Proposed Change - Collaborate

Now that you've created your Proposed Change, it's time to start adding your drawings and working with your Consultants! In this article, we'll discuss:

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

Prime Consultant workflow

Step 1: Select the individual under that consultant discipline that you want to contribute to the Proposed Change. 

If you know you'll always be working with the same person from that company for the entire project, click on the three dots and select '+ Make Default'. 

Step 2: Enter a due date. This is optional, but it helps to set expectations for your team and will be required if you're using Part3's automated reminder schedule. 

Step 3: Add any drawings or attachments that will be part of this change document. Click the '+' sign and select either drawing or attachment. 

Step 4: A pop-up will appear for you to enter information and attach the pdf document of the drawing. When finished, click the blue 'Add' button.

Part3 is now populating your cover page for you!

Step 5 (Optional): Use Part's annotation tools to mark up your drawings or attachments as required. Read more here. 

_______________________

Consultant workflow

As soon as the document was created and your name was assigned to contribute to the change, you will have received an email asking you to contribute. When you come into Part3, you'll see a task on the ' Overview' page. You can click on the 'Contribute' button to jump right into the document.

Step 1: Review the Prime Consultants' content and drawings to understand why you need to contribute to this change. 

Step 2: Scroll down to your section. If you click '+', you have the option to click 'Add a drawing' or 'Add an attachment'. 

Step 3: You'll receive a pop-up where you can upload your drawings or attachments. The information entered here will appear on the cover page generated by Part3. When finished, click the blue 'Add' button.

Step 4: If you're using the Part3 cover page and you're finished assembling your document, you can sign the document in Part3. Click the green 'Sign' button in the top right corner. 

You'll see a pop-up at the bottom of the screen for you to confirm you reviewed the document and are happy to apply your signature. Tick the box and hit the blue 'Sign' button. 

Step 5: Click the blue 'Submit' button in the top right of your section. This will notify the Prime Consultant that you have completed your change, and it will move to their BIC to formally issue the document. 

_______________________

Reviewing Consultant Changes

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

Approve = Looks great, you captured everything we need in this change!

Needs work = Hey! You forgot something or we need to revise something (for example, you modified the opening in the roof, but Structural didn't notice that so did not update their plans). You can leave a quick note to let them know why you marked it as 'Needs Work'. The task will move back to their BIC and your note will be in this history for them to review. 

______________________________

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.