ASI Workflow Settings

In this topic, we'll show you how to setup a custom workflow for the ASI process. By default all companies can send ASIs to all other companies on the project and select different Assignees for each individual ASI. This will be a simple, one step ASI process, where all the assignees will get an option to respond to the ASI. On the other hand you can customize the ASI workflow to suite your project’s needs.

Every company can have its own custom ASI Workflow in a project. So, the ASI Workflow for company A can be different than that of company B. For instance, the workflow for an ASI sent by company B to company C can be different than what it is for the company A sending an ASI to company C. Also, the workflow for an ASI sent by company B to company D can be different than what it is for the company B sending an ASI to company C. The workflows can be easily setup in advance and automated using the Custom Workflows feature. You can also choose which companies can send ASIs to which other companies on the project.

  1. To setup a custom workflow, click on the Architect’s Supplemental Instructions module from the left navigation.  

      

  2. Click on Settings and then click on Workflow from the drop-down. You may see a blank screen in the case when no ASI is added to the project yet. Click on ASI Settings link in that case.







  3. Click on the Select Company drop down.



  4. Select the company, for which you want to add the ASI Workflow for, from the Select Company drop down.



  5. Click inside the Choose a Company input box.



  6. One by one select the companies, to which the other company selected in the previous steps can send the ASIs to, from the drop down list. You can choose to restrict companies from sending ASIs to certain other companies on the project.



  7. Click on the Use following workflow radio button.

    http://dl.dropboxusercontent.com/s/bi7ydzfxek95gnj/7.png?dl=0

  8. Click on the select company drop down and Select the Company, for which you want to setup the workflow for.





  9. Click on the Assign it to button.



  10. Select the check boxes next to the user names, to whom you want to automatically assign the ASIs to in this phase of the workflow, and then click on the Add button.



  11. Click on the Notify to button.



  12. Select the check boxes next to the user names, to whom you want to automatically notify in this phase of the ASI workflow, and then click on the Add button.



  13. Click on the Send ASI To Someone Else button.

    http://dl.dropboxusercontent.com/s/49pucn5ojy6ffh2/14.png?dl=0

  14. You can choose to send the ASIs to other companies once reviewed. The ASIs will be automatically sent to the next step once they are approved by the reviewers and the assignees will be automatically notified that they need to take action next. To add another company to the workflow, click on the Select Company drop down and select the company, to which you want to send the ASI next.



  15. Click on the Assign it to button.



  16. Select the check boxes next to the user names, to whom you want to automatically assign the ASIs in this phase of the ASI workflow, and then click on the Add button.

      

  17. You can choose from three types of workflows- 1) Approve in Sequence (ASIs will be sent in an step by step workflow), 2) All must Approve (ASIs will be sent to everyone in the workflow in one step and everyone will have to approve them in order to get them marked Approved), 3) Any can Approve (ASIs will be sent to everyone in the workflow in one step and anyone can approve them in order to get them marked Approved). Let select the Approve in Sequence for example and also let’s select the check box located next to the ‘If rejected by any one approver in the process, do not send the ASI forward.

      

  18. Click on the Mark it Complete button.



  19. Click on the Save button and then click on the OK button.



    Note: The ASI Workflow will be saved for the chosen company. In our example scenario above the ASI Workflow will be saved for ACME Construction Inc.

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