Professional Documents
Culture Documents
1 SCOPE .................................................................................................................................................................................................... 5
1.1 Purpose .................................................................................................................................................................................................. 5
1.2 Distribution Matrix ............................................................................................................................................................................... 5
3 GUIDELINES .......................................................................................................................................................................................... 7
3.1 Submission (Main WF) .......................................................................................................................................................................... 7
3.2 Document Control Review ................................................................................................................................................................... 9
3.3 Lead Reviewer - Submission (Sub WF) .............................................................................................................................................. 10
3.4 Reviewer 1 – Design ........................................................................................................................................................................... 14
3.5 Consolidation Step.............................................................................................................................................................................. 16
3.6 Sub Workflow Completion ................................................................................................................................................................. 17
3.7 Lead Reviewer Review ........................................................................................................................................................................ 18
3.8 Project Director Acceptance .............................................................................................................................................................. 19
3.9 Main Workflow Completion ............................................................................................................................................................... 20
4 RESPONSIBILITY MATRIX.................................................................................................................................................................. 21
Term Definition
WF Workflow
This user guide explains how to process the workflow for obtaining acceptance on Design & Build – Construction Submittal from Red
Sea Global (RSG) through the Program Management Information System (PMIS).
1.1 Purpose
The purpose of this document is to establish a set of guidelines to implement a consistent method for initiating and completing the
Design & Build – Construction Submission (Main WF) and Construction Submittals (Sub WF) through PMIS.
Client/Owner
Supervision
Consultant
Contractor
Workflow Responsible
Submission a
Workflow Completion a
Consolidation Step a
Workflow Completion a
2 WORKFLOWS FLOWCHART
2.1 Design & Build – Construction Submission (Main Workflow)
B. The Lead Reviewer receives the document and initiates Construction Submittal (Sub WF), after completion, the Lead
Reviewer will complete review and turns to Project Director acceptance.
Note: If the document requires modification, still the document will go to the next person i.e., the Project Director in the
workflow as Revise and Resubmit or Rejected.
C. Once the Project Director accepts the construction submittal, the main WF gets completed, and initiator receives
notification.
a. The originator i.e., Lead Reviewer initiates the Construction Submittal (Sub WF) through PMIS and need to select/skip
step and assignee as per the required discipline reviews, the discipline expert receives the documents and after parallel
review, the workflow turns to Lead Reviewer for Consolidation and final review/acceptance. In this document we covered
only Reviewer 1 – Design and skipped other
b. The Lead Reviewer collates comments from previous reviewers and provides final review/acceptance to complete the
sub-workflow.
3 GUIDELINES
3.1 Submission (Main WF)
a. Sign in to Aconex, go to Documents module and select Document Register.
b. From the Search box, type the search criteria for the supporting document and select the required document. Click
on Transmit and select Start a Workflow.
Note: To be able to start the workflow, the PDF format of the document that needs the Project Directors (RSG)
acceptance must be registered in PMIS. To register the document, refer to the Document Management PMIS User
Guide.
c. The Start Workflow Wizard window will open. To add additional documents for review or to add supporting documents, click
on Add Documents under Documents for Review or Supplementary Files, respectively. Click Next to go to the next step.
e. The window will maneuver to the next step, View and Edit Workflow Settings. From the Workflow Name field, type an
appropriate title for the workflow. Validate all the Workflow review status set.
f. Tick the appropriate box under Initiator Options and fill out all the mandatory fields marked with red asterisks. Validate the
workflow steps and duration, then click Submit.
Note: Depending on the template being used, Initiator Options can be predefined or editable, or a read-only field.
Additional recipients (such as RSG Document Control) may be added under Final Transmittal field.
One or multiple locations related to the workflow may be selected under Attribute 1.
User 1
User 2
a. From Workflows module, click on Workflows to launch the Search Workflows window.
b. From the Search Workflows window, type the search criteria, tick the Show my tasks only box and click on Search.
c. All records that match the search criteria will be displayed. Click on the green tick icon to view the link to the document.
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d. The Document Review (List Mode) window will open. To open the document for review, click on the document number.
f. After reviewing the document, select the appropriate review status from right panel, add comment and click on Submit
Review.
d. The Document Review (List Mode) window will open. Select document and click on Start Sub workflow.
e. The Start Workflow Wizard window will open. To add additional documents for review or to add supporting documents, click
on Add Documents under Documents for Review or Supplementary Files, respectively. Click Next to go to the next step.
f. The window will maneuver to the next step, Select Workflow Template. Choose Construction Submittals (Sub WF) template
and click Next to go to the next step.
h. Tick the appropriate box under Initiator Options and fill out all the mandatory fields marked with red asterisks. Validate the
workflow steps and duration, then click Submit.
Note: Depending on the template being used, Initiator Options can be predefined or editable, or a read-only field.
Additional recipients (such as RSG Document Control) may be added under Final Transmittal field.
One or multiple locations related to the workflow may be selected under Attribute 1.
a. From Workflows module, click on Workflows to launch the Search Workflows window.
b. From the Search Workflows window, type the search criteria, tick the Show my tasks only box and click
on Search.
d. The Document Review (List Mode) window will open. To open the document for review, click on the document
number.
e. The Document Review (Doc Mode) window will open. To add markup, use the left toolbar. After reviewing the
document, select the appropriate review status from the right panel, add comment and click on Submit Review.
f. After reviewing the document, select the appropriate review status from the right panel, add comment and click
on Submit Review.
a. From Workflows module, click on Workflows to launch the Search Workflows window.
b. From the Search Workflows window, type the search criteria, tick the Show my tasks only box and click on Search.
c. All records that match the search criteria will then be displayed. Click on the green tick to view the link to a document.
d. The Document Review (List Mode) window will open. Click on the document number to open the document for review.
Note: Reviewers in parallel step cannot delete the other reviewers’ comments.
f. After reviewing the document, select the appropriate review status and click on Submit Review.
a. From Workflows module, click on Workflows to launch the Search Workflows window.
b. Enter search criteria for the Workflow and see the result Step Outcome status is Accepted. The Lead Reviewer will now
complete the Main-WF sent by contractor.
b. From the Search Workflows window, type the search criteria, tick the Show my tasks only box and click on Search.
c. All records that match the search criteria will then be displayed. Click on the green tick to view the link to a document.
d. The Document Review (List Mode) window will open. Click on the document number to open the document for review.
e. The Document Review (Doc Mode) window will open. To add markup, use the left toolbar. To delete a comment/markup,
highlight it and click on Delete.
Note: Reviewers in parallel step cannot delete the other reviewers’ comments.
a. From Workflows module, click on Workflows to launch the Search Workflows window.
b. From the Search Workflows window, type the search criteria, tick the Show my tasks only box and click on Search.
c. All records that match the search criteria will then be displayed. Click on the green tick to view the link to a document.
d. The Document Review (List Mode) window will open. Click on the document number to open the document for review.
e. The Document Review (Doc Mode) window will open. To add markup, use the left toolbar. To delete a comment/markup,
highlight it and click on Delete.
Note: Reviewers in parallel step cannot delete the other reviewers’ comments.
b. Type the search criteria for the supporting document and select the required document.
Note: The document icon has changed denoting that markups are attached. The review status will also be Responsibility
Matrix
The following table shows the responsibility matrix for the Construction Submittals: