Managing Plan Delivery and QAQC in a Collaborative ? Managing Plan Delivery and QAQC in a Collaborative

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  • Managing Plan Delivery and QAQC in a Collaborative Environment

    Louisiana Update - IHEEP 2014

    Presented by Hollis WardDOTD Design Automation Manager

    Louisiana Department of Transportation and Development

    With Matthew TolmieProduct Support Manager

    Altiva Software

  • Presentation Topics

    CADconform Drafting/Compliance Tools (Altiva)

    ProjectWise Managed Workspace (Altiva)

    ControlCAD QAQC Reports (Altiva) *

    EZ Publish PDF Plans (Bentley) *

    ProjectWise Facilitates!

    * These are important ProjectWise add-on applications

  • CAD Standards Compliance Tools (LaDOTD and Consultants)

    What about this guy?

  • Software and Deliverable Standards

    Provides all of the standards for DOTD and consultants Living document resides on the LaDOTD and Altiva Web pages

  • See Digital Plans Delivery Webpage for Additional information1. Start at http://www.dotd.la.gov/ Link2. Then - Business Working with DOTD > Digital Plans Delivery

    This is an image only

    http://wwwsp.dotd.la.gov/Pages/default.aspx

  • LaDOTD CAD Standard Resources

    Provides all of the files and standards needed

    Workspace Overview Borders

    Level Libraries (dgnlib)

    Levels, Text Styles, Dimension Styles

  • Workspace Project Selection List

    Select Workspace Project in MicroStation Manager ** Project is defined on \Plans folders in ProjectWise.

  • Example Project Config File (.PCF)

    Workspace Projects have customized settings Master Config + Project Config = Workspace Profile

  • Example Master Config File (partial)

    Some LaDOTD System variables shown above.** Settings that are constant for all disciplines.

  • Current DOTD Workspace Delivery

    Installer delivered via web download Installs entire workspace (seeds, DGNLIBs, cells, cfgs)

    on users local C:\ Requires update (reinstall) when DOTD make changes

  • Consultants using the exact same setup as DOTD

    Changes to the workspace happen live for all parties

    Less maintenance, distribution hurdles, time invested by DOTD

    Less work involved for consultants to stay current with DOTD

    Win-Win for DOTD and Consultant Partners

    Goals for Managed Workspace

  • Managed Workspace Setup - Files

    Existing Workspace files imported into ProjectWise

  • Managed Workspace Setup - CSBs

    Config files recreated as Configuration Settings Blocks

  • Why Create CSBs Manually?

    Verify all files and paths update to ProjectWise locations Audit existing variables for relevance and necessity Some variables lost when using ProjectWise importer

  • Managed Workspace Roadblocks DOTD machines mslocal.cfg broke managed workspace How to manage frequent addition of consultant users 3rd party MDL applications loading from ProjectWise

  • Altiva CADconform Toolkit

    Connect to Database

    Manage Users

    Manage Feature Tables

    Draft

    Conform

    Generate Reports and Certify

  • CADconform Feature Table Branding

    Brands (red symbol) set default feature tables for seed files Brands must be Allowable (Specified in Project config)

  • CADconform Drafting Menu

    Long Menu Option for Road Design and Traffic(Note two types of Cell Selectors for Traffic)

  • CADconform Drafting Menu

    Short Menu>Menus Across Option for Bridge Design

  • Example CADconform Feature Definition

    Example Road Design Annotation Feature Definition Tabs expand choices of attributes and commands Feature settings enable macro creation on the fly

  • Conform Interactive Checker

    Conform tool works somewhat like a spellchecker

  • Batch Processor Certify command places certification stamp Also used to generate Error Summary, Feature Summary, etc.

    Batch Processor - Certify

  • Intelligence encoded stamp documents important detailsControlCAD checks for CAD Certification Stamp

    Standards Certification - Secure Watermark

  • Red slash or x indicates watermark invalidation File changes update status from OK to File Modified

    Standards Certification with Secure WatermarkWatermark Invalidation

  • Altiva ControlCAD Reports in ProjectWise

    Check AttributesCheck CAD Standards

  • Typical ControlCAD Reports Folder

    Reports folder is created when the first report is ordered Reports are run for each discipline at each submittal milestone

  • Select plan sheets or Plans folder and right-click Select ControlCAD Select Check Attributes or Check CAD Standards

    Generate ControlCAD Reports

  • ALMONASTER AVE. OVER THE INNER HARBOR NAVIGATION CANAL

    Multi-Consultant Collaboration All subject to ControlCAD reporting All publishing to the same folder

  • ControlCAD Reports FolderAlmonaster Bridge

    One consultant discipline report shown hereSix disciplines reportingReports are run for each discipline at each submittal milestoneAll disciplines will be capable or running their own reports soon

