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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Create an approval workflow for project files in Autodesk Construction Cloud.
Type:
Tutorial
Length:
3 min.
Transcript
00:03
In the Autodesk Construction Cloud, the Reviews tool facilitates and automates the distribution of project files to project members,
00:11
streamlining the feedback and approval process.
00:15
Using this tool, project administrators can create, edit, and manage approval workflows to enable the review process for project files.
00:25
To create an approval workflow, as a project administrator,
00:30
begin in the Autodesk Construction Cloud with your project open in Docs.
00:34
In the navigation panel, select Reviews, then click Settings.
00:41
Click Create approval workflow.
00:45
In the corresponding dialog, expand the drop-down to select an approval workflow template.
00:51
Here, you can choose a one- to six-step approval, or a two- to four-step group approval.
00:58
This selection determines the number of approval steps,
01:02
as well as whether a single review or a group of reviews is required to move from one step to the next.
01:08
In this example, select Three Step Approval.
01:12
As explained in the dialog, this workflow routes the files through two review steps and an approval step,
01:19
then allows you to choose a destination folder for the approved files.
01:24
Click Next.
01:26
On the Create an approval workflow form, first, type a Name, such as “Region Review”, and optionally, add a Description.
01:36
Click in the Initiator field.
01:39
Then, in the Select members dialog, choose one or multiple initiators to determine who can use this template to start a review.
01:49
Click Save.
01:51
Based on the template you chose, a Reviewer Type of Single reviewer indicates that only one reviewer needs to complete a review
01:58
before moving to the next step.
02:01
Click in the Reviewers field and select the reviewers for this step.
02:07
Click Save.
02:09
Next, in the Time allowed section, specify the length of time allowed for each step—in this case, 3 Calendar days.
02:18
Repeat these steps to set the reviewers and review time for your second review step and for your Approver step.
02:26
In the File review status section, you can set your status labels and icons—here, keep the defaults.
02:35
Next, in the Action upon completion section, determine what happens when files are approved.
02:42
In this example, select Copy approved files to.
02:46
Then, in the Select a folder dialog, navigate to the desired location.
02:53
Click OK.
02:56
Back on the Create an approval workflow form, click Save.
03:01
This approval workflow is saved and available for use.
03:05
Creating approval workflows allows you to automate and streamline the review and approval process for your project files.
Video transcript
00:03
In the Autodesk Construction Cloud, the Reviews tool facilitates and automates the distribution of project files to project members,
00:11
streamlining the feedback and approval process.
00:15
Using this tool, project administrators can create, edit, and manage approval workflows to enable the review process for project files.
00:25
To create an approval workflow, as a project administrator,
00:30
begin in the Autodesk Construction Cloud with your project open in Docs.
00:34
In the navigation panel, select Reviews, then click Settings.
00:41
Click Create approval workflow.
00:45
In the corresponding dialog, expand the drop-down to select an approval workflow template.
00:51
Here, you can choose a one- to six-step approval, or a two- to four-step group approval.
00:58
This selection determines the number of approval steps,
01:02
as well as whether a single review or a group of reviews is required to move from one step to the next.
01:08
In this example, select Three Step Approval.
01:12
As explained in the dialog, this workflow routes the files through two review steps and an approval step,
01:19
then allows you to choose a destination folder for the approved files.
01:24
Click Next.
01:26
On the Create an approval workflow form, first, type a Name, such as “Region Review”, and optionally, add a Description.
01:36
Click in the Initiator field.
01:39
Then, in the Select members dialog, choose one or multiple initiators to determine who can use this template to start a review.
01:49
Click Save.
01:51
Based on the template you chose, a Reviewer Type of Single reviewer indicates that only one reviewer needs to complete a review
01:58
before moving to the next step.
02:01
Click in the Reviewers field and select the reviewers for this step.
02:07
Click Save.
02:09
Next, in the Time allowed section, specify the length of time allowed for each step—in this case, 3 Calendar days.
02:18
Repeat these steps to set the reviewers and review time for your second review step and for your Approver step.
02:26
In the File review status section, you can set your status labels and icons—here, keep the defaults.
02:35
Next, in the Action upon completion section, determine what happens when files are approved.
02:42
In this example, select Copy approved files to.
02:46
Then, in the Select a folder dialog, navigate to the desired location.
02:53
Click OK.
02:56
Back on the Create an approval workflow form, click Save.
03:01
This approval workflow is saved and available for use.
03:05
Creating approval workflows allows you to automate and streamline the review and approval process for your project files.
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