Sheet metal & metal
Incoming drawings, STEP models, part revisions, clarification and workshop packs stay in the same project record. Additional documents retain provenance and revision references.
Explore the industry workflow →Getting information to the right person
Documents, Tasks & Collaboration
Documents, tasks, notice board, messages, clarification requests, escalations, approvals, labels and print jobs complement the process. Roles see only what is relevant to their work.
Today
Today, information gets lost between stations.
Documents sit in folders, clarification requests in mailboxes, notes on slips of paper – and whoever has to approve something often finds out too late.
- Searching for documents in different repositories
- Assigning tasks and approvals by word of mouth
- Noticing overdue items only late
- Creating labels and printouts without feedback on print status
Features
What the module covers.
▤
Document storage
File originals, derivatives, technical documents and versions cleanly with their cases and objects.
☑
Tasks & approvals
Assign open items and approvals specifically to roles or people.
!
Escalations
Make overdue approvals, faults and problems visible.
▣
Notice board
Notices, posts, comments, attachments, seen/done status for internal collaboration.
✉
Messages & drafts
Prepare clarification requests, quote communication and internal messages in the process context.
⌗
Printing & labels
Manage central printers, devices, labels, page preview, retries and actual print status.
In the product
Documents stay where the work happens.
The inquiry documents in the case; verifications, revisions and the document package on the component.
Workflow
From intake to a controlled result.
01EventProblem, task or document.
02AddressRole/person/area.
03HandleReview, comment, correct.
04ApproveAuthorized person decides.
05OutputDocument/label/print.
06ArchiveHistory stays with the case.
Human in the loop
This is where your team reviews and decides.
secondFactory prepares. At these points, a person confirms, corrects or deliberately approves – nothing slips through unnoticed.
✓
Approval by authorized persons
Approvals go specifically to roles or people – only those who are authorized may decide.
✓
Review messages before sending
Clarification requests and quote communication are prepared as drafts and sent deliberately.
✓
Handle escalations
Overdue approvals and problems remain visible until they are resolved.
Your benefits
What improves day to day.
✓
Fewer handover losses
Tasks and information stay in the process context.
✓
Role-based
Everyone sees only what they need and are allowed to see.
✓
Verifiable
Decisions, print jobs and edits remain logged.
Time saved through fewer handover lossesYou save time mainly because information no longer has to be searched for and tasks no longer have to be chased by phone. How large the effect is will be measured on the real workflow during the process assessment.
Input & result
What goes in. What comes out.
Input sources
- Original and derived documents
- Problems, tasks and notices
- Clarification requests and internal messages
- Print and label jobs
Results
- Documents linked to case and object
- Tasks and approvals per role
- Escalations of overdue items
- Notice board with seen/done status
- Labels and prints with actual print status
In the end-to-end process
Handovers without re-entry.
Before
All process steps
Each step can create tasks, clarification requests or documents.
This module
Documents, Tasks & Collaboration
Getting information to the right person.
After
Approval and archive
Decisions flow back into the process; the history stays with the case.
Process analysis / demo
Check documents & collaboration against your day-to-day work.
In a process analysis, we trace where information and approvals get stuck today.
Applied in your industry
One module. Your business’s engineering logic.
Wood & interiors
Survey, brief, design variant, drawings, material lists and installation documents accompany the same order from enquiry to acceptance.
Explore the industry workflow →Buildings & MEP
Floor plans, sections, elevations, engineering reports and handovers stay project-linked. Saved revisions identify the building and design basis used to create each deliverable.
Explore the industry workflow →