CDE workflows

Common data environment: Docs, reviews and issue workflows

Configure a small training CDE workflow and demonstrate a controlled review cycle.

IntermediateBy Mohamed Agha

What you will be able to do

Configure a small training CDE workflow and demonstrate a controlled review cycle.

Explore the course curriculum

Open each section to explore the planned learning activities.

Design the workflow first
  • Map author, reviewer and approver roles
  • Specify metadata and a minimal folder structure
Configure the training environment
  • Apply role-based access and test it using separate roles
  • Load model revisions with traceable document identity
Review and resolve
  • Route a document review with clear acceptance decisions
  • Connect model issues to owners and revised evidence
Handover and audit
  • Export a usable review and revision register
  • Verify that an external recipient receives only the approved package

Before you start

BIM project foundations; authorized access to a training CDE for software demos.