Bulletins

In this article, we'll cover how to create, collaborate, review, revise, and issue Bulletins!

Create a Bulletin

Step 1: Click the '+' button in the top right corner of the app and select 'Bulletin'

Step 2: A pop-up will appear with different areas to populate. The number of the SI will automatically populate based on the next available number. You can override this if necessary. 

• Title: Describe the bulletin title that you want to appear on the cover page.
• Reason: You can select from a pre-populated list of reasons.
• Addressee: This is who you want the document to be addressed to. You can set a default at your company level under the project teams page. 
• Description: Enter a description of the bulletin. You can always come back and edit this if you need to 🙌
• Main Disclaimer: The disclaimers listed here are pulled in from your organizational settings. You can edit or add a new disclaimer if required. The modifications will be unique to this document. 
• Consultants: Select the consultant disciplines that will be required to contribute to this document. 

Step 3: Once you have completed the fields, click the blue 'Create' button at the bottom of the pop-up. 

Collaborate on Bulletins

Now that the bulletin has been created, it's time to start assembling the document and collaborate with your team. We're going to cover:

• Prime Consultant workflow
• Consultant workflow
• Reviewing Consultant documents

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 when creating the document.

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 'Add' 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 and you were added, 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 bulletin and determine why you need to contribute. 

Step 2: Scroll down to your section. In this example, it is EIB (Electrical Bulletin). 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 task, 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 document. 

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 document).

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

Request a Review

Now that you’ve worked on your Bulletin with your consultants, you can choose to request a review from your team. The review stage is there if you need someone to look over and approve the document before it’s officially issued. This step is completely optional — if it doesn’t fit your workflow, you can skip straight to the next section.

Step 1: Click the '+add' button on the right-hand side to add reviewers.

Step 2: Select the individuals you would like to review the document from the contact list. Make sure the 'Send notification' box is selected, and click 'add'.

Step 3: Click the blue 'send for review' button, followed by 'continue'. 

Issuing a Bulletin

Step 1: Give your document a double-check to make sure things look good and it's ready to go!

Step 2: Review your distribution list and make sure it has everyone you want to include.

Step 3: Click the blue 'Issue' button in the top right corner of the screen. 

Step 4: A pop-up will appear to give you one final check of what you're distributing and to who. 

You have the option to include a distribution message that will be added to the body of the email to give more context about the document being issued.

Step 5: Make sure the 'Send email to distribution list' box is ticked, and click the blue 'Issue' button at the bottom of the pop-up.