Consultant DocElite User Guide sharkeyse.docelite.com

Transcription

1 Consultant DocElite User Guide Introduction & Home Page Welcome to DocElite the online platform used to help with the flow of drawings throughout the entire building process. You will be able to access any drawing made available to you via the link above using your log in details. You can directly download each drawing and issue a status to the drawings where you are the lead reviewer. These will be returned to Sharkey and distributed back to the sub-contractor with your comments and review included. Username: Your name (with a space in the middle i.e. Tiyah Hernandez) Password: Day of the week you were set up on (no capitals). The system will then ask you to create a secure password. In the yellow box there are a few handouts that were created in April if you need any reminders. This is where all of the projects that you are involved with are located. Just click on the selected one. 1

2 This is your personalized home page. These are the pages that you use the most: Document Register: A list of all the documents that have been placed into the project folder. You can specify the originator (i.e. the specific sub-contractor/principal designer). Incoming Document Transmittal: Drawings that have been uploaded by a sub-contractor sent to you for review. Individual Documents Issued for My Attention: A list of all the documents that have been issued to you for your direct approval (different to document register as it only shows documents that are exclusive to you). Message Inbox: Lists out all of the documents that are incoming. Upload & submit documents: Where you can upload new documents onto DocElite to send on to sub-contractors. How to Upload a Document Click on Upload and submit documents on the right-hand side of the homepage. Then click on Raise New Submission on the left-hand side. Upload your files into each of the boxes by using the Browse button. After you have put in all of the drawings that you want to upload, click on Upload New Files and then click Yes. 2

3 This screen then pops up. This is just a list of already uploaded files. So you can just close this tab using the X Close button on the top of the left hand corner. You will then be taken back to this screen. Click on Next Create Submission and Attach Files. This is the next screen that comes up following the previous step. First, click on the reason for your submission i.e. First Issue/For Approval/As-Built. Then, Click on Pick Already Uploaded File. 3

4 Select which of the drawings you want to upload onto the system just by clicking on the blue box that it is in. The system should automatically fill a substantial amount of the information such as Document Number and revision. You can change all of this. If there is no document revision, just put a symbol in that box i.e. ~ * - You will need to fill in the title i.e. Services Plan GF. And then using the three boxes, determine the Reason for Issue, Document Type and Document Size. Remember, each document has to be a separate details box. If you are doing multiple uploads, then you can click on Copy Previous Reason for Issue/Document Type/Size as shown below: 4

5 Once you have filled in all the relevant information. Click on Send Document Submission to DocElite (the button underneath the large yellow box) and then Click here to Send Submission to DocElite. You can then return to the home page by clicking on Home Page on the left-hand side. When you upload a submission, an automatic gets distributed to the administrator at Sharkey for Sharkey s technical approval. Once it is approved by Sharkey, it will then be sent on to the relevant sub-contractor. Just for an idea, the submission to the administrator looks similar to this: 5

6 How to Status A Drawing Once a drawing has been sent to you for your review by the administrator at Sharkey, it will automatically be added into the Document Transmittal Notes section. Click on this button on the homepage to be taken to this screen. You can see the reason for issue, as well as a small description from the administrator listing your actions. Click on the yellow ball on the left- hand side. This lists the drawings that have been sent to you for approval. You can download the files with PDF & ZIP at the top. Below is the message with a description of the drawings that have been sent to you and why they have been sent. To approve or review the drawing, first click on the red ball on the right-hand side. This lists all of the people that the drawing has been sent to you and why it was sent to them. A tick will be placed next to the lead reviewer (which is most likely you). To download the drawing, click on the blue ball next to the drawing title. To status the drawing, click on Comment on Document and Return Status. 6

7 This is the next screen that pops up. Firstly, give the drawing an A, B or C status. If you have comments, write them into the box. You can then upload any comments/drawings that are related to the drawing directly by clicking on browse. Press Save Comment/Status. Then Yes. As with the submissions, this will automatically be sent to the administrator at Sharkey for them to share with the relevant sub-contractor/team at Sharkey. Message Inbox Your message inbox works like a transcript, informing you of the outcome of your submissions etc. To access this, click on Message Inbox on your homepage. You will be directed to a screen akin to this. You will receive s saying things such as: - Your document submission has been closed out by the administrator. That means that it has been accepted and has been sent on to the relevant user. - Your document submission has been rejected. This means that you may have to revise the document submission. 7

8 To mark incoming messages as read, click on Click ere to mark all unread messages as read. Review Project Directory If you click on the Review Project Directory button on the left hand-side, you will be taken to a list of all the relevant sub-contractors and Sharkey team associated with the project. By clicking on the red ball next to each name, you can find any contacts that you may need with their name and . Document Register To access all of the drawings, first click on Document Register. You will then be directed to a button that says Specify with originator or Specify with no originator. You can select whichever one you need and can either view all of the documents or a selection from a specific sub-contractor or principal designer. From here, you can view all the drawings that are associated with the project. 8