Character: Amanda, Municipal Engineer
Amanda is a Municipal Engineer overseeing a new bridge construction project. Her role is to make sure all plans comply with city standards and are safe for the public. The new approval workflow in Catenda Hub helps her manage this process efficiently and prevent costly errors.
The Use Case: Reviewing Bridge Foundation Plans
Amanda has received a new approval request from the external Structural Engineer team. They've submitted the foundation plans for review. Amanda needs to check the plans, add her comments, and decide if they can move forward.
Reviewing and Commenting on Documents
Access your approval requests: Amanda logs into Catenda Hub and goes to the Approvals page. She filters for her open approvals to see what's assigned to her.
Open the document for review: She clicks on the request and then the Review button to open the foundation plans.
Add markups and annotations: While reviewing, Amanda sees a detail that requires clarification with the Geotechnical Consultant. She clicks the Annotate tab and uses the drawing tools to highlight the specific area. She saves her markup with a name like "Foundation Markup - Geotechnical Review".
Make a decision: After reviewing the document and adding her comments, Amanda decides to Approve it. The MEP Engineer team also participates in the review and provides their feedback.
Submit your decision: She clicks Submit to finalize her decision. Her approval is now visible to the other teams in this review step. The Structural Engineer will see her comments and can respond.
What Happens After the Review
Once all reviewer teams have submitted their decisions, the document moves to the final approval stage. This ensures the plans are thoroughly reviewed by all relevant parties before being formally approved for construction. The document will eventually be moved to the Published state, which construction workers can trust as a final, official document.