WORKFLOW & PROCESS MANAGEMENT

Control the process & deliver with confidence

Structure and automate business processes for documentation deliveries to get full control of your projects.

How To Buy

Workflow Designer

Streamline your business processes by creating your own workflows or editing
pre-defined templates.

Define clear revision standards for documents and projects
Use predefined revision codes or define your own
Automatically update revisions based on workflow approvals or other triggers
Only distribute the latest revisions
Control access and create a clear audit trail for documentation

Transmittals

Streamline the process of sending and receiving documentation to external parties.

Automatically generate emails with the right attachments and transmittal number
Generate PDF transmittal letters
Log all transmittals for audit and control
Integrate ”Digital Signature” for electronic signature by the recipient

Review & Approval

Place the right structure around review and approval processes such as IDC (Inter Discipline Check, DIC (Discipline Internal Check), ICR (Issued for Client Review) and IFC (Issued for Construction) so everyone completes tasks on time.

Automatically route documents to the right persons
Notify each approver when they are required to review or approve a document
Automatically update revision and status codes based on approval
Limit wait time and delays with managed feedback loops
Track decisions made with audit trail review
Integrate with Proarc Comment Handling

RFI’s, TQ’s, & NCR’s

Get full control over change processes in your project with workflows for RFI’s, TQ’s, and NCR’s.

Import using incoming transmittal and outlook integration, or give external users access through Proarc Collaboration
Link the request to the right documentation
Route the request to the right persons for review and approval
Assign the right reason for issue based on workflow decision
Keep record of all requests

Comment Handling

Skip the pain of managing comments and ensure smooth collaboration through review, consolidation, approval and distribution processes.

View comment annotations and reply to multiple documents from a single view
Speed up the review process by allowing for automated parallel commenting
Reduce comment clutter and focus on actionable items by actively resolving comments
Consolidate comments and automatically generate a comment report as part of the outbound transmittal
Comment on-the-go or from the field with Proarc Mobile

Task Lists

Make sure project members stay on top of their tasks and meet the deadlines

Receive notifications each time a new task is assigned
Make sure management and administrators have visibility to see status of all project members tasks
Easily track the status of the tasks in the workflow tracker
View details such as workflow history, comments and document attachments

Distribution Matrix

Standardize workflow distributions with pre-assigned responsibilities. No need to maintain manual distribution lists and spend time on finding the correct list.

Allow the distribution matrix to follow predefined rules dictated by metadata triggers
Automatically select workflows with specific circulation lists to suit a specific situation

Explore all the features

Document Management

EXPLORE

Data Management

EXPLORE

Planning & Progress

EXPLORE

Workflow Management

EXPLORE

Client & Vendor Collaboration

EXPLORE

Reporting & Analytics

EXPLORE

Delivery Management

EXPLORE

Mobile Accessibility

EXPLORE

Software Integrations

EXPLORE

Data Protection & Compliance

EXPLORE

THE FIRST STEP TOWARDS GETTING STARTED

How To Buy

WORKFLOW & PROCESS MANAGEMENT

Control the process & deliver with confidence

Workflow Designer

Transmittals

Review & Approval

RFI’s, TQ’s, & NCR’s

Comment Handling

Task Lists

Distribution Matrix

Explore all the features

Document Management

Data Management

Planning & Progress

Workflow Management

Client & Vendor Collaboration

Reporting & Analytics

Delivery Management

Mobile Accessibility

Software Integrations

Data Protection & Compliance

THE FIRST STEP TOWARDS GETTING STARTED

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