping.
The Copy/Monitor tool is intended to let us create levels from a linked model and let Revit "watch" them for future changes (name/elevation/deletion). If we already have enough levels then the "monitor" half of the toolset will let us select theirs and then ours to create a monitored relationship without the "copy" task.
Managing the visibility of their levels (and grids) can be done with a View Filter. I name my levels and grids with a unique prefix for the type name and then my level filter looks for any levels (or grids) that don't have that prefix and then I turn off the visibility for those. That puts all the control of their level and grids visibility in my hands. I won't have to ask them to assign them to the correct workset or rename their types...I just use a unique name in the file(s) I control.
Steve Stafford
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