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e-Builder® Document Turnover and more!

e-Builder® Entree

Using e-Builder® for Document Turnover

Accurate, efficient, and organized from start to finish. 

Set the scene: A recently completed project, led by Mr. Pit, just finished updating 15 buildings at Avicado University. Let’s follow Mr. Pit through the document turnover process and see how e-Builder® has made it a breeze! 

Prior to using e-Builder® for document turnover, Mr. Pit would receive all the files in a hard drive without a folder structure, making it quite a feat to find the appropriate documentation when needed. 

As an owner, Mr. Pit is now able to take control of how files are organized by utilizing e-Builder’s process module. 

Goal: Accuracy 

  • Mr. Pit has a process instance created for each document that needs to be turned over.
    • This ensures that each instance is gathering all the proper information and no documents slip through the cracks.
  • To make sure important documents are complete and final, he sets up an audit step with the engineers. 
  • Example: An operation and maintenance manual for the AHU (air handling unit) in the Business building gets reviewed by the normal reviewers and has a 20% chance of being audited by the engineers. 
    • All of which is automated in the e-Builder® process. 

Goal: Efficiency

  • Prior to project closeout, Mr. Pit created a predefined workflow review process within e-Builder®.
  • Making it easy to ensure appropriate actors determined by the workflow are reviewing, approving, and rejecting documents in a timely manner. 
  • The minimal amount of additional reviews or audits to complete the goal of having updated record documents. 
  • Example: The Health Sciences building has 45 light switches throughout it. Since the light switch documents were previously reviewed in the submittal process, they require little to no additional auditing and are streamlined to the finish step where they are organized. 

** BONUS Create advanced reports in BI that show Outstanding Turnover Documents, Total # Rejections by Document Type or Reason, and % Approved **

Goal: Organized 

  • Mr. Pit’s predetermined process allows items to be broken up by discipline, document type, or associated equipment prior to being finalized in the repository. 
  • Along the way, reviewers ensure the documents get tagged with relevant building, location, and other defining characteristics that ensure it’s super easy to find later!
  • Example: A water pump manual for the Engineering building will be tagged with “engineering_level1_mechroom_o&m_waterpump_installation-and-operation-manual”   

Conclusion: 

  • Mr. Pit saved so much time that he and Mrs. Pit are going on vacation this summer! 

 Live from YouTube, it’s Avicado remote trainings! 

In case you missed our latest remote trainings, click the links below to catch up! 

Submittals Module 
This training covers: 
– Terminology
– Data Ownership
– Getting Contractor Data
Watch here 
Distinctively You
– A conversation around women in construction technology 

– Mentoring
– Balancing Work-Life
– Standing Out
Watch here 

e-builder® trainings, white papers, tips and more: http://www.avicado.com/resources/  

Keep up the great work Paulina! We appreciate all you do and your commitment to improving our client’s experience with e-Builder®.
Meet the rest of the team here:
http://www.avicado.com/about/meet-the-team/

 Leftover bites 

Copy Report Function in BI reports: 

When creating a BI report, eB admins can duplicate it to make it available to other users/roles. There is no Save As function like there is for traditional reports.

Delegate Button

Where “All or Majority” actors are selected for a process step, the delegate button does not show up and can’t be used simultaneously

 Avicado Toast from e-Builder® Experts 

Avicado Toast is produced by Avicado Construction Technology Services. With over $50 billion dollars in managed projects and clients in the Fortune 500, we know a thing or two about Improving your experience with e-Builder™. To learn more about Avicado Services visit www.avicado.com.

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