Design module in Lean PlanDo Flow

Use the Design module of Lean PlanDo Flow to run the paperwork between the site and the designers as digital forms. Each form has its own workflow: who raises it, who answers, and by when.

Forms the module covers:

• RFI (request for information to the designer), with a due date, an owner, and the answer kept with the question
• Transmittal: which drawing revision was sent, to whom, and when
• Design review, with a status against each comment

Library

In the Library, these forms sit under the Engineering and Design discipline. Add one to your project with Add to Project, as for any Library form. See Library.

Templates and workflows

An added form appears under Templates as Unpublished. Publish it, and Schedule and Start workflow appear beside it. The steps are the same as in the Quality module: fill in the ISO number, template name and revision, publish, then start or schedule the workflow. See Create a workflow and Start or schedule a workflow.

On the look-ahead

On a project with Flow linked to the plan, an open RFI shows as a constraint on the task that needs the answer, so the trade waiting for it can see it in the weekly meeting. When the answer comes back and the workflow completes, the constraint clears.

Who uses it

The design manager raises and tracks the forms; consultants answer them. Flow for Design can be licensed on its own, without the planning part of Lean PlanDo.