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Run a Work Package Review Cycle

This tutorial creates a work package, populates it with documents, and routes the package through a structured review cycle to a completed decision.

Outcome​

You will have a closed work package with all linked documents reviewed, a decision recorded on each, and a complete audit trail.

Before you start​

The documents for this package should already be registered. You need document controller or project admin access.

Steps​

1 — Create the package​

  1. Go to Work Packages.
  2. Select New package.
  3. Enter the package reference and name.
  4. Set the responsible party, discipline, and target submission date.
  5. Save. Status is Draft.

2 — Link documents​

  1. Open the package and select Add documents.
  2. Search for and select the relevant register records.
  3. Confirm the document list. All linked documents should be at the correct revision.
  4. Update the package status to Active.

3 — Start the review workflow​

  1. From the package detail view, select Start workflow.
  2. Choose the appropriate workflow template.
  3. Confirm reviewers, due dates, and instructions.
  4. Submit.

4 — Monitor and manage​

  • Use the package activity view to track reviewer responses.
  • Chase overdue reviewers through the workflow interface.
  • Add comments or instructions as required.

5 — Close the package​

  1. Confirm all linked documents have received the required decision.
  2. Update each document's status to reflect the approved or revised outcome.
  3. Set the package status to Submitted, then Closed.
  4. Run the package report for the client or project record.

Verify​

Open each linked document and confirm the status, review decision, and activity log are correct. Export the package report as PDF for the project file.