Review Workflow SOP and Guidelines

for
Consultant- MEP

BIM 360 Docs

G3 Spices, Guntur
 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)
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.
Guide/Reference for Consultant-MEP

4
Guidelines for Consultant (Uploading Files)
• You have to upload the files in the respective SHARED folder. And Under Shared you to respective stage of the project. (Here we
have shown Construction stage as an example).

Go to Consultants

MEP Consultants

Shared Folder
Guide/Reference for Consultant (Creating Transmittals)
• You Select the files that you uploaded. Go to the 3 dots and select Create Transmittals.

Click the 3 dots

Select the Files you Go to Create Transmittals

uploaded
 Guide/Reference for Contractor (To Open Reviewed file)
• This is the mail which will be triggered to you. You click the link and will get diverted to files which were reviewed.

Click the Link

Attached
You can see the file
which was reviewed
 Guide/Reference for Contractor (To Open Reviewed file)
• This screen will appear here you will see the numbers of files reviewed, number of Comments and Markups and Approval
Status.
• You click and Open the file.

Numbers of Number of
File Name Approval Status
Markups Comments
 Guide/Reference for Contractor (To Open Reviewed file)
• Here you will see all the Markups and Comments.
• Incorporate the Changes (if any) as suggested by the Reviewer. And Reupload in the respective Folders.

List of all
Markups

List of Comments
Provided

Position of
Markup
 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.

5
REUPLOAD CORRECTED
FILES
(CONTRACTOR/VENDOR) 10
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.

11
Guide/Reference for Consultant-MEP

12
Guide/Reference for Consultant (Initial Reviewer)
• Once ITC Package Manager will initiate the review you will get notified via an email.
• You can go to the review tab or can directly click the link attached with the mail and you will see all the reviews which has
been initiated.

Review Tab

Click and open the review

Guide/Reference for Consultant (Initial Reviewer)
• You click Start Review.

Start Review
Guide/Reference for Consultant (Initial Reviewer)
• You click the document you want to review (in case of multiple documents).

Click and Open the

Document
Guide/Reference for Consultant (Initial Reviewer)
• Now you review the file and provide your Comments and click Add and provide Markups and click Save Markup.

Click here to
Different Markup
switch to
Options
markups
Write your Comments
and Click Add
Guide/Reference for Consultant (Initial Reviewer)
• As you click the Markup options, screen will appear with a list of previous markups (if provided). You add your markup and
click Save Markup. And close the file.

Provide new Markups and

Click Save Markup
You will see a list of previous markups (If Provided)
Guide/Reference for Consultant (Initial Reviewer)
• 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 Consultant (Initial Reviewer)
• You will be able to see the number of Markups and Comments which has been provided in the file.

You will see all the Markups

You will
You will see the see theof
number number of
comments
comments
You will see the number of
Markups
Guide/Reference for Consultant (Initial Reviewer)
• Once you are done Click the Submit Review tab

Submit Review
Guide/Reference for Consultant (Initial Reviewer)
• After you click Submit Review, a pop-up will appear here you provide the notes regarding which document has been
approved and which had been rejected from your end. And Click Submit
Guide/Reference for Consultant (Initial Reviewer)
• You can further Notify any other Project Member and you can also write any message if you wish. After that click Send.
• ITC Package Manager will get notified once you send it from your end.

Notify other Project

Member (If required)

Add any message (if

required)
Thank You