Reviewing and approving BIM models
When a new BIM model has been forwarded for review, you will receive a message from the system, using the link in this message you can open the container of the BIM model directly.
In addition, all BIM models that are pending review can be found in the "Workflow BIM Models" view. New unopened containers can also be recognized by the red banner on the container icon and are always listed at the top of the view.
To review a BIM model with workflow:
- You will be informed by e-mail about new BIM models that are due for review. Open the container and click the Editto switch to edit mode.
- To check the file attachments, they must be opened by clicking on the file name. Since the BIM models are not rendered until the container is released for display, a local viewer must be available to review the BIM models. In addition to the BIM model, the container can also contain other file attachments that are relevant to the review.
- As a reviewer, you have full access to the container and can therefore edit the filing folder, the keywording, and the milestones. The name of the BIM model and the authorization are read from the filing folder and therefore cannot be edited. It is also possible to edit the other files forwarded for review, and further attachments such as sketches or technical data sheets can be uploaded in the course of the check.
- In the "Workflow“ In edit mode, a text field is available in which texts relevant to the check can be entered. Examrelevant files can be uploaded to the existing attachments in the "Attachments" section.
- There are 2 or three options available for testing, depending on the configuration. A click on the button with the green hook sets the status of the container to "Released". If necessary, an organizational note can be entered in the text area.
Clicking on the button with the yellow tick sets the status of the container to "Conditionally Released". The required changes can be described in the text area or a reference to an uploaded attachment with the details can be made. The container has been released with the specified changes.
Clicking on the button with the red cross sets the status of the container to "Rejected". The required changes can be described in the text area or a reference to an uploaded attachment with the details can be made. The contents of the container have been rejected, the data must be revised and reuploaded for a new check. With this option, the workflow is canceled, the other reviewers and the creator of the document are informed about the status by e-mail. - Close the processing of the container by clicking on the "Save & Complete Verification Step". The selected inspection option is processed by the system and the next inspectors are informed by e-mail.
The Permission section shows the current access for people and groups in color. People and groups with blue icons have read access, while red icons do not have access in the current workflow step. Workflow reviewers are marked with green icons and have full access rights while editing their review step, which allows the entire document to be edited.
In the text field of the inspection section, information related to the inspection can be entered. Associated attachments must be uploaded directly to the "Attachments" area and are structured there according to the creator. All recorded information and attachments are documented in the workflow container and can be retrieved later at any time. All subsequent reviewers can also access the added information and attachments in read mode.
If a BIM model has been released by means of standard approval, any notes or conditions in the text field are invalid! The creator of the plan is not informed of the conditions recorded and the plan is immediately visible to all registered readers after approval and can no longer be edited by the creator.