Utilities and Power Drawing Management

Document Control Solutions

Utilities and Power Providers Drawing Management

Document Control Solutions

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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

+

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

Project Collaboration

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

j

In-Field Markup

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

Facilities Drawing Management

Document and version control, with full audit trails

+

Workflow Administration

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

Engineering Transmittals

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

Engineering Document Management Software for Utilities and Energy Companies

Utilities and Energy companies can leverage a document control system to improve productivity when managing critical engineering documents. Document management software serves as a collaboration space for utilities and energy companies, as it provides them with the functionality needed for new project development, facilities project management, and controlling workflows when in the plant or in the field.

ImageSite, eQuorum’s utilities and energy document management software, ensures companies have visibility over the actions of all parties involved in projects. With various levels of access control, companies can be sure their intellectual property is safe, and that the documents in their workflows are only being accessed by appropriate users.

Read the White Paper: How to Select a Document Management System (EDMS)

Utilities and Energy 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 utilities document management with the highest level of security. ImageSite ensures everyone has controlled access to the files and data needed, whether for maintenance and audit operations, construction tasks, or emergency management.

Utilities and Energy Project Collaboration

Construction projects for utility companies are often complex and involve numerous 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, consultants, 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. System maintained audit trails ensure workflow histories can be displayed and all changes can be attributed to users, by day and time.

 

In-Field Markup for Utilities and Energy Companies

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.

Utilities and Energy 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 always kept, and document retention workflows ensure documents and drawings are archived or obsoleted based on pre-set schedules.

• 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 actions such as archival, transmittal, moving, copying, publishing, and deleting can be automated, streamlining the document management process for utilities and energy companies
• Managers can automate the changing of document metadata and status as documents and drawings move through a workflow
• Document and drawing versions are associated to workflow steps that create a change or update a given file. Learn More About Workflow+

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 and employ vendor or department-specific transmittal cover sheet templates.

Engineering Document Management Software for Utilities and Energy Companies

Utilities and Energy companies can leverage a document control system to improve productivity when managing critical engineering documents. Document management software serves as a collaboration space for utilities and energy companies, as it provides them with the functionality needed for new project development, facilities project management, and controlling workflows when in the plant or in the field.

ImageSite, eQuorum’s utilities and energy document management software, ensures companies have visibility over the actions of all parties involved in projects. With various levels of access control, companies can be sure their intellectual property is safe, and that the documents in their workflows are only being accessed by appropriate users.

Read the White Paper: How to Select a Document Management System (EDMS)

Utilities and Energy 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 utilities document management with the highest level of security. ImageSite ensures everyone has controlled access to the files and data needed, whether for maintenance and audit operations, construction tasks, or emergency management.

Utilities and Energy Project Collaboration

Construction projects for utility companies are often complex and involve numerous 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, consultants, 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. System maintained audit trails ensure workflow histories can be displayed and all changes can be attributed to users, by day and time.

 

In-Field Markup for Utilities and Energy Companies

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.

Utilities and Energy 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 always kept, and document retention workflows ensure documents and drawings are archived or obsoleted based on pre-set schedules.

• 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 actions such as archival, transmittal, moving, copying, publishing, and deleting can be automated, streamlining the document management process for utilities and energy companies
• Managers can automate the changing of document metadata and status as documents and drawings move through a workflow
• Document and drawing versions are associated to workflow steps that create a change or update a given file. Learn More About Workflow+

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 and employ vendor or department-specific transmittal cover sheet templates.

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404.497.8155

Email

Support@eQuorum.com

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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.