Bluebeam Studio does not have a built in function that allows you to mark each of the sperate safety data sheet submittals as approved. Jim explains a process to create this type of functionality and demonstrates how to apply this to the workflow of reviewing and approving mutiple safety data sheet submittals on a construction project.
- [Voiceover] As we continue to collaborate on these documents and the different individual parties review them and either accept, comment, or reject on them, we're eventually gonna get to the point where the documents are done, they're all accepted. And we're ready to finalize them. So what you have to remember here is that Bluebeam doesn't have a way within sessions to actually approve individual documents. It does have a way to set the status and approve individual mark ups. So we're gonna kinda have to come up with our own work flow, or approval process, since we can't just click on a document and say it's approved.
So the way I'm gonna handle that here, and you can always come up with your own approval work flow process, but I think this is a good example of a way to handle it. So, just like I used the stamp, the for review stamp, to initiate the process by applying it and sending out an alert, I'm gonna use my other approval stamps to finalize the process. So, let's take a look at what that would look like. So, I'm gonna go ahead and use my approved stamp and in one case I'm gonna say I'm the owner and I went ahead and approved this document.
And I'm the facility manager now, I've gone through and approved this document. And again, as each one of these individuals applies that approved stamp, they can go ahead and set the status down here, so it's a little easier to see as I review the mark up log, what their status is. But what I'm gonna have to do as the session host or the project manager or the facilitator of this process, is I'm just gonna have to watch, and as soon as all of the approval stamps have been applied, what I'm gonna do is I'm gonna use that initial for review stamp to sort of close out my document.
So I can click on that, and I see that that status is set to none, or there just isn't a status set yet. And to indicate to everybody that I'm done here, I'm gonna right click and I'm gonna set the status to completed. And like I say, I'm just gonna use that initial for review stamp as the way that I approve or show in the mark up lists what's approved. So, at that point I'm gonna do one more thing to approve or finalize my document. And I'm gonna find my SDS for release stamp, and I'm gonna go ahead and apply it in this box.
Let's just zoom in and take a look at what that stamp looks like. And again, you'll see that it's got the product name with all the information that is pertinent to this project, the product name, who made it, who's bringing it to my job, and when they're gonna do that. It has my name, I'm the one who released it, and this is the date and time that I did that. So at this point, my document is approved and I'm done working with it. Now, you'll notice up here that the save box is grayed out.
So, I can't click on the save box. And again, that's the nice thing about a studio session, is everything is really happening in the cloud, so everything is saved as I'm doing it. So as soon as I put all these marks on this document, it was already saved, there's no need for me to save it unless for some reason, I want to save a local copy. So at this point in the process, I've reviewed the three products that I've got submitted so far, I've applied my approval stamp to all of them.
Let's go ahead and go back to each one and do that just so they look right when we're done. And kinda show you how that works again. Again, we're gonna approve, approve, and release. And my last product here, let's say we worked this out and solved that issue.
So we're gonna go ahead and approve it. (clicking) And release. And again, I'm gonna go back up here and I'm gonna set this status to completed. So all three of my products have now been reviewed and approved, there's no need to save them, that was done automatically for me.
And we are done with the collaboration, review, commenting, and mark up process. So in the next chapter, we'll look at how we're gonna combine these documents and generate that linkable table of contents that I keep talking about.
The end result is an easily accessible electronic package, with a hyperlinked chemical list that acts as a clickable table of contents—all with considerably less effort. Jim Rogers shows how to set up a project, start a studio session for collaboration, invite collaborators to the review process, set up an approval workflow, and combine all the submitted sheets into a single PDF file that can be searched and shared. Plus, learn how to keep a session open for additional submittals or archive it when a project is over.
- Setting up a project
- Initiating a session
- Involving the project team in reviews and approvals
- Finalizing the PDF
- Sharing the electronic documents
- Closing the sessions