Document Workflow

Full lifecycle from creation to client approval.

Full Lifecycle Overview

All states and decision points

Internal Review — Swim Lane

DRAFT → FOR_INTERNAL_REVIEW → IN_INTERNAL_REVIEW → INTERNALLY_CLEARED

Client Transmittal — Swim Lane

INTERNALLY_CLEARED → WITH_CLIENT → CLIENT_APPROVED / CLIENT_COMMENTED

Status Reference

StatusHolderNext ActionWho Acts
DRAFTDoc ControlSubmit for Internal ReviewDoc Controller
FOR_INTERNAL_REVIEWDoc ControlIssue to All DisciplinesDoc Controller
IN_INTERNAL_REVIEWDisciplinesSubmit review outcome per disciplineDiscipline Engineer / Lead
INTERNALLY_CLEAREDDoc ControlAdd to TransmittalDoc Controller
WITH_CLIENTClientRecord client response (A/B/C/D)Doc Controller
CLIENT_APPROVEDDoc ControlIssue for construction or archive
CLIENT_COMMENTEDDoc ControlCreate new revision if requiredDoc Controller