  • Provides overview of CAD standards and settings Provides efficient review of issues that need fixing Required at each submittal milestone

    Red fields indicate issues that need to be fixed

    _Testing/Testing 2/454-02-0074/Bridge-Facilities/Bridge-Structural/PlansProject type: Bridge-Facilities

    60%

    Filename CAD Stamp Refs Border Ref DrawingScale ActiveLStyleScale Missing LevDesc Autocad Styles InRoads Elems101 Bridge Index and Gen File Modified Attached OK border 1.0 1 3 yes no102 Summary of Bridge Q OK Attached OK border 1.0 1 10 yes no102 Summary of Bridge Q File Modified Attached OK border 1.0 off OK no no103 Summary of Bridge Q OK Attached OK border 1.0 1 9 yes no104 General Plan.DGN File Modified missing OK border 20.0 20 4 no no104 General Plan_NEW.DFile Modified missing OK border 20.0 20 4 no no105 Bridge Proposed Wid OK missing OK border 20.0 20 6 yes no106 General Elev.DGN OK missing OK border 20.0 1 2 no yes106 General Elev_NEW.DFile Modified Attached OK border 20.0 1 OK no yes107 SEQUENCE OF CON OK Attached OK border 2.7 off 1 no no108 SEQUENCE OF CON OK Attached OK border 2.7 off 1 no yes109 Pile Plan.DGN OK Attached OK border 20.0 off 1 no no

    LaDoTD CAD Standards Report

    of drawings with certification stamp

    ControlCAD Check CAD Standards Report

  • ProjectWise Attributes PageProjectWise Attributes Page

    How do we ensure that attribution is complete?

  • ControlCAD Check Attributes Report

    Provides overview of attribute values Provides efficient review of issues that need to be fixed Required at each submittal milestone

    Red text indicates issues that need to be fixed

  • ControlCAD Check CAD Standards

    CAD Certification Stamps present

    Appropriate Feature Tables used

    CAD Reference Files found

    CAD File Header information valid (Working Units, etc.)

    Borders, scales, fonts, styles required for PDF Publishing

    Evidence of cheating, unexpected results, etc.

    Provide timely feedback for Designers & Managers

    And more

    Compliance Report for CAD Drawings in ProjectWise

    Compliance Checks

  • Provide feedback throughout the plan development process

    Bring order to the chaotic world of plan development

    Particularly important for Consultant plans

    Particularly important for Slackers

    Prevents unpleasant surprises at Final Plans !

    Prevents late plan delivery and late lettings

    Complete, compliant, high-quality final product is likely

    Leverages the ProjectWise collaboration environment

    Advantages of ControlCAD Reports

  • Consultant plan delivery workflow is the same as DOTDs

    Verify CAD standards with Check CAD Standards report

    Index in ProjectWise. Verify with Check Attributes report

    Reports start with first submittal. A high level of compliance is expected in early submittals under normal circumstances. Full compliance is expected in later submittals.

    PDFs published and Digital Signatures applied using Bentley customized PDF Creation Service tools and workflows.

    Changes to Consultant Plan Delivery

  • LaDOTD Digital CAD Submissions Within ProjectWise

    Plan Delivery Tools and Workflow(Comprehensive Overview)

    International HEEP 2014

    Presented by Hollis Ward DOTD Design Automation Manager

    With Matthew TolmieAltiva

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    ted Automating LaDOTD Design Publishing( Updated 9/27/2014 - HW )

    Hollis Ward: DOTD Design Automation Manager: hollis.ward@la.govTom Atkinson: Bentley Information Management Sales Executive

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    Automate PDF Plans Publishing Automate Digital Signature Workflow Empower Design Consultants to Publish/Sign Plans Automate PDF Transfer to Bidder Plans Room

    Automated PDF Publishing Project Goals

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    PDF Creation Service: Provide the functionality within ProjectWise for users to select

    MicroStation Design Files and click a command that will generate PDF copies of the drawings.

    Use the name and attributes of each document to establish the name and attributes of each PDF and to create the folder in which to place the PDF documents.

    Determine the ProjectWise InterPlot Settings to use. Provide connectivity for client systems, outside the LADOTD

    network, to submit PDF plan requests the same way as LADOTD staff.

    Project Tasks

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    Export/Import Signed Documents: Provide the functionality to control and manage the Export

    and Import process of PDF documents in and out of ProjectWise for digital signature using standard digital signature software adopted by LADOTD.

    Export to Plans Room: Provide the functionality to export PDF documents and

    companion XML files containing the ProjectWise attributes to a predetermined Windows folder. This watched folder is monitored by the bidder Plans Room system, which will import the files and populate the attribute values for each document.

