Difference between revisions of "1.2 The Plan Review ProjectWise Process"
Line 17: | Line 17: | ||
| style="text-align:center;" | 1 | | style="text-align:center;" | 1 | ||
| ''Design Team'' – Create PDF of: | | ''Design Team'' – Create PDF of: | ||
− | * Plan Set and name ''‘JN_Road_Prelim.pdf’'', | + | * Plan Set and name ''‘JN_Road_Prelim.pdf’'', ''‘JN_Bridge_Prelim.pdf’'' |
* Proposal and name ''‘JN_Proposal_Prelim.pdf’'' | * Proposal and name ''‘JN_Proposal_Prelim.pdf’'' | ||
* Supporting Documents and name ''‘JN_SupportingDocuments_Prelim.pdf’'' | * Supporting Documents and name ''‘JN_SupportingDocuments_Prelim.pdf’'' |
Revision as of 08:32, 27 March 2019
By Chapter
Folder:
1.2.1 Package Submittal
State: Plan Review - Pending Submittal
Pre-Construction Task: 3580 - Develop Preliminary Plans
Step | Action |
---|---|
1 | Design Team – Create PDF of:
|
2 | Design Team – Add PDFs created in step 1 into the ‘3 – Plan Review’ folder. |
3 | Design Team – Are all Preliminary Plan Review related files in the system? Yes, then:
|
4 | Design Team – Click on OK in the ‘Change Document to State’ window |
5 | Design Team – Send the system generated email.
|
State: Plan Review – Review
Pre-Construction Task: 3580 – Develop Preliminary Plans
Step | Action |
---|---|
1 | Project Manager – Upon receipt of email, review proposal, plans and supporting document packages. If ready, proceed to the next step of initiating the Plan Review. |
1.2.2 Review
Folder:
State: Plan Review – Pending
Pre-Construction Task: 3580 – Develop Preliminary Plans
Step | Action |
---|---|
1 | Project Manager – Update and Save the ‘0303_DPS sheet' in the DPS-CA Form.xlsx file, located in ‘- Supporting Documents’ folder.
|
2 | Project Manager – Print the‘0303_DPS' sheet from the DPS-CA Form.xlsx to PDF and apply the naming convention of ‘JN_0303_DPS _Prelim.pdf’. |
3 | Project Manager – Add file created in step 2 into the ‘Meeting Request and Minutes’ Folder.
|
4 | Project Manager – Ready to coordinate the Plan Review meeting date with QA Review Manager? Yes, then:
|
5 | Project Manager – Click on OK in the ‘Change Document to State’ window |
6 | Project Manager – This email is to coordinate with QA on a date for the meeting. Enter dates available into the body of the system generated email.
|
State: Plan Review – Request for Meeting
Pre-Construction Task:
Step | Action |
---|---|
1 | QA Review Manager – Upon receipt of email, review Proposal, Plans and Supporting Documents packages. |
2 | QA Review Manager – If ready to assign a reviewer, then:
|
3 | QA Review Manager – Click on OK in the ‘Change Document to State’ window |
4 | QA Review Manager – Add the Reviewer’s email address and requested information in the body of the system generated email.
|
State: Plan Review – Assigned to Reviewer
Pre-Construction Task:
Step | Action |
---|---|
1 | QA Reviewer – Upon receipt of email, proceed with coordinating meeting date and time with Project Manager. |
2 | QA Reviewer – Once there is an agreed upon date:
|
3 | QA Reviewer – Click on OK in the ‘Change Document to State’ window |
4 | QA Reviewer – Add the requested information in the body of the system generated email.
|
State: Plan Review – Scheduling and Distribution
Pre-Construction Task:
Step | Action |
---|---|
1 | Project Manager – Upon receipt of email, proceed with scheduling meeting date and time with reviewers. |
2 | Project Manager – Once you ready to initiate the meeting appointment:
|
3 | Project Manager – Click on OK in the ‘Change Document to State’ window |
4 | Project Manager – Please do the following to the system generated email:
NOTE: Please allow 20 work days for Preliminary Plan Review. |
REMINDER: Update RID Checklist and the RID Index then copy it into the Supporting Documents>RID Preparation folder for review. Highlight all files than change state to next to submit to RID Review staff.
