Skip to main content

Document Validation

Document Validation​

Document Validation refers to the process in which the Project Manager (PM) reviews, verifies, and validates the documents and review results submitted by the Reviewers (RR) within the workflow system.
When the Document Controller (DC) assigns a validation task to the Project Manager, the system will also send an email notification to the PM informing them that a new document validation task has been assigned. PM_Validate1

1. Check the Work Task List​

PM_Validate2

  1. On the side menu, Project Manager can click on the Task menu to show the location of the Task menu for the workflow.
  2. After the menu shown, Project Manager then can click onto the Work Task menu to open up the Work Task page.
  3. At the Work Task page, Project Manager can pick on the active workflow to and click on the Workflow symbol that marked with Number 3.

2. Accepting the Task​

PM_Validate3

  1. PM can previously accept the assignment given by the Document Controller first, by pressing the Accept button marked with number 1.

3. Exporting All the Review Comments to Excel​

validate_3

  1. USER can select the Comments tab to see a list of reviews left or given by reviewers.
  2. USER seelct the three-dot menu to see a selection of actions that can be taken on the model file that has been reviewed.
  3. USER click Export to excel to converl all comments and reviews into excel format.
  4. If the comments have been successfully converted, a notification will appear that says Generated excel successfully.

4. Check the File​

Review_3

  1. USER can move to the Document tab first by clicking the Document tab.
  2. When the Documents tab is open, the USER can click on the 🗎 symbol to see the files in the document.

5. Opening the Review File​

validate_4

  1. The USER select the previously converted excel file by left-clicking on the red box area.
  2. The USER select the View action menu to view the converted file results.

6. See the Result​

validate_5 After the excel file is opened, the USER can view, check or validate the exsisting comments once again. If it is appopriate, the USER can close the excel and return to the Workflow page.

7. Completing the Validation Processx​

validate_6

  1. The USER can first go to the Workflow tab.
  2. On the Workflow page, USER can complete the Document Validation process by clicking the Complete button.

8. Document Validating Finish​

validate_END The Document Validation process is complete, BIMA Construction will notify the Document Controller regarding the completion of the task.