    Project Tasks

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    Publishing with Publish to PDF

    Select DGNs to PublishSelect Publish to PDF

    Select Plan StatusClick Submit

    Input CAD DGNs Output PDFs

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    Ad-Hoc Drawing Submittals

    Publish To PDF can create ad-hoc submittals(Miscellaneous Submittals)

    Used for important updates between benchmarks

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    Submittal category root folders start empty (e.g., _Final Plans)

    Published Submittals Template

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    Example Project withCompleted Submittals Submittal folders (e.g., 95% Final

    Plans) are created when PDFs are published

    Plus signs on folders indicate that one or more PDF files exist. Press Function key F5 to see latest status

    Submittals at Project Completion

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    PDF Creation Service Email

    Information about PDF Creation Success/Failure

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    Project Wise Attributes Page

    Publish To PDF passes attribute values from DGN to PDF (Used for Document Searches in ProjectWise and Plans Room)

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    Plot Information TransferDMZ Firewall

    External User

    DOTD User

    ProjectWise Gateway ServerFTP Server

    DOTD Network

    ProjectWise Integration ServerProjectWise Plot Server

    Custom Publishing Solution

    Turned off by default. It may be helpful to turn it on for this this

    type of slide

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    Digital Signature Workflow and Audit

    ProjectWise Integration Server DOTD User

    1. PDFs are Exported from ProjectWise to Windows Logs Date, Time, User, Folder, Exported for Digital Signature, etc.

    2. Silanis Digital Signature Process is Executed3. PDFs are Imported Back to ProjectWise

    Verifies documents are signed (otherwise, will not import), and then imports Deletes signed PDF files in Windows folder Logs Date, Time, User, Imported Digitally Signed Document, etc. Updates Signature Status attribute value to Signed Updates PDF document status to Final Status (Locked)

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    1. Highlight PDF drawings to sign in ProjectWise2. Right-Click and select Export for Signature Exports drawings to C:\PW_SignatureDir

    3. Sign drawings using Silanis ApproveIt4. Right-click and select Import Signed Document Checks to make sure drawings are signed. Imports drawings and sets Final Status Sets Signature Status attribute to Signed Records audit trail of signing ceremony

    Export PDF/ Import Signed Document

    Bentley Custom PDF Signature Workflow from the Drivers Seat

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    Export to Plans RoomProjectWise Integration Server

    DOTD User

    DOTD User selects Export to Plans Room Command Document Attributes are written to an XML file The PDF and XML files are copied from ProjectWise to a predetermined Folder The Electronic Plans Room runs a service that watches this folder The PDF and XML are imported as a new, indexed document

    Electronic Plans Room Server

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    Publish To PDF Makes Publishing Easy Creates PDFs without user plotting setup Creates output folder for PDFs (e.g., Final Plans) Copies attribute values from DGN to PDF Sends email documenting PDF creation status Manages PDF Digital Signing Ceremony Exports PDF and XML index to Falcon Plans Room

    Publishes Deliverables for DOTD and Consultant partners

    Bentley ProjectWise Custom PDF Publishing Extension

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    Publishing Plan On Hold Before Automated PDF Publishingo Consultants must create PDF plans on their site using InterPlot

    o Consultants must index plans using ControlCAD Indexer on their site

    o Plan delivery required Consultants to package all DGNs, PDFs & XML Index Files

    o DOTD must process Consultant packages

    o CAD design plan QA/QC practical for Final Plans only

    This system was considered a great improvement at the time, but staffing to process the submittals was not provided.

    DOTD focus on meeting Plan Delivery Dates was more important than enforcing workflow and data standards. Conforming to standards was essentially on the honor system.

    Compliance depended on Project Manager, Task Manager and Consultant priorities. PDF publishing was therefore ad-hoc and not for formal submittals.

    Consultant Plan Delivery Before New Process

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    PDF plans published using automated Bentley PDF Creation Service

    PDF plan production using this EZ Publish system is far faster and more efficient than paper for all submittal milestones.

    PDF Creation Service requires CAD DGNs to reside in ProjectWise

    Consultants can upload or create CAD designs in ProjectWise and participate in DOTD ProjectWise plan delivery process.

    CAD DGNs in ProjectWise enable ControlCAD Reports in ProjectWise

    ControlCAD Reports provide feedback at each submittal milestone

    Ultimate Result: Both publishing and QA/QC is very efficient

    Project Impact on DOTD Plan Delivery

  • Typical Transmittal EmailTransmitted herewith is a link to the Final Plans for the referenced project in ProjectWise. These Plans are submitted for the your review and approval via Title Sheet signature.

    S.P. No. H.009101Interchange LightingI-55 @ LA 16 (Amite)Route I-55Tangipahoa Parish

    Link to Final plans: Final Plans

    Transmittal verbiage varies depending on plan delivery milestone and related directives.

  • LaDOTDAutomated Plan Delivery Workflow

  • FalconElectronic Plans

    Distribution Center

    PDF DrawingXML Index

    Watched Folder

    PDF DrawingXML Index

    Watched Folder

    DG

    N D

    raw

    ing

    PDF

    Dra

    win

    gXM

    L In

    dex

    ControlCADSubmittal Archive

    Consultant Plans Repository

    Create PDF Drawing with Interplot Sign Final Plans with ApproveIt

    Draft, Conform & Certify Final CAD DGN with CADconform

    PDF - Adobe file format used for published documents

    XML - File format used to store attribute values (indexing)

    ProjectWise - Bentley Plan Development System

    Falcon - tsaADVET Electronic Plans Distribution System

    Watched Folder - Monitored by Falcon for incoming plans

    Index PDF & DGN (ControlCAD Indexer)

    Consultant Plan Delivery to DOTD System (Abandoned Design)

    ProjectWise PlanDevelopment

    System

    CAD Plans Folder

    PDF Submittal Folder

    Too much happening outside of ProjectWise. Compliance remained a

    mystery until Finals

    Animated

  • Draft, Conform & Certify DGN with CADconform

    Consultant Plan Delivery Workflow(Phasing Out as the Managed Workspace Phases in)

    Consultants employ DOTD internal workflow to index, publish and sign.Altiva ControlCAD Reports replace ControlCAD Submittal tool

    Expo

    rt /

    Impo

    rt

    All D

    GN

    s

    Consultant Plans Repository

    ProjectWise PlanDevelopment

    System

    CAD Plans Folder

    PDF Submittal Folder

    FalconElectronic Plans

    Distribution Center

    PDF DrawingXML Index

    Watched Folder

    PDF DrawingXML Index

    Watched Folder

    PDF - Adobe file format used for published documents

    XML - File format used to store attribute values (indexing)

    ProjectWise - Bentley Plan Development System

    Falcon - tsaADVET Electronic Plans Distribution System

    Watched Folder - Monitored by Falcon for incoming plans

    Animated

  • ProjectWise PlanDevelopment

    System

    PDF - Adobe file format used for published documents

    XML - File format used to store attribute values (indexing)

    ProjectWise - Bentley Plan Development System

    Falcon - tsaADVET Electronic Plans Distribution System

    Watched Folder - Monitored by Falcon for incoming plans

    PDF DrawingXML Index

    Watched FolderFalcon

    Electronic Plans Distribution

    Center

    CAD Plans Folder

    PDF Submittal Folder

    PDF Submittal Folder(Final Plans)

    PDF

    Dra

    win

    gPW

    Ind

    ex

    Draft, Conform & Certify with CADconform.

    Index in ProjectWise.

    Sign Final Plan Drawings with ApproveIt

    DOTD Unified Plan Delivery Workflow

    CAD Plans FolderCAD Plans Folder AnimatedPD

    F D

    raw

    ing

    Proj

    ectW

    ise

    In

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    Slide Number 1Presentation TopicsCAD Standards Compliance Tools (LaDOTD and Consultants) Software and Deliverable StandardsSlide Number 5LaDOTD CAD Standard ResourcesWorkspace Project Selection ListExample Project Config File (.PCF)Example Master Config File (partial)Current DOTD Workspace DeliveryGoals for Managed WorkspaceManaged Workspace Setup - FilesManaged Workspace Setup - CSBsWhy Create CSBs Manually?Managed Workspace RoadblocksAltiva CADconform ToolkitCADconform Feature Table BrandingCADconform Drafting MenuCADconform Drafting MenuExample CADconform Feature DefinitionConform Interactive CheckerSlide Number 22Slide Number 23Watermark InvalidationAltiva ControlCAD Reports in ProjectWise Slide Number 26Slide Number 27ALMONASTER AVE. OVER THE INNER HARBOR NAVIGATION CANAL Slide Number 29Slide Number 30ProjectWise Attributes PageControlCAD Check Attributes ReportControlCAD Check CAD StandardsAdvantages of ControlCAD ReportsChanges to Consultant Plan DeliveryLaDOTD Digital CAD Submissions Within ProjectWiseAutomating LaDOTD Design Publishing ( Updated 9/27/2014 - HW )Automated PDF Publishing Project GoalsProject TasksProject TasksPublishing with Publish to PDFAd-Hoc Drawing SubmittalsPublished Submittals TemplateSubmittals at Project CompletionPDF Creation Service EmailProject Wise Attributes PagePlot Information TransferDigital Signature Workflow and AuditBentley Custom PDF Signature Workflow from the Drivers SeatExport to Plans RoomBentley ProjectWise Custom PDF Publishing ExtensionConsultant Plan Delivery Before New Process Project Impact on DOTD Plan DeliveryTypical Transmittal EmailLaDOTDAutomated Plan Delivery WorkflowSlide Number 56Slide Number 57Slide Number 58