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Workflows

Guides show you how to use a single screen. Workflows show you how to reach a real-world outcome — and point you at the guides that carry the detail for each step.

Getting Started​

Stand up a project and your team so site work can begin with everything in its place.

  • Connect SharePoint and put your documents to work — Your drawings, specs and reports already live in SharePoint. Connect it once and PlanOps keeps them in step — then reads them, so the project intelligence comes to you instead of you going hunting for it.
  • Connect Trimble Viewpoint and put your documents to work — Your drawings, specs and reports already live in Trimble Viewpoint for Projects. Connect it once and PlanOps keeps them in step, then reads them, so the project intelligence comes to you instead of you going hunting for it.
  • Get a new project ready for site — Go from an empty workspace to a project your whole team can work in — set up, populated and permissioned — in one sitting.

Design & Change Control​

Catch what changed across drawings and documents, then trace the cost and programme impact before it becomes a claim.

  • Assess the impact of a changed drawing — A revised drawing lands. Let PlanOps review it and raise the queries, then turn each change into a costed, owner-assigned record — before it becomes a disputed claim at final account.
  • Compare two drawing revisions — A new revision of a drawing arrives. Get it into the project, see exactly what changed against the last version, and raise queries on anything unclear.

Compliance & Assurance​

Keep documents, regulations and approvals in order, with AI checks you can defend at audit.

  • Assess a RAMS and link it to its package — Check a subcontractor's Risk Assessment and Method Statement against UK safety law and your project requirements, with the result held against a RAMS record tied to the subcontractor's work package.
  • Assess and create temporary works items — Work out what temporary works your project needs from the drawings and programme, then get a BS 5975 register entry raised for each one, ready to design-check, sign off and inspect.
  • Check project documents for compliance — Bring order to incoming documents and let AI check them against UK Building Regulations — so compliance gaps surface early, not at handover.
  • Generate, edit and share a document — Let PlanOps draft a document from your project, then make it yours — change the wording, move sections about, drop in a register or a supporting document, and send it out as a PDF or a secure link.
  • Identify which activities need a RAMS — Screen your programme and work packages to find the activities that need a Risk Assessment and Method Statement before work starts, so nothing high-risk slips through unplanned.
  • Produce and accept a Construction Phase Plan — Turn the pre-construction information into a Construction Phase Health & Safety Plan, check it against CDM 2015, and accept the version the team works to.
  • Review project documents each day — Run a daily document review so new and updated project documents are checked before the day starts. The report gives you a short record of what has changed and what needs attention.

Quality & Site Forms​

Turn inspections, permits and site records into structured, tracked data the moment they are submitted.

  • Generate a daily site diary — Capture labour, plant, weather, progress and events on site each day, and let PlanOps turn every diary into a structured daily record — the feed that makes your monthly report write itself.
  • Issue and close a hot works permit — Welding, cutting or grinding starting on site? Issue the permit, check the fire precautions, and close it out after the fire watch. Every permit gets a reference, a signature trail and a place in the register.
  • Run a permit-to-work system on site — Put QR codes at the site office, let operatives request their own permits, and run the whole register from one dashboard - hot works, ladders and the rest, with a report at the end of each week.