Construction Template for Document Reviews

Managing construction documents across multiple stakeholders—contractors, architects, engineers, and project managers—can be chaotic. Delays in submittals, RFIs, and approvals often lead to cost overruns and project delays.

Common Construction Document Challenges & How This Template Helps:

• Issue: Delays in Submittals & RFIs → Solution: Structured task tracking to prevent bottlenecks.
• Issue: Blueprint revisions lost in emails → Solution: Centralized markup & version tracking.
• Issue: Stakeholder approvals take weeks → Solution: Real-time feedback & status updates.

Phases

Ensure smooth collaboration and compliance by organizing your workflow into structured phases using zipBoard’s construction document approval process template. This helps track document submissions, reviews, and approvals efficiently.

Key Phases & What Happens in Each Stage:

• Design Ideation (Default): Concept planning & feasibility assessment with initial sketches.
• Design Development: Finalizing blueprints with engineer & architect inputs.
• Permitting: Submitting required documents to regulatory authorities.
• Architect Reviews: Shop drawing approvals, compliance checks, design adjustments.
• Client Reviewed: Stakeholder approvals to finalize project scope
• Approved as Noted: Finalize the documentation for construction execution.

💡 Even with pre-configured Phases, you have options to customize to suit your specific workflows.

Types

Assign tasks and track construction document progress to ensure timely approvals and clear communication.

Task Types & When to Use Them:

• Submittal (Default): Upload & track construction drawings, specifications, and cut sheets.
• Change Order: Manage design scope modifications with client/contractor approvals
• Punch List: Flag & track incomplete or defective work before handover.
• RFI (Request for Information): Standardize how field teams request clarifications.
• Non-Conformance Report: Log deviations from project specifications to ensure compliance.
• RFP (Request for Proposal): Standardize the vendor bidding and evaluation process.

💡 Even with pre-configured Task Types, you have options to customize to suit your specific workflows.

Statuses

Easily monitor where each document stands with clear status updates. Ensure smooth workflow transitions and timely project completion.

What Do These Statuses Mean in a Construction Project?

• Project Initiation: Kickoff phase with key stakeholders & project goals.
• Concept Design: Feasibility & initial sketches ready for approval.
• Design Development: Architects & engineers finalize construction documents.
• Construction Documents: Permits, specs, & legal paperwork ready for submission.
• Construction Administration: Active project execution with document tracking.
• Client Approved: Final sign-off to proceed with construction.

💡 Even with pre-configured Project Statuses, you have options to customize to suit your specific workflows.

Views

Get a complete overview of your construction project through flexible viewing options.

How Different Roles Use These Views:

• Project Managers: Use Table View to track deadlines & approvals.
• Site Teams: Use Kanban View to monitor document review progress.
• Architects & Engineers: Use Blueprint Markup for revisions & approvals.

Integrations

Enhance collaboration and streamline project management by integrating zipBoard with essential tools.

How Integrations Improve Construction Document Workflows:

• Slack: Get real-time RFI or submittal review updates.
• MS Teams: Collaborate with field teams on document approvals.
• Outlook: Receive deadline reminders for blueprint submissions.
• Procore: Sync drawings, RFIs & submittals directly.
• APIs & Zapier: Automate compliance documentation & reporting.

Ready to Streamline Construction Document Management?

📂 Check out our latest updates on the zipBoard Blog.

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