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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.

  • 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.
  • 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.
  • 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.

Quality & Site Forms​

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

  • Issue and track a site form — Build a form once, issue it to the people who need it, and keep control as responses come back — no chasing paper, no lost records.