State: Plan Review – Ready for Review
Pre-Construction Task: 3590 – Preliminary Plan Review (NOTE: 20 work days for review)
Step | Action |
---|---|
1 | The Plan Reviewers – Log in to the Bluebeam Studio Session. The access code is included in the "Ready for Review" email. |
2 | The Plan Reviewers – Review the documents included in the Bluebeam Studio Session |
3 | Project Manager – After the 20 work day review period:
|
4 | Project Manager – Click on OK in the ‘Change Document to State’ window.
|
State: Plan Review – PM Review in Progress
Pre-Construction Task: 3600 – Project Manager The Plan Review (5 work days for review)
Step | Action |
---|---|
1 | Project Manager – Review comments located under the JN’s ‘3 - Plan Review’ folder. |
2 | Project Manager – Once all comments have reviewed:
|
3 | Project Manager – Click on OK in the ‘Change Document to State’ window. |
4 | Project Manager - Add all Reviewers’ email addresses and requested information into the system generated email.
|
State: Plan Review – Ready for Meeting
Pre-Construction Task: Design Team (5 work days for review)
Step | Action |
---|---|
1 | Reviewers – Review comments. Reminder: contact Project Manager with any comments prior to the Plan Review Meeting. |
2 | QA Review – Once the meeting has ocucred:
|
3 | QA Review – Prepare to send out notification requesting review of draft report:
|
4 | QA Review – Click on OK in the ‘Change Document to State’ window. |
5 | QA Review - Add all applicable email addresses into the system generated email.
NOTE: Only send one email. |
State: Plan Review – Draft Meeting Report Pending
Pre-Construction Task:
Step | Action |
---|---|
1 | Reviewers – Upon receipt of email, review Draft Meeting Report. Reminder: contact QA Reviewer with any comments prior to the due date. |
2 | QA Review – Once the due date has ocucred:
|
2 | QA Review – Prepare to send out request to have Final Meeting Report distributed:
|
3 | QA Review – Click on OK in the ‘Change Document to State’ window. |
4 | QA Review – Add requested information in the body of the system generated email.
NOTE: Only send one email. |
State: Plan Review – Final Report Distribution
Pre-Construction Task:
Step | Action |
---|---|
1 | QA Admin Assistant – Prepare Final Meeting Report for distribution. |
2 | QA Admin Assistant – Prepare to send out Final Meeting Report notification:
|
3 | QA Admin Assistant – Click on OK in the ‘Change Document to State’ window. |
4 | QA Admin Assistant - Add all applicable email addresses into the system generated email. |
State: Plan Review - Final Meeting Report
Pre-Construction Task:
Step | Action |
---|---|
1 | Preliminary Plan Review workflow process is now complete. |
1.2.3 Preliminary RID Review
State: Preliminary RID Review - Pending
Pre-Construction Task: 3580 - Develop Preliminary Plans
Step | Action |
---|---|
1 | Design Team – Create RID Submittal Deliverables during State: Plan Review - Pending Submittal:
|
2 | Project Manager – Check the RID Review Checklist.xlsm file, located in the - Supporting Documents > RID Preparation folder.
NOTE: This is a “living†form. The Project Manager will update this form at each milestone. |
3 | Project Manager – Make sure the RID files are ready for review prior to completing the State: Plan Review - Pending. |
4 | Project Manager – Once you are ready to initiate the meeting appointment during the State: Plan Review – Scheduling and Distribution:
|
5 | Project Manager – Click on OK in the ‘Change Document to State’ window |
6 | Project Manager – Include MDOT RID Support on the email generated during the State: Plan Review – Scheduling and Distribution. |
State: Preliminary RID Review - Review in Progress
Pre-Construction Task: 3590 - The Plan Review (20 work days for review)
Step | Action |
---|---|
1 | MDOT-RIDSupport Reviewers – Perform review of the RID files and document comments in the RID Review Checklist.xlsm. Reference saved views in the Preliminary Comments column.
NOTE: During this state the ‘RID-Preliminary’ folder will be locked for MDOT-RIDSupport review. |
2 | MDOT-RIDSupport Reviewers – Create a pdf copy of the RID Review Checklist.xlsm file and add the date to end of the RID Review Checklist.pdf in the ‘RID_Preliminary’ folder. |
3 | MDOT-RIDSupport Reviewers – After the 20 work day review period:
|
4 | MDOT-RIDSupport Reviewers – Click on OK in the ‘Change Document to State’ window.
NOTE: No email will be generated. |
State: Preliminary RID Review - Complete
Pre-Construction Task:
Step | Action |
---|---|
1 | The files in the ‘RID-Preliminary’ folder will be locked as a time stamp of the submittal and review. Responses from the Design Team or Project Manager should be placed in the OEC Comments column of the RID Review Checklist.xlsm in the - Supporting Documents > RID Preparation folder. The RID files can be copied from the ‘RID-Preliminary’ folder if necessary for discussion. |
2 | The files can be viewed by the Project Manager and Design Team during the State: Plan Review - PM Review in Progress and the State: Plan Review - Ready for Meeting. |