Construction: digital workflow guide

Start digitalizing Construction by making clear which record passes from whom to whom. Link work packages, quantity revisions, subcontractors, site instructions, and quality/safety checks to the schedule.

Workflow boundaries

Record fields and ownership

For Construction, link package/schedule, survey/revision, and subcontractor/work order records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Link work packages, quantity revisions, subcontractors, site instructions, and quality/safety checks to the schedule. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.