Engineering Workflow and Drawing Management for Utilities and Energy Providers

Engineering Workflow and Drawing Management for Utilities and Energy Providers

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Project Management

Access project files, with their status, and view files stored across multiple locations and departments

Facilities Drawing Management

Document and version control, with full audit trails

Project Collaboration

Real-time review and markup of drawings, including pictures and video

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Workflow Administration

Formal workflow steps to manage standard operating procedures, approvals, and audits

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In-Field Markup

Markup drawings and documents in the field or at the site, online or offline, all you need is a browser

Engineering Transmittals

Create transmittals in a closed loop process, including confirmation from recipients

Z

Project Management

Access project files, with their status, and view files stored across multiple locations and departments

Facilities Drawing Management

Document and version control, with full audit trails

Project Collaboration

Real-time review and markup of drawings, including pictures and video

+

Workflow Administration

Formal workflow steps to manage standard operating procedures, approvals, and audits

j

In-Field Markup

Markup drawings and documents in the field or at the site, online or offline, all you need is a browser

Engineering Transmittals

Create transmittals in a closed loop process, including confirmation from recipients

Project Management

Effective project management is all about having access to needed files and file changes, understanding task completion, monitoring and reporting, and timely notifications to project leaders and team members. For utilities and energy providers, ImageSite provides the level of project control managers need through active workflows, life cycle task monitoring, and document management. ImageSite ensures everyone has controlled access to the files and data needed, whether for maintenance and audit operations, construction tasks, or emergency management.

Project Collaboration

Construction projects for utility companies are often complex and involve numerous different parties. With ImageSite, users, both internal and external, have access to the most current project files and drawings, can markup them up in real-time, and even use tablets while offline.

 

  • Simple and easy, with controlled access for vendors, contractors and employees
  • Fast, preset searches, as well as full text searching of words inside documents and drawings
  • Flexible workflow and life cycle processes, with assignable schedules
  • Notifications for any workflow or life cycle step or any system event, as well as schedule notifications
  • Fully automatic version control
  • File syncing across multiple plants, sites and locations

Facilities Drawing Management

Users are always shown the current version of an engineering drawing eliminating fears of working with incorrect, outdated versions (back revisions are still kept and are accessible with applicable permission). ImageSite improves engineering workflows with notifications and automated status changes, and guarantees important work processes are being handled. The system maintains audit trails to ensure workflow histories can be displayed and all changes can be attributed to users, by day and time.

In-Field Markup

When out in the plant, in the field, or at a customer/contractor site, being able to collaborate through markups (redlines) to drawings, O&M documents, and SOPs makes the change process faster and more effective. Using a laptop, tablet, or even a smartphone, any document type can be marked-up to show as-built conditions, required changes, or just a running log of observations and condition reports. Even better, use your device to attach pictures, video, or audio to drawings and documents. A picture is often worth a thousand words.

 

  • Markups are instantaneous and display in real-time to all users viewing the document/drawing
  • Use different colors to denote different users, disciplines, departments, or criticality
  • Use Notes to keep a running comment associated to the drawing or the marked-up area
  • Associate mark-ups with digital signatures to ensure all markups are kept without being changeable for audit trails
  • Get notified when a document or redline drawing markup is added
  • Choose which mark-up layers to include in printouts or in published PDFs
  • Use any mobile device, without needing a mobile app

Workflow Administration

Many processes and workflows are performed periodically or based on maintenance schedules. Users can be notified when workflows are due, and track and report progress, letting supervisors better manage the tasks. Audit trails are kept, as well as document retention workflows.

 

  • Maintenance actions can be scheduled around SOPs and O&M documents
  • Retention workflows ensure materials are routinely updated and/or archived
  • Supervisors/managers can be regularly notified of new or overdue tasks
  • Workflow steps can be documented and maintained to meet audit requirements
  • Document and drawing versions are associated to workflow steps that create a change or update

Engineering Transmittals

Most utilities have one or more engineering departments. As these departments outsource a portion of their work, they need to be able to easily create, handle and send transmittals. They also need to receive and review engineering drawing submittals for approval. Files associated to transmittals are locked so a full accounting of what files were sent can be created. Add custom status data to ensure transmittals can only be sent once all files are approved.

TRUSTED BY

eQuorum

eQuorum specializes in engineering workflow and document management. Our comprehensive, yet easy-to-use software provides the solution to manage data from design to manufacturing and production, to sales, support and administration.