Workflows — Index

This index lists all pages in the Workflows wiki section — the processes a project runs around a drawing: getting it reviewed, getting it approved, issuing it, and revising it.

Page	Description
Issuing a Drawing	Freeze a revision (from Draw or a P&ID model), read the drawing register, send a transmittal
Running a Design Review	Review comments, the five-state lifecycle, who may do what, and importing a marked-up PDF
A Revision Cycle	Revision history, comparing two revisions, and advancing the project stage gate
Starting a Workflow	Sending a project or drawing round an approval sequence, and who gets notified
Building a Template	Authoring your own approval-workflow template
Discipline-to-Discipline Review	Process → Mechanical → Electrical → I&C → Civil: discipline pools, choosing who gets the next step, "Needs assignee", returning work for rework
Reviewing Schedules	A BoQ or I/O list round the disciplines on a pinned revision: row comments, row sign-off, issuing the signed-off revision

Which page do I want?

You want to…	Go to
Send a drawing to a client or contractor	Issuing a Drawing
Get a drawing checked before you issue it	Running a Design Review
Bring a client's PDF markup back in as comments	Running a Design Review
See exactly what changed between two revisions	A Revision Cycle
Move the project from Outline to Detailed Design	A Revision Cycle
Put an approval step in a colleague's queue	Starting a Workflow
Define your own approval sequence	Building a Template
Send a drawing round the disciplines in turn	Discipline-to-Discipline Review
Get a BoQ or I/O list checked and signed off row by row	Reviewing Schedules

Before any of these

The workflows here assume a drawing already exists. If it does not, start with a tutorial:

• A Greenfield Project, End to End
• Brownfield — Starting From CAD Drawings You Already Have