MS Teams

Open using MS Teams application or view online.

Always leave MS Teams open throughout the workday.

Coordinate all CAD tasks using MS Teams Planner: APX Design Technology > General > CAD Tasks.

Concentrate task-related communication within MS Teams Planner task card.

PM/PC to create task card in “Unassigned” bucket, then assign only to the CAD Coordinator (Matt).

CAD Coordinator to assign task card to Drafter.

Place task card in appropriate bucket and list in position of anticipated start date.

Once the PM/PE review of this task is complete, remove the PM/PE review label from the task card and provide comments to Drafter, if any.  If comments, tag task card as “PM redlines”.

Review task cards placed in the “Ready to Submit to Client” bucket and submit completed deliverables accordingly.

Once a task deliverable has been submitted to the client, update the task card progress to “Completed”, remove everyone assigned except the Drafter, and move the task card to the “Completed and Closed” bucket.

Filter “Board” view by “Assigned” tasks solely assigned to Drafter (you).

Review task card and request any additional information that may be needed from PM/PC.

Once beginning a task, set task card status to “In Process” and set the start date only for Major Tasks.

Once a task is finished for review, print and hand draft deliverable to PM/PE, then add task card tag for PM/PE Review.

Repeat review cycle with PM/PE until all comments are addressed, if any.

Confirm directives from the task card notes and comments are satisfied, then prepare deliverable(s):

• • For completed unsigned deliverables such as RevA drawings, select the task card checklist item of each deliverable once prepared, then move task card to bucket “Ready to Submit to Client”.

  • For completed deliverables requiring PE signature such as Rev0 drawings, select the task card checklist item of each deliverable once prepared, then move task card to bucket “to PE Signature”.

Notate useful keywords into the task card title for suture search “TITLE ~ xxxxxKEYWORDSxxxxx”.

Once task is completed by Drafter, move task card to “to PE Signature” bucket and assign to PE or move task card to “Ready to Submit to Client” bucket and assign to PM and PC.