Multi-step template review workflow & 3rd party (Client / Consultant review)
complete
Will Sandall
marked this post as
complete
Here's what's new:
• Approve and select next reviewer — reviewers can now hand a template off to the next person in one step, no need to publish and re-request review.
• Send templates to anyone for review — any partner admin in the project (clients, consultants, subcontractors) can now be assigned as a reviewer, not just head contractor admins. Head contractor project admins can still require final sign-off before publishing.
• Email notifications when a review is cancelled — both the original requester and the person who cancelled get notified, so templates don't quietly slip back to draft.
Together these mean you can run templates through a proper multi-step workflow — e.g. Head Contractor → Client → Engineer — with everyone kept in the loop.
Thanks for the push to get this built. Let us know how it lands!
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Sam Dorevitch
Merged in a post:
Being able to add 3rd party consultants into the platform to review templates before being published
Sam Dorevitch
Rather than 3rd party consultants reviewing ITP's not on Visibuild and then being uploaded, it would be great to have the permission structure to allow for a 3rd party to be invited into the project as a consultant but have full access in the template library.
Shaun Phelan
Merged in a post:
Email notification when a review request is cancelled on a template.
A
Akilesh Dhiraj
When a template is assigned to someone for review, if that person cancels or removes themselves from the assignment, no notification is sent out.
This results in us assuming the template is still progressing through review, when in fact it is sitting idle and requires us to reassign or follow up — which potentially can delay project timelines.
Shaun Phelan
marked this post as
in progress
Autopilot
Merged in a post:
Ability to send an inspection template to another party for review/approval
J
Josh Woodward
I have a builder who is asking for a presentation of what ITPs we will be using on site so would love the ability to send them my ITPs that are setup in Visibuild
Shaun Phelan
Merged in a post:
Ability to have template review workflows (multiple step review process)
K
Kirrilly Cutler
There are templates on the project that are required to be reviewed by both the Headcontractor and Engineer or Client
Shaun Phelan
marked this post as
planned
D
Dom Pound-Palmieri
Merged in a post:
Ability for the Visibuild Template Builder to have an 'in-review' or 'draft' state
A
Ashley Bardis
I would want to send my inspection templates for review to another party (with a message if required). This review process would be documented in Visibuild with all changes being made in platform.
I could then tell my subcontractors to submit their ITPs for approval directly in Visibuild and I could review/approve them.