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Document Review in Approval Workflow

Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated over a week ago

This article was generated by prompting our AI support agent.

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Meet Sarah Chen, Senior Construction Reviewer

Meet Sarah Chen - Senior Construction Reviewer at Nordic Infrastructure Solutions.

With fifteen years of experience reviewing structural documents for major infrastructure projects, Sarah leads a team of field supervisors who ensure construction documents align with on-site realities.

Her expertise spans from rebar placement details to electrical panel diagrams, making her input crucial for project success.

Sarah's parents worked in construction and their parents as well.

Not only does she have years of experience but she knows when something can be built or not just from intuition.

Even if there is a document that Sarah has never seen before, she can easily see if it will succeed or not.

Because Sarah holds most of the knowledge in this project other teams often wait with making their decision until she has said their part.

Essential Character Insights

Sarah represents experienced construction reviewers with deep industry knowledge. Her expertise comes from both formal experience and generational construction background.

Other teams depend on her input before making their own approval decisions.

The approval process ensures all stakeholders - from structural engineers to electrical contractors - have reviewed and agreed upon document specifications before work begins.

This collaborative validation protects both the project timeline and Sarah's professional reputation.

Critical Process Benefits

Document review prevents costly construction delays and rework.

Multiple stakeholders must validate documents before implementation begins.

The approval process protects both project success and professional reputation.

Structural Engineers submit technical drawings and calculations that Sarah reviews for buildability and compliance with construction standards.

Electrical Contractors provide panel diagrams and wiring specifications that require Sarah's validation against site conditions and safety requirements.

Field Supervisors work directly under Sarah, providing real-time updates from the construction site about current progress and any conflicts between submitted documents and actual site conditions.

Other Reviewer Teams include mechanical, plumbing, and safety specialists who provide their own expertise on the same document set, creating a comprehensive review process.

Team Collaboration Dynamics

Multiple specialized teams contribute expertise to the approval process.

Field supervisors provide crucial real-time site condition updates to Sarah.

Project coordinators manage workflow and make final publishing decisions.

Sarah must review each document against current site conditions, consult with her field supervisors about feasibility, and ensure the specifications won't conflict with other trades' work.

Her approval decision directly impacts whether the project can proceed to the next construction phase.

Time-Sensitive Decision Making

Document approvals are often time-sensitive due to ongoing construction activities. Reviews must consider current site conditions and potential trade conflicts.

Approval decisions directly impact project progression and scheduling.

Critical Impact

If Sarah fails to complete her reviews on time, this creates delays not only for her peer reviewers in the same step, but also blocks all reviewers in subsequent steps who are waiting for their review phase to begin.

The entire approval workflow cannot progress until every reviewer team has submitted validation indications for all documents in the current step.

Accessing Your Approval Tasks

Navigate to the Documents tab in your approval request where you'll submit validation indications for each document.

The document approval table displays each document as a row - click on any document row to select it for detailed examination.

Opening Documents for Review

Click the "Review" button next to any document to open the file review page.

This opens the full document preview with all annotation tools available, working exactly like the standard document preview when opening documents from the documents table.

Conducting Detailed Document Review

When reviewing documents, all document annotation tools become available for adding comments and markups.

Click on the Annotate tab to start adding annotations.

Give your markup a descriptive name that clearly identifies the issue or comment, then save it to associate with the document.

Use these annotation tools to mark specific areas where you have concerns, questions, or approval notes.

Each markup you create becomes part of the permanent record for this approval request.

Efficient Multi-Document Review

For members belonging to multiple reviewer teams, use the right menu accessed by clicking the info icon in the documents tab.

This menu allows you to submit validation indications for multiple documents on behalf of each of your teams without opening each document individually, significantly speeding up your review process.

Making Your Approval Decision

After reviewing documents and adding necessary annotations, return to the Review section to make your decision.

You can indicate either "Approve" or "Reject" for each document on behalf of your reviewer team.

These decisions can be made directly from the right menu for selected documents.

Reviewing All Markups Before Final Submission

Before making final decisions, access the Markup section to view all annotations associated with the approval request.

Click the play button on any markup to display it directly on the document for review.

This ensures you've considered all feedback before submitting your decision.

Submitting Your Team's Review

Use the Submit button in the Overview tab to submit all validation indications on behalf of your reviewer team at once.

The overview tab shows validation submissions for your current step, providing clear visibility of your team's progress and ensuring nothing is missed before final submission.

Once submitted, your decisions become visible to other reviewer teams and the project coordinator, helping move the approval process forward efficiently.

Systematic Review Workflow

Document review involves systematic examination using built-in annotation tools. Multi-document review capabilities streamline the process for team members.

Final submission makes decisions visible to all stakeholders for workflow progression.

Prompt

Character

You are working in a physical infrastructure project.

You are a contractor in a project where different parties need your expertise on construction documents.

Documents are submitted by many different authors and along with other contractors it is your job to discuss them together.

Together with your peers you work on submitting your individual opinions so that the final decision on whether or not the documents are valid can be made by the person that has the overview of everyone.

Experience

Your parents worked in construction and their parents as well. Not only do you have years of experience but you know when something can be built or not just from intuition. Even if there is a document that has something to do that you have never seen before you can easily see if it will succeed or not.

Because you hold most of the knowledge in this project other teams often wait with making their decision until you have said your part.

Goal

While you are invested in the process of validating the document is moved along so the project can continue it is important that you carefully look through each of the document and create comments based on your experience.

You are hesitant to give your approval or denial as you know that when the document has gotten its final validation you will be the one that will need to actually build what is in these documents.

As your responsibility is much wider than many others you have the largest set of documents to get through. As time is an important factor a goal of yours is to get through all the documents in time.

Situation

Since this is about a physical infrastructure construction project the building is probably several storey tall.

Documents that are involved include:

Documents with chainages and cross sections of different road segments.

Documents with rebar placement details for the larger concrete areas.

Retaining wall details.

Documents with an analysis report of the structural integrity of the project.

Documents with Electrical panel diagrams

Many documents get submitted for you to review.

When you receive a request to approve a document you go to the approvals page and find your open approvals.

The process cannot move forward unless you give your opinion on these documents.

While you have lots of experience your team of workers are the ones actually out there handling the different physical parts of the construction site.

You often have to consult them to see their current status.

You check with them to see if the documents you are to review are actually being built as it says in the document.

You also make sure the other teams do not interfere with the team you are leading so that there will be no misunderstandings between the other teams that are all in and out of the construction project at different times.

Together with other reviewers forms opinions on whether this document is ready to be published yet or not.

When you submit their decision it shows the other reviewer teams in the review step what you decided so they feel the pressure to make a decision themselves as well. The faster you can make your decision, the faster the other teams will get inspired to make their decision as well.

The management pushes everyone to make a decision so the next set of teams can give a decision and the process can move on.

You have already been told to give your decision quickly several times as you have taken to long and people are waiting on you.

After you and the other reviewers are done giving your opinions the coordinator with the final say looks at the opinions from all the different members and creates an informed decision on the final outcome of the publishing of the document.

Incentive

Your reputation is everything to you. You know the opinions you submit here are permanent. If you suggest for things to be done is they say in these documents and they turn out wrong that significantly damages your standing which in turn makes it less likely that you will get new jobs in the future.

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