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Aconex Associate: Aconex Fundamentals: Module 2 Documents and Mail Overview


[AUDIO LOGO]

Let's get straight into Aconex so we can see what's going on. This is the Task page that you see when you first log in. We'll take a more detailed look at this in another lesson. But for now, it's worth pointing out the top menu.

You may not see all the modules here, and that's because it depends on what your team has decided to use and configure. Let's open the Document Register. Quick tip here. You can also double-click the module name.

The Document Register is where we upload, manage, and share all project-related documents. You can think of it as a little bit like a filing cabinet. The only difference is you can access the documents via any internet connection 24 hours a day.

As we add each document, we tag it with key information that can be customized for each project. We then use this information to find the documents whenever we need them.

The Document Register is specific to your organization. Anyone in your organization that is part of the project can see all the documents that your organization has added or has been sent. The exception is confidential documents, and we'll cover that in a later lesson.

This organization-centric register means that everything is stored in one place, and that makes it easier to locate documents. Another benefit is that there are no file limits on file formats, file sizes, or numbers of files that can be stored in the Document Register.

Now, let's take a look along the upper part of the screen. These are called fields, and they store the information tags we just mentioned. Some of these fields are common to all projects, whilst others are specific just to your project.

And some of the common fields cannot be switched off. They are Document Number, Title, Revision, Status, and Type. These standard fields create consistency from project to project. And they're also mandatory, which means they cannot be left empty. And this ensures a minimum amount of tagging or information for each document.

Other fields that you'll find commonly in use on projects are things like Discipline, Zone, Level, and Building. Let's take a quick look at how we use these fields to locate documents.

First, we'll show all the documents in the register by clicking the Search button. We've got a lot of results. Check out that total on the left. But we can filter the results to make it easier.

We'll use the Discipline field to only find Electrical documents, and that is any document tagged with electrical. Now we see the list of results or documents is much smaller.

Let's refine it a little further by narrowing the results down to a specific type of document. Let's select Drawings from the Document Type field. Now all we see are electrical drawings.

One last filter. We'll only show documents with a For Construction status. That's how easy it is. And to start a new search again, we click the Clear button. In another lesson, we'll cover searching for documents in more detail.