Gateway has developed a user-friendly, SharePoint solution for Drafting Requests that’s capable of creating, scoping, and managing the entire process. It can be rapidly configured to follow an existing procedure and leverage SharePoint’s document management capabilities to deliver secure, enterprise-wide access to all the associated analytical data, drawings, documents and forms.

There are three kinds of Drafting Requests available in FACILEX®.

• Simple action item inside another business process
• Stand-alone drafting request
• Drafting requests linked to another business process

The Drafting Request process can be decomposed into a number of states. The collection and sequence of states is termed the lifecycle. A lifecycle for a stand-alone Drafting Request (DR) is shown below.

The diagram indicates that the lifecycle begins with the Initiation state. The DR is “promoted” from one state to the next.

Initiation: The DR is initiated by completing an electronic form.

Active: The assigned drafter(s) work to complete the drawing(s). The progress may be easily updated and tracked by the application. The action items may include review and approval according to a procedure. The specific persons doing the drafting, reviews and approvals are usually dependent on the discipline i.e. mechanical, electrical, piping, etc. Gateway’s DR application can handle all the commonly encountered ways of assigning action items.

Records Management: Drawings are corporate records that must be kept for many years. SharePoint is an outstanding platform for this purpose.

FACILEX® DR Key Features:

Gateway’s FACILEX® DR solution incorporates a complete package of industry best practices and is, by far, the most powerful yet easy-to-use solution on the market. It includes:

• Lifecycle Support
  • The best practice is to use a lifecycle model (not workflow).
  • Any lifecycle can be configured,
• Facility Structure Awareness
  • Your facility structure, e.g. areas, units, are configured to permit assigning action items to the proper personnel, and to provide better status reports, by unit.
• Powerful, Flexible Scoping and Risk Ranking Capabilities
  • Your choice of additional attributes: text, numeric, date, boolean
  • Thorough DR descriptions
  • Autonumbering: DRs are automatically numbered, in almost any format, starting at any number the customer specifies
  • Each DR has its own folder structure to store supporting documentation and work‑in‑process documentation
  • Any folder can contain any number of standard templates or forms
• Exceptional Reporting Features
  • The baseline configuration comes with the following reports, each sorted and filtered by dates and units:
    • All DRs, by Location
    • All DRs, by Status
    • All Open DRs
  • Print out a comprehensive status on any open or closed DR