Architecture Firm: digital workflow guide

Start digitalizing Architecture Firm by making clear which record passes from whom to whom. Link briefs, drawing sheets, revisions, approvals, site visits, and handover by project code.

Workflow boundaries

Record fields and ownership

For Architecture Firm, link project scope, drawing/revision, and decision/approval 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 briefs, drawing sheets, revisions, approvals, site visits, and handover by project code. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.