Document Control Software
for Engineering & Construction
Controlled & Time-Driven Document Verification, Review, and Distribution
Coreworx Document Control software helps major engineering and construction projects manage, process, and collaborate on large volumes of project documents and information. This proven software helps reduce information management risk by ensuring teams comply with organizational practices, adhere to quality standards, and gain early insights to potential issues for mitigation.
Coreworx Document Control software includes 25+ years of purpose-built enhancements defined through partnerships with the world’s leading owner/operator and EPC companies. It’s a highly configurable system that meets the unique needs of each project while supporting the overall policies and governance requirements of the entire organization.
Project Document Volumes Example
Coreworx Document Control Software Benefits
Ensure Compliance to Policies
- Automate work processes to project policies
- Enforce standards for information quality and categorization
- Permit exceptions without loss of corporate governance
Reduce Errors & Rework
- Ensure information revision control and integrity
- Control distribution & access to key stakeholders
Identify & Mitigate Risk
- Gain visibility to potential issues
- Assign and execute corrective actions
Improve Team Performance
- Efficient access to information
- Enforce time-driven process completion
- Reduce information processing effort & time
Reduce Claims & Resolve Disputes
- Maintain complete historical database
- Enable efficient and thorough discovery
Coreworx Document Control Software Features
Coreworx Document Control combines a powerful engineering document management system (EDMS) with automated business processes and advanced collaboration tools.
Engineering Document Management System (EDMS)
Leverage a document management system designed to control the large volumes of documents on engineering and construction projects. The purpose-built Coreworx EDMS supports document control practices with the following tools.
Controlled Document Repository
Centrally located & controlled repository for project documents and related information. All documents within the system are reviewed, validated, approved, monitored, and distributed by authorized document control gate keepers.
Thorough revision history of every document. Access the current revision or historical revisions to see details including unique revision-level metadata and files.
Metadata & Numbering
Flexible metadata and numbering configuration features ensure your standard classification policies are supported and applied, ensuring consistent recording, validation, and referencing of all project information.
Full-text and metadata search functionality empower users to find what they need, when they need it, using simple or advanced search functions.
Detailed document history related to the management of documents – each audit record includes data revisions, event actions, performers, and dates/times.
Coreworx workflows automate document processes to help ensure all project documents are verified and routed to the right people, document processing bottlenecks can be mitigated, and document deliverables are completed according to agreed upon dates. Configurable out-of-the-box document processes include:
Allocation tool enables administrators to pre-allocate document numbers for planning, tracking, and sharing, despite the document not being available yet.
Inbound Submittals, Verification, & Acceptance
Automation and support for receiving, validating, classifying, and accepting incoming documents.
Review & Approval
Automated processes for distribution, review, and approval ensure all documents are directed to the attention of authorized subject matter experts based on document classifications, timing, and other policies. Examples: squad check, design review, and document routing.
Features for capturing and recording correspondence, including information about sender, recipients, and return dates.
Automation and support for collection, organization, validation, and distribution of outgoing documents.
Tools for collection, output, and formatting of information packages for handover to clients.
Coreworx project collaboration software provides a secure hub where project teams can share official data with clients, partners, and contractors for online work activities, without the risks associated with inviting external users inside the company’s network, or copying and emailing project information to outside systems. The streamlined user experience makes it easy for all parties to start working immediately without training.
Secure File Exchange
Easy-to-use file exchange area where authorized internal and external users can share project documents. The file exchange accepts large files, acknowledges receipt of files, and ensures files are tethered to the official project document source.
File viewing tool enables team members to easily view all project files in numerous file formats without requiring specific proprietary software to view each of the file types.
Easy-to-use collaboration tools that allow teams to share and collaborate on work-in-progress files in a secure and controlled location. Files shared from the repository to the collaboration area maintain a continuous tether back to the official document repository.
A simple list editor gives teams the ability to create any type of list with easy-to-configure form templates. Teams can create official lists that can be shared across teams to help improve visibility and alignment.
Insight & Monitoring
Track document processes and gain actionable insights to potential issues for early intervention. Coreworx Document Control provides teams the ability to see high-level status of processes and drill-down into details to determine cause of issues for resolution.
Dashboards and Reports
Real-time summary and KPI reports provide transparency, accountability, and actionable insights on document information, workflow progress, and user activities. Drill-down reports enable users to access a high-level view and drill down to underlying details.
Notifications and Alerts
Automated & event-driven alerts notify users when specified activities occur, potential issues arise, or auto-escalation dates and times have been reached.
Actioning and Expediting
Reports and workflow tools provide team members with full transparency to progress for manual action, while automation provides the ability to automate actions based on rules, such as auto-assigning a task to a different person when the task is past due.
Detailed document history provides users with information to help troubleshoot issues, take corrective action, and/or avoid future issues, such as claims.
Extended Document Processes (Add-Ons)
Extend your Document Control Software to other project information processes.
Project Change Request (PCR)
Formal review and approval of project changes to ensure all stakeholders are notified and prevent execution of field activities without prior authorization.
Request for Information (RFI) / Technical Query
Structured request and response process to help ensure authorized subject matter experts provide answers to technical queries according to defined deadlines.
Action Item Process
Central list of team action items that include due dates, assigned responsible parties, follow-up, audit trail, and recording in history of the activities.
The EPC Document Tsunami on Megaprojects
See how you can make document processing easier for both document controllers and suppliers while protecting the quality of project information at the same time.