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Create a New Workflow

1

Navigate to Workflows

Click Workflows in the sidebar.
2

Click Create Workflow

Look for the “Create Workflow” or ”+” button.
3

Enter Workflow Details

Provide a name and description for your workflow.
4

Add Workflow Items

Create checklist items that define what to review.
5

Save

Save your workflow to make it available for execution.
[SCREENSHOT PLACEHOLDER: Create workflow modal/form]

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Workflow Naming

Choose clear, descriptive workflow names that indicate:
  • The type of review (e.g., “Structural Code Compliance”)
  • The discipline or scope (e.g., “MEP Systems Review”)
  • The standard or code (e.g., “IBC 2021 Compliance Check”)

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Good Workflow Names

  • ✅ “Structural Steel Design Review - AISC 360”
  • ✅ “MEP Coordination Check”
  • ✅ “Energy Code Compliance - ASHRAE 90.1”
  • ✅ “Drawing Quality Assurance”

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Avoid

  • ❌ “Workflow 1”
  • ❌ “Test”
  • ❌ “Review”

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Workflow Description

Write a clear description that explains:
  • The purpose of the workflow
  • What aspects will be reviewed
  • Which standards or codes apply
  • Who should use this workflow

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Example Description

This workflow reviews structural steel connections for
compliance with AISC 360-16. It checks bolt patterns,
weld specifications, and connection capacity calculations.

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Adding Workflow Items

After creating the workflow, add review items (checklist items):
  1. Click “Add Item” or similar button
  2. Enter the review question or requirement
  3. Assign categories and tags
  4. Save the item
  5. Repeat for each check in your review
See Workflow Items for detailed guidance on creating effective checklist items.

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Organizing Workflows

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By Discipline

Create separate workflows for different engineering disciplines:
  • Structural
  • Mechanical
  • Electrical
  • Plumbing
  • Architectural

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By Project Phase

Organize workflows by design phase:
  • Schematic Design Review
  • Design Development QA
  • Construction Document Review
  • Shop Drawing Review

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By Code/Standard

Create workflows for specific codes or standards:
  • IBC 2021 Compliance
  • ASCE 7 Load Review
  • NEC 2020 Electrical Check

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Workflow Templates

Start with a template workflow and customize it for your specific needs. This saves time and ensures comprehensive reviews.
Common templates might include:
  • General structural review
  • MEP coordination checklist
  • Code compliance verification
  • Calculation review template

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Best Practices

Begin with a small workflow (5-10 items) and expand as you learn what works.
Write clear, specific review items rather than vague questions.
Organize items with categories for easier navigation and filtering.
Refine workflows based on results - add, remove, or modify items as needed.

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After Creating a Workflow

Once created, you can:
  1. Run the workflow on project documents
  2. Edit and refine workflow items
  3. Share the workflow with your team
  4. Duplicate and customize for similar reviews

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Next Steps

Add Workflow Items

Learn how to create effective checklist items

Categories & Tags

Organize your workflow items

Run a Workflow

Execute your first review