Collaborating on Supplemental Instructions

Now that the SI has been created in Part3, it's time to start assembling the document and collaborating with your team. In this article we'll discuss:

• Prime Consultant workflow
• Consultant workflow
• Reviewing Consultant documents
• Communication

You'll see that Part3 has already started to pull in the basic information onto the cover page. This information is from the pop-up that was filled out in the previous step. 

Prime Consultant Workflow

Step 1: Click the '+' sign in the top right corner on the grey bar to add a drawing or attachment to your document. 

Step 2: A pop-up will appear when you select 'Add a drawing' or 'Add an attachment'. Attach the PDF and fill out the required fields. Note, this information will appear on the cover page that is generated in Part3. 

Step 3: When you are finished, click the blue 'Save' button at the bottom of the pop-up. The pop-up will close and you will see a preview of the PDF attached.

Step 4 (Optional): Use Part3's annotation tools (read more here) to mark up your drawings or attachments if required. 

______________________________

Consultant Workflow

As soon as the document was generated in Part3, you will have received an email asking you to contribute, and a task in the app. 

When you come into Part3, you'll see a task on the Overview page. You can click the ' Contribute' button to jump right to the document. 

Step 1: Review the content of the SI and determine why you need to contribute. 

Step 2: Scroll down to your section. In this example, it is SSI (Structural Supplemental Instruction). You can click the '+' and click 'Add a drawing' or 'Add an attachment'. 

Step 3: You'll receive a pop-up where you can upload your drawing or attachment. The information here will appear on the cover page that is generated in Part3. Upload as many attachments or drawings as you need to.

Step 4: If you are using a Part3 cover page and you are finished assembling your document, you can sign the document within Part3 if you wish. Click the 'sign' button. A pop-up will appear for you to confirm you have reviewed the document and are happy to apply your signature. Refer to this article to learn how to set up your signature.

Step 5: Click 'Submit' at the top of your section. This will notify the Prime Consultant that you have completed your SI, and it is in their BIC to formally issue the document to the team. 

______________________________

Reviewing Consultant Documents

As the Prime Consultant, you have the ability to select either 'Approve' or 'Needs Work'. These statuses' are internal to your consultant workflow and do not appear on any issued documents. 

Approve = Looks great, you captured everything you need in this change document/Instruction. 

Needs work = Hey Consultant, you forgot something or need to revise something (for example, you revised the reflected ceiling plan, but the Electrical Consultant didn't notice the additional pot lights so they need to revise their change/instruction). 

You can leave them a note to let them know why you marked it as 'Needs Work'.

______________________________

Communication

Emails suck. Yeah, I said it. Use Part3's in-app comment feature to @mention each other and work together on a document. Whenever you @mention someone, they will receive an email notification with a link to the document you mentioned them on.