Document Control Workflow Skill
Overview
This skill provides capability for document control workflow management including document registration, numbering, transmittal processing, RFI tracking, and records management. It supports Document Control (00900) in their operational responsibilities.
Triggers
- New document received for registration
- Transmittal processing required
- RFI received for processing
- Document status enquiry
- Records management action needed
Prerequisites
- Access to EDMS
- Access to document numbering system
- Access to transmittal register
- Access to RFI register
- Document Control domain knowledge loaded
Steps
Step 1: Process Document
- Receive document via transmittal, email, or upload
- Assign document number using numbering rules
- Capture metadata (type, discipline, revision, originator)
- Log in document register
Step 2: Route for Review
- Configure review workflow based on document type
- Route to appropriate reviewers
- Track review progress and deadlines
- Follow up on overdue reviews
Step 3: Manage Transmittals
- Create transmittal with documents and recipients
- Track dispatch and receipt
- Monitor response deadlines
- Follow up on overdue responses
- Archive completed transmittals
Step 4: Process RFIs
- Register RFI with unique number
- Route to appropriate discipline for response
- Track response progress and deadlines
- Verify response completeness
- Close out RFI and archive
Step 5: Manage Records
- Apply retention schedules
- Archive documents per retention policy
- Prepare handover documentation
- Verify records completeness
Success Criteria
- All documents registered with valid numbers
- All transmittals tracked with response monitoring
- All RFIs tracked from receipt to closeout
- Records retained per policy
- No overdue items unmonitored
Pitfalls
- Do not release unapproved documents
- Do not distribute superseded revisions
- Do not bypass required review workflows
- Do not authorize records disposal without permission
- Do not lose or misplace project records
Cross-References
- 00900 Document Control domain knowledge
- All engineering disciplines (document consumers)
- 00300 Construction discipline
- 02200 Quality Assurance discipline