Information Management
Use the Information Management module to reduce manual errors and ensure compliance. The module automates document control, creating an unchangeable auditable trail for safety and contractual obligations.
To see the Information Management module, select Information Management from the Project menu.
Use the Search bar to find specific documents.
Select a document to see its properties or workflow in the right pane.
Name your document
Administrators can enforce a standardized naming convention, such as ISO 19650, for the Information management module. these conventions use free text, lists, and fixed value components.
The module understand the ISO 19650 naming convention, which guides how to name your documents. Any information after the naming convention is used by ProjectSight to enter any details about the document.
For a document named: PR1-TRMB-ZZ-00-DR-A-061-Roof Plan_P01_S2.pdf
| Identifiers | Use |
|---|---|
| PR1 | A unique code identifying the project |
| TRMB | A code for the organization of the project that created the file |
| ZZ | The functional breakdown of the project (for example, SD for schematic design or CD for construction documentation) |
| 00 | The project spacial breakdown (for example, GF for ground floor or B1 for basement) |
| DR | A form representing the type of information (for example, DR for drawing or M3 for a 3D model) |
| A | The code for the discipline responsible for the information (for example, A for architect or S for structural engineer) |
| 061 | A sequential number to ensure the file name is unique |
Information following the code is the document’s metadata and is used to populate the description, version, and suitability of the record. The version and suitability are required in order to submit the document. The suitability status determines the workflow of the document.
| Metadata | Use |
|---|---|
| Roof Plan | The record description |
| P01 | Revision version |
| S2 | Suitability |
