User manual

Consultant (Consultant 1) and the Structural Consultant (Consultant 2). The
Mechanical and Structural Consultants provide responses to the RFI and send
them to the Architect. These consultants are not allowed to provide official
direction to the General Contractor due to contractual and liability issues;
they must provide their responses to the Architect (Gatekeeper). The Architect
reviews the responses and adds additional detail as needed and sends the
Official response to the General Contractor.
Gatekeeper with distributor workflow options:
■ Creator — In this tab you are choosing who can create a form in this
particular workflow. Note that administrators can always create forms.
Choose which members can create this workflow: all members, specific
individuals, groups, or roles. You can also select who the creator can notify
or discuss the form with.
■ Distributor — Select which project members can be distributors and
who they can notify and discuss the form with. Consultants are optional.
■ Select an option to remove comments from the Gatekeeper’s response or
from all versions of the form. Selecting either of these options means none
of the comments are saved in the various versions in the Versions tab.
■ Gatekeeper — Select which project members can be gatekeepers and who
they can notify and discuss the form with.
Select the option to hide comments from the Gatekeeper’s response. If
selected all comments made by the consultants and gatekeeper are hidden
from view when the gatekeeper replies to the distributor.
Select the option to hide comments on forms when accessed through the
versions tab. If selected all comments are hidden from view when the the
form is accessed through the versions tab.
If neither of these options are selected that all comments will remain visible
to all workflow participants when the form is accessed through the versions
tab.
■ Consultant — Select which project members can be consultants and who
they can notify and discuss the form with.
■ General — In this tab you are choosing who can view the forms associated
with this workflow: all project members, only individuals who have been
assigned or notified during the workflow, or specific individuals, groups,
or roles. The default setting allows only form participants to view the forms
that they have access to. You can change this setting to allow other
members to view forms in this log. However, once you choose a setting it
cannot be changed. The ability to change this setting is only available
when you first create the form log. You cannot change these options at a
Working with Form Logs, Workflow and Roles